GWPCX vs. VTSAX
Compare and contrast key facts about American Funds Growth Portfolio Class C (GWPCX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
GWPCX is managed by American Funds. It was launched on May 18, 2012. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GWPCX or VTSAX.
Correlation
The correlation between GWPCX and VTSAX 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. VTSAX - Performance Comparison
Key characteristics
GWPCX:
0.84
VTSAX:
1.77
GWPCX:
1.15
VTSAX:
2.39
GWPCX:
1.17
VTSAX:
1.32
GWPCX:
0.67
VTSAX:
2.68
GWPCX:
3.80
VTSAX:
10.60
GWPCX:
3.39%
VTSAX:
2.17%
GWPCX:
15.32%
VTSAX:
12.99%
GWPCX:
-39.29%
VTSAX:
-55.34%
GWPCX:
-7.53%
VTSAX:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with GWPCX having a 4.72% return and VTSAX slightly lower at 4.62%. Over the past 10 years, GWPCX has underperformed VTSAX with an annualized return of 5.30%, while VTSAX has yielded a comparatively higher 12.68% annualized return.
GWPCX
4.72%
0.79%
3.87%
13.83%
5.71%
5.30%
VTSAX
4.62%
2.32%
10.30%
24.44%
14.05%
12.68%
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GWPCX vs. VTSAX - Expense Ratio Comparison
GWPCX has a 1.49% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
GWPCX vs. VTSAX — Risk-Adjusted Performance Rank
GWPCX
VTSAX
GWPCX vs. VTSAX - 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 Stock Market Index Fund Admiral Shares (VTSAX). 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. VTSAX - Dividend Comparison
GWPCX has not paid dividends to shareholders, while VTSAX's dividend yield for the trailing twelve months is around 1.20%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPCX American Funds Growth Portfolio Class C | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 0.00% | 0.53% | 0.19% | 0.01% | 0.27% | 0.10% | 2.77% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.20% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
GWPCX vs. VTSAX - Drawdown Comparison
The maximum GWPCX drawdown since its inception was -39.29%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for GWPCX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
GWPCX vs. VTSAX - Volatility Comparison
American Funds Growth Portfolio Class C (GWPCX) has a higher volatility of 3.45% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 2.93%. This indicates that GWPCX's price experiences larger fluctuations and is considered to be riskier than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.