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GWPFX vs. RGAGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GWPFX vs. RGAGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Global Growth Fund Class R-6 (GWPFX) and American Funds The Growth Fund of America Class R-6 (RGAGX). The values are adjusted to include any dividend payments, if applicable.

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GWPFX vs. RGAGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GWPFX
American Funds Global Growth Fund Class R-6
-5.63%20.46%20.08%28.78%-26.99%18.56%25.39%27.19%-6.61%25.09%
RGAGX
American Funds The Growth Fund of America Class R-6
-7.99%20.08%28.41%37.66%-30.53%19.67%38.30%29.22%-2.88%26.53%

Returns By Period

In the year-to-date period, GWPFX achieves a -5.63% return, which is significantly higher than RGAGX's -7.99% return. Over the past 10 years, GWPFX has underperformed RGAGX with an annualized return of 11.85%, while RGAGX has yielded a comparatively higher 14.74% annualized return.


GWPFX

1D
3.37%
1M
-6.88%
YTD
-5.63%
6M
-3.29%
1Y
19.12%
3Y*
17.27%
5Y*
7.64%
10Y*
11.85%

RGAGX

1D
3.55%
1M
-6.32%
YTD
-7.99%
6M
-7.03%
1Y
17.19%
3Y*
20.63%
5Y*
9.29%
10Y*
14.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GWPFX vs. RGAGX - Expense Ratio Comparison

GWPFX has a 0.47% expense ratio, which is higher than RGAGX's 0.30% expense ratio.


Return for Risk

GWPFX vs. RGAGX — Risk / Return Rank

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

GWPFX
GWPFX Risk / Return Rank: 5151
Overall Rank
GWPFX Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
GWPFX Sortino Ratio Rank: 5151
Sortino Ratio Rank
GWPFX Omega Ratio Rank: 4848
Omega Ratio Rank
GWPFX Calmar Ratio Rank: 5656
Calmar Ratio Rank
GWPFX Martin Ratio Rank: 5656
Martin Ratio Rank

RGAGX
RGAGX Risk / Return Rank: 4545
Overall Rank
RGAGX Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
RGAGX Sortino Ratio Rank: 4444
Sortino Ratio Rank
RGAGX Omega Ratio Rank: 4343
Omega Ratio Rank
RGAGX Calmar Ratio Rank: 5252
Calmar Ratio Rank
RGAGX Martin Ratio Rank: 4848
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GWPFX vs. RGAGX - 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 Growth Fund of America Class R-6 (RGAGX). 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.


GWPFXRGAGXDifference

Sharpe ratio

Return per unit of total volatility

1.05

0.86

+0.19

Sortino ratio

Return per unit of downside risk

1.60

1.37

+0.24

Omega ratio

Gain probability vs. loss probability

1.23

1.20

+0.03

Calmar ratio

Return relative to maximum drawdown

1.65

1.29

+0.35

Martin ratio

Return relative to average drawdown

6.67

4.90

+1.76

GWPFX vs. RGAGX - Sharpe Ratio Comparison

The current GWPFX Sharpe Ratio is 1.05, which is comparable to the RGAGX Sharpe Ratio of 0.86. The chart below compares the historical Sharpe Ratios of GWPFX and RGAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


GWPFXRGAGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.05

0.86

+0.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.42

0.46

-0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.29

0.75

-0.47

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

0.80

-0.49

Correlation

The correlation between GWPFX and RGAGX is 0.98, 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. RGAGX - Dividend Comparison

GWPFX's dividend yield for the trailing twelve months is around 6.10%, less than RGAGX's 11.95% yield.


TTM20252024202320222021202020192018201720162015
GWPFX
American Funds Global Growth Fund Class R-6
6.10%5.75%5.81%1.60%9.84%3.39%3.41%5.77%6.18%3.35%4.30%4.75%
RGAGX
American Funds The Growth Fund of America Class R-6
11.95%10.99%9.29%7.70%4.44%8.49%4.57%7.93%12.36%7.34%6.95%9.22%

Drawdowns

GWPFX vs. RGAGX - Drawdown Comparison

The maximum GWPFX drawdown since its inception was -52.51%, which is greater than RGAGX's maximum drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for GWPFX and RGAGX.


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Drawdown Indicators


GWPFXRGAGXDifference

Max Drawdown

Largest peak-to-trough decline

-52.51%

-36.19%

-16.32%

Max Drawdown (1Y)

Largest decline over 1 year

-11.78%

-13.71%

+1.93%

Max Drawdown (5Y)

Largest decline over 5 years

-34.15%

-36.19%

+2.04%

Max Drawdown (10Y)

Largest decline over 10 years

-52.51%

-36.19%

-16.32%

Current Drawdown

Current decline from peak

-8.81%

-10.64%

+1.83%

Average Drawdown

Average peak-to-trough decline

-5.80%

-5.53%

-0.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.91%

3.62%

-0.71%

Volatility

GWPFX vs. RGAGX - Volatility Comparison

American Funds Global Growth Fund Class R-6 (GWPFX) and American Funds The Growth Fund of America Class R-6 (RGAGX) have volatilities of 6.57% and 6.74%, 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.


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Volatility by Period


GWPFXRGAGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.57%

6.74%

-0.17%

Volatility (6M)

Calculated over the trailing 6-month period

11.27%

12.12%

-0.85%

Volatility (1Y)

Calculated over the trailing 1-year period

18.87%

21.00%

-2.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.17%

20.23%

-2.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

41.60%

19.64%

+21.96%