GWPCX vs. VFFVX
Compare and contrast key facts about American Funds Growth Portfolio Class C (GWPCX) and Vanguard Target Retirement 2055 Fund (VFFVX).
GWPCX is managed by American Funds. It was launched on May 18, 2012. VFFVX is managed by Vanguard. It was launched on Aug 18, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GWPCX or VFFVX.
Correlation
The correlation between GWPCX and VFFVX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
GWPCX vs. VFFVX - Performance Comparison
Key characteristics
GWPCX:
0.38
VFFVX:
0.66
GWPCX:
0.66
VFFVX:
1.02
GWPCX:
1.09
VFFVX:
1.14
GWPCX:
0.39
VFFVX:
0.70
GWPCX:
1.52
VFFVX:
3.17
GWPCX:
4.96%
VFFVX:
3.22%
GWPCX:
19.90%
VFFVX:
15.36%
GWPCX:
-34.59%
VFFVX:
-31.40%
GWPCX:
-9.61%
VFFVX:
-4.95%
Returns By Period
In the year-to-date period, GWPCX achieves a -4.60% return, which is significantly lower than VFFVX's -0.20% return. Over the past 10 years, GWPCX has outperformed VFFVX with an annualized return of 8.62%, while VFFVX has yielded a comparatively lower 7.32% annualized return.
GWPCX
-4.60%
0.43%
-4.01%
6.97%
11.13%
8.62%
VFFVX
-0.20%
0.34%
-1.08%
9.71%
9.73%
7.32%
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GWPCX vs. VFFVX - Expense Ratio Comparison
GWPCX has a 1.49% expense ratio, which is higher than VFFVX's 0.08% expense ratio.
Risk-Adjusted Performance
GWPCX vs. VFFVX — Risk-Adjusted Performance Rank
GWPCX
VFFVX
GWPCX vs. VFFVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Portfolio Class C (GWPCX) and Vanguard Target Retirement 2055 Fund (VFFVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
GWPCX vs. VFFVX - Dividend Comparison
GWPCX's dividend yield for the trailing twelve months is around 5.86%, more than VFFVX's 2.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPCX American Funds Growth Portfolio Class C | 5.86% | 5.59% | 0.96% | 9.93% | 3.48% | 3.04% | 5.54% | 5.45% | 2.73% | 3.67% | 4.25% | 2.77% |
VFFVX Vanguard Target Retirement 2055 Fund | 2.17% | 2.17% | 2.18% | 2.10% | 2.10% | 1.60% | 2.15% | 2.35% | 1.83% | 1.99% | 1.92% | 1.73% |
Drawdowns
GWPCX vs. VFFVX - Drawdown Comparison
The maximum GWPCX drawdown since its inception was -34.59%, which is greater than VFFVX's maximum drawdown of -31.40%. Use the drawdown chart below to compare losses from any high point for GWPCX and VFFVX. For additional features, visit the drawdowns tool.
Volatility
GWPCX vs. VFFVX - Volatility Comparison
American Funds Growth Portfolio Class C (GWPCX) has a higher volatility of 13.61% compared to Vanguard Target Retirement 2055 Fund (VFFVX) at 10.80%. This indicates that GWPCX's price experiences larger fluctuations and is considered to be riskier than VFFVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.