GWPCX vs. VT
Compare and contrast key facts about American Funds Growth Portfolio Class C (GWPCX) and Vanguard Total World Stock ETF (VT).
GWPCX is managed by American Funds. It was launched on May 18, 2012. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GWPCX or VT.
Correlation
The correlation between GWPCX and VT 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. VT - Performance Comparison
Key characteristics
GWPCX:
0.38
VT:
0.60
GWPCX:
0.66
VT:
0.95
GWPCX:
1.09
VT:
1.14
GWPCX:
0.39
VT:
0.64
GWPCX:
1.52
VT:
2.88
GWPCX:
4.96%
VT:
3.67%
GWPCX:
19.90%
VT:
17.71%
GWPCX:
-34.59%
VT:
-50.27%
GWPCX:
-9.61%
VT:
-6.02%
Returns By Period
In the year-to-date period, GWPCX achieves a -4.60% return, which is significantly lower than VT's -0.83% return. Both investments have delivered pretty close results over the past 10 years, with GWPCX having a 8.62% annualized return and VT not far behind at 8.56%.
GWPCX
-4.60%
0.43%
-4.01%
6.97%
11.13%
8.62%
VT
-0.83%
0.27%
-1.65%
9.91%
12.86%
8.56%
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GWPCX vs. VT - Expense Ratio Comparison
GWPCX has a 1.49% expense ratio, which is higher than VT's 0.07% expense ratio.
Risk-Adjusted Performance
GWPCX vs. VT — Risk-Adjusted Performance Rank
GWPCX
VT
GWPCX vs. VT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Portfolio Class C (GWPCX) and Vanguard Total World Stock ETF (VT). 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. VT - Dividend Comparison
GWPCX's dividend yield for the trailing twelve months is around 5.86%, more than VT's 1.94% 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% |
VT Vanguard Total World Stock ETF | 1.94% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% |
Drawdowns
GWPCX vs. VT - Drawdown Comparison
The maximum GWPCX drawdown since its inception was -34.59%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for GWPCX and VT. For additional features, visit the drawdowns tool.
Volatility
GWPCX vs. VT - Volatility Comparison
American Funds Growth Portfolio Class C (GWPCX) has a higher volatility of 13.61% compared to Vanguard Total World Stock ETF (VT) at 12.77%. This indicates that GWPCX's price experiences larger fluctuations and is considered to be riskier than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.