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.
Performance
GWPCX vs. VT - Performance Comparison
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GWPCX vs. VT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GWPCX American Funds Growth Portfolio Class C | -8.88% | 19.58% | 19.26% | 27.77% | -27.51% | 17.70% | 24.46% | 26.74% | -7.31% | 24.19% |
VT Vanguard Total World Stock ETF | -1.71% | 22.43% | 16.49% | 22.02% | -18.00% | 18.27% | 16.59% | 26.81% | -9.76% | 24.50% |
Returns By Period
In the year-to-date period, GWPCX achieves a -8.88% return, which is significantly lower than VT's -1.71% return. Over the past 10 years, GWPCX has underperformed VT with an annualized return of 10.70%, while VT has yielded a comparatively higher 11.53% annualized return.
GWPCX
- 1D
- -0.67%
- 1M
- -10.31%
- YTD
- -8.88%
- 6M
- -6.28%
- 1Y
- 15.00%
- 3Y*
- 15.14%
- 5Y*
- 6.48%
- 10Y*
- 10.70%
VT
- 1D
- 3.08%
- 1M
- -6.22%
- YTD
- -1.71%
- 6M
- 1.42%
- 1Y
- 21.53%
- 3Y*
- 16.86%
- 5Y*
- 9.22%
- 10Y*
- 11.53%
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GWPCX vs. VT - Expense Ratio Comparison
GWPCX has a 1.49% expense ratio, which is higher than VT's 0.06% expense ratio.
Return for Risk
GWPCX vs. VT — Risk / Return Rank
GWPCX
VT
GWPCX vs. VT - Risk-Adjusted Trends 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.
| GWPCX | VT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 1.25 | -0.46 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.84 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.27 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 1.83 | -0.80 |
Martin ratioReturn relative to average drawdown | 4.22 | 8.51 | -4.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GWPCX | VT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 1.25 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.58 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.67 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.40 | +0.22 |
Correlation
The correlation between GWPCX and VT is 0.96, 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.
Dividends
GWPCX vs. VT - Dividend Comparison
GWPCX's dividend yield for the trailing twelve months is around 6.18%, more than VT's 1.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPCX American Funds Growth Portfolio Class C | 6.18% | 5.63% | 5.59% | 0.96% | 9.93% | 3.48% | 3.04% | 5.54% | 5.45% | 2.73% | 3.67% | 4.25% |
VT Vanguard Total World Stock ETF | 1.82% | 1.82% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% |
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.
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Drawdown Indicators
| GWPCX | VT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.59% | -50.27% | +15.68% |
Max Drawdown (1Y)Largest decline over 1 year | -11.88% | -11.84% | -0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -34.59% | -26.38% | -8.21% |
Max Drawdown (10Y)Largest decline over 10 years | -34.59% | -34.24% | -0.35% |
Current DrawdownCurrent decline from peak | -11.88% | -6.89% | -4.99% |
Average DrawdownAverage peak-to-trough decline | -6.03% | -7.08% | +1.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.55% | +0.33% |
Volatility
GWPCX vs. VT - Volatility Comparison
The current volatility for American Funds Growth Portfolio Class C (GWPCX) is 5.34%, while Vanguard Total World Stock ETF (VT) has a volatility of 6.33%. This indicates that GWPCX experiences smaller price fluctuations and is considered to be less risky than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GWPCX | VT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 6.33% | -0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 10.73% | 9.95% | +0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.58% | 17.24% | +1.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.11% | 15.98% | +2.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.93% | 17.20% | +0.73% |