GWPFX vs. AMECX
Compare and contrast key facts about American Funds Global Growth Fund Class R-6 (GWPFX) and American Funds The Income Fund of America Class A (AMECX).
GWPFX is managed by American Funds. It was launched on May 18, 2009. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
GWPFX vs. AMECX - Performance Comparison
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GWPFX vs. AMECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GWPFX American Funds Global Growth Fund Class R-6 | -8.70% | 20.46% | 20.08% | 28.78% | -26.99% | 18.56% | 25.39% | 27.19% | -6.61% | 25.09% |
AMECX American Funds The Income Fund of America Class A | 1.48% | 17.77% | 10.84% | 6.79% | -6.40% | 17.37% | 4.49% | 18.50% | -5.27% | 12.58% |
Returns By Period
In the year-to-date period, GWPFX achieves a -8.70% return, which is significantly lower than AMECX's 1.48% return. Over the past 10 years, GWPFX has outperformed AMECX with an annualized return of 11.48%, while AMECX has yielded a comparatively lower 8.21% annualized return.
GWPFX
- 1D
- -0.64%
- 1M
- -10.22%
- YTD
- -8.70%
- 6M
- -5.94%
- 1Y
- 15.86%
- 3Y*
- 15.98%
- 5Y*
- 7.26%
- 10Y*
- 11.48%
AMECX
- 1D
- 0.23%
- 1M
- -5.74%
- YTD
- 1.48%
- 6M
- 4.22%
- 1Y
- 14.19%
- 3Y*
- 11.95%
- 5Y*
- 7.95%
- 10Y*
- 8.21%
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GWPFX vs. AMECX - Expense Ratio Comparison
GWPFX has a 0.47% expense ratio, which is lower than AMECX's 0.56% expense ratio.
Return for Risk
GWPFX vs. AMECX — Risk / Return Rank
GWPFX
AMECX
GWPFX vs. AMECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Global Growth Fund Class R-6 (GWPFX) and American Funds The Income Fund of America Class A (AMECX). 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.
| GWPFX | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.55 | -0.71 |
Sortino ratioReturn per unit of downside risk | 1.31 | 2.13 | -0.82 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.32 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 1.71 | -0.60 |
Martin ratioReturn relative to average drawdown | 4.55 | 8.01 | -3.47 |
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
| GWPFX | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.55 | -0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.85 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.77 | -0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.72 | -0.41 |
Correlation
The correlation between GWPFX and AMECX is 0.84, 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
GWPFX vs. AMECX - Dividend Comparison
GWPFX's dividend yield for the trailing twelve months is around 6.30%, less than AMECX's 9.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPFX American Funds Global Growth Fund Class R-6 | 6.30% | 5.75% | 5.81% | 1.60% | 9.84% | 3.39% | 3.41% | 5.77% | 6.18% | 3.35% | 4.30% | 4.75% |
AMECX American Funds The Income Fund of America Class A | 9.86% | 9.94% | 6.38% | 2.93% | 6.98% | 6.67% | 2.80% | 5.01% | 7.48% | 4.26% | 3.09% | 5.09% |
Drawdowns
GWPFX vs. AMECX - Drawdown Comparison
The maximum GWPFX drawdown since its inception was -52.51%, which is greater than AMECX's maximum drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for GWPFX and AMECX.
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Drawdown Indicators
| GWPFX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.51% | -41.92% | -10.59% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -8.19% | -3.59% |
Max Drawdown (5Y)Largest decline over 5 years | -34.15% | -15.78% | -18.37% |
Max Drawdown (10Y)Largest decline over 10 years | -52.51% | -26.13% | -26.38% |
Current DrawdownCurrent decline from peak | -11.78% | -5.74% | -6.04% |
Average DrawdownAverage peak-to-trough decline | -5.80% | -4.46% | -1.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.86% | 1.74% | +1.12% |
Volatility
GWPFX vs. AMECX - Volatility Comparison
American Funds Global Growth Fund Class R-6 (GWPFX) has a higher volatility of 5.34% compared to American Funds The Income Fund of America Class A (AMECX) at 2.94%. This indicates that GWPFX's price experiences larger fluctuations and is considered to be riskier than AMECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GWPFX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 2.94% | +2.40% |
Volatility (6M)Calculated over the trailing 6-month period | 10.77% | 5.49% | +5.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.61% | 9.48% | +9.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.11% | 9.44% | +8.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.59% | 10.66% | +30.93% |