GWPCX vs. VTSAX

In the year-to-date period, GWPCX achieves a 3.65% return, which is significantly higher than VTSAX's 1.39% return. Over the past 10 years, GWPCX has underperformed VTSAX with an annualized return of 4.78%, while VTSAX has yielded a comparatively higher 12.14% annualized return.

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GWPCX has a 1.49% expense ratio, which is higher than VTSAX's 0.04% expense ratio.

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 current GWPCX Sharpe Ratio is 0.30, which is lower than the VTSAX Sharpe Ratio of 0.67. 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.

GWPCX has not paid dividends to shareholders, while VTSAX's dividend yield for the trailing twelve months is around 1.27%.

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.

American Funds Growth Portfolio Class C (GWPCX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) have volatilities of 5.37% and 5.55%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.