GWPFX vs. ANCFX
Compare and contrast key facts about American Funds Global Growth Fund Class R-6 (GWPFX) and American Funds Fundamental Investors Class A (ANCFX).
GWPFX is managed by American Funds. It was launched on May 18, 2009. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
GWPFX vs. ANCFX - Performance Comparison
Loading graphics...
GWPFX vs. ANCFX - 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% |
ANCFX American Funds Fundamental Investors Class A | -6.13% | 24.21% | 22.73% | 25.86% | -16.66% | 22.43% | 14.92% | 27.07% | -8.13% | 22.80% |
Returns By Period
In the year-to-date period, GWPFX achieves a -8.70% return, which is significantly lower than ANCFX's -6.13% return. Over the past 10 years, GWPFX has underperformed ANCFX with an annualized return of 11.48%, while ANCFX has yielded a comparatively higher 12.92% 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%
ANCFX
- 1D
- -0.62%
- 1M
- -9.88%
- YTD
- -6.13%
- 6M
- -2.09%
- 1Y
- 20.46%
- 3Y*
- 19.35%
- 5Y*
- 11.57%
- 10Y*
- 12.92%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
GWPFX vs. ANCFX - Expense Ratio Comparison
GWPFX has a 0.47% expense ratio, which is lower than ANCFX's 0.59% expense ratio.
Return for Risk
GWPFX vs. ANCFX — Risk / Return Rank
GWPFX
ANCFX
GWPFX vs. ANCFX - 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 Fundamental Investors Class A (ANCFX). 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 | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.16 | -0.32 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.75 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.25 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 1.61 | -0.50 |
Martin ratioReturn relative to average drawdown | 4.55 | 7.19 | -2.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| GWPFX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.16 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.70 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.73 | -0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.61 | -0.31 |
Correlation
The correlation between GWPFX and ANCFX is 0.97, 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. ANCFX - Dividend Comparison
GWPFX's dividend yield for the trailing twelve months is around 6.30%, less than ANCFX's 9.11% 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% |
ANCFX American Funds Fundamental Investors Class A | 9.11% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
Drawdowns
GWPFX vs. ANCFX - Drawdown Comparison
The maximum GWPFX drawdown since its inception was -52.51%, roughly equal to the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for GWPFX and ANCFX.
Loading graphics...
Drawdown Indicators
| GWPFX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.51% | -53.29% | +0.78% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -11.35% | -0.43% |
Max Drawdown (5Y)Largest decline over 5 years | -34.15% | -25.07% | -9.08% |
Max Drawdown (10Y)Largest decline over 10 years | -52.51% | -33.93% | -18.58% |
Current DrawdownCurrent decline from peak | -11.78% | -10.66% | -1.12% |
Average DrawdownAverage peak-to-trough decline | -5.80% | -7.34% | +1.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.86% | 2.54% | +0.32% |
Volatility
GWPFX vs. ANCFX - Volatility Comparison
American Funds Global Growth Fund Class R-6 (GWPFX) has a higher volatility of 5.34% compared to American Funds Fundamental Investors Class A (ANCFX) at 4.98%. This indicates that GWPFX's price experiences larger fluctuations and is considered to be riskier than ANCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| GWPFX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 4.98% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 10.77% | 10.64% | +0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.61% | 17.94% | +0.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.11% | 16.67% | +1.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.59% | 17.65% | +23.94% |