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GWPCX vs. VTSAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.0
Correlation: 0.9

Performance

GWPCX vs. VTSAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Growth Portfolio Class C (GWPCX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). The values are adjusted to include any dividend payments, if applicable.

250.00%300.00%350.00%400.00%450.00%December2025FebruaryMarchAprilMay
278.78%
419.83%
GWPCX
VTSAX

Key characteristics

Sharpe Ratio

GWPCX:

0.41

VTSAX:

0.51

Sortino Ratio

GWPCX:

0.70

VTSAX:

0.85

Omega Ratio

GWPCX:

1.10

VTSAX:

1.12

Calmar Ratio

GWPCX:

0.42

VTSAX:

0.52

Martin Ratio

GWPCX:

1.61

VTSAX:

2.06

Ulcer Index

GWPCX:

5.05%

VTSAX:

4.91%

Daily Std Dev

GWPCX:

19.80%

VTSAX:

19.63%

Max Drawdown

GWPCX:

-34.59%

VTSAX:

-55.34%

Current Drawdown

GWPCX:

-8.44%

VTSAX:

-9.08%

Returns By Period

In the year-to-date period, GWPCX achieves a -3.37% return, which is significantly higher than VTSAX's -4.89% return. Over the past 10 years, GWPCX has underperformed VTSAX with an annualized return of 8.73%, while VTSAX has yielded a comparatively higher 11.56% annualized return.


GWPCX

YTD

-3.37%

1M

1.47%

6M

-1.02%

1Y

10.23%

5Y*

12.09%

10Y*

8.73%

VTSAX

YTD

-4.89%

1M

-0.45%

6M

-1.65%

1Y

12.21%

5Y*

15.90%

10Y*

11.56%

*Annualized

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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.


Expense ratio chart for GWPCX: current value is 1.49%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
GWPCX: 1.49%
Expense ratio chart for VTSAX: current value is 0.04%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VTSAX: 0.04%

Risk-Adjusted Performance

GWPCX vs. VTSAX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GWPCX
The Risk-Adjusted Performance Rank of GWPCX is 4949
Overall Rank
The Sharpe Ratio Rank of GWPCX is 4646
Sharpe Ratio Rank
The Sortino Ratio Rank of GWPCX is 4848
Sortino Ratio Rank
The Omega Ratio Rank of GWPCX is 4848
Omega Ratio Rank
The Calmar Ratio Rank of GWPCX is 5555
Calmar Ratio Rank
The Martin Ratio Rank of GWPCX is 5050
Martin Ratio Rank

VTSAX
The Risk-Adjusted Performance Rank of VTSAX is 5858
Overall Rank
The Sharpe Ratio Rank of VTSAX is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of VTSAX is 5656
Sortino Ratio Rank
The Omega Ratio Rank of VTSAX is 5858
Omega Ratio Rank
The Calmar Ratio Rank of VTSAX is 6363
Calmar Ratio Rank
The Martin Ratio Rank of VTSAX is 5757
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for GWPCX, currently valued at 0.41, compared to the broader market-1.000.001.002.003.00
GWPCX: 0.41
VTSAX: 0.51
The chart of Sortino ratio for GWPCX, currently valued at 0.70, compared to the broader market-2.000.002.004.006.008.00
GWPCX: 0.70
VTSAX: 0.85
The chart of Omega ratio for GWPCX, currently valued at 1.10, compared to the broader market0.501.001.502.002.503.00
GWPCX: 1.10
VTSAX: 1.12
The chart of Calmar ratio for GWPCX, currently valued at 0.42, compared to the broader market0.002.004.006.008.0010.00
GWPCX: 0.42
VTSAX: 0.52
The chart of Martin ratio for GWPCX, currently valued at 1.61, compared to the broader market0.0010.0020.0030.0040.00
GWPCX: 1.61
VTSAX: 2.06

The current GWPCX Sharpe Ratio is 0.41, which is comparable to the VTSAX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of GWPCX and VTSAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.41
0.51
GWPCX
VTSAX

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 1.36%.


TTM20242023202220212020201920182017201620152014
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
1.36%1.26%1.43%1.65%1.20%1.41%1.76%2.03%1.71%1.92%1.98%1.76%

Drawdowns

GWPCX vs. VTSAX - Drawdown Comparison

The maximum GWPCX drawdown since its inception was -34.59%, 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.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-8.44%
-9.08%
GWPCX
VTSAX

Volatility

GWPCX vs. VTSAX - Volatility Comparison

The current volatility for American Funds Growth Portfolio Class C (GWPCX) is 13.43%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 14.19%. This indicates that GWPCX experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
13.43%
14.19%
GWPCX
VTSAX