GWPFX vs. RGAGX
GWPFX (American Funds Global Growth Fund Class R-6) and RGAGX (American Funds The Growth Fund of America Class R-6) are both mutual funds - GWPFX is a Global Equities fund managed by American Funds, while RGAGX is a Large Cap Growth Equities fund managed by American Funds. Over the past 10 years, GWPFX returned 13.34%/yr vs 16.39%/yr for RGAGX. With a 0.98 correlation, they move nearly in lockstep. GWPFX charges 0.47%/yr vs 0.30%/yr for RGAGX.
Performance
GWPFX vs. RGAGX - Performance Comparison
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Returns By Period
In the year-to-date period, GWPFX achieves a 11.29% return, which is significantly higher than RGAGX's 10.24% return. Over the past 10 years, GWPFX has underperformed RGAGX with an annualized return of 13.34%, while RGAGX has yielded a comparatively higher 16.39% annualized return.
GWPFX
- 1D
- 0.00%
- 1M
- 5.60%
- YTD
- 11.29%
- 6M
- 11.76%
- 1Y
- 28.07%
- 3Y*
- 22.12%
- 5Y*
- 10.64%
- 10Y*
- 13.34%
RGAGX
- 1D
- -0.33%
- 1M
- 6.84%
- YTD
- 10.24%
- 6M
- 9.86%
- 1Y
- 26.58%
- 3Y*
- 25.54%
- 5Y*
- 12.86%
- 10Y*
- 16.39%
GWPFX vs. RGAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GWPFX American Funds Global Growth Fund Class R-6 | 11.29% | 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 | 10.24% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Correlation
The correlation between GWPFX and RGAGX is 0.98 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.98 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.99 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.99 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.98 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2013 | 0.98 |
The correlation between GWPFX and RGAGX has been stable across timeframes, ranging from 0.98 to 0.99 - a consistent structural relationship.
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Return for Risk
GWPFX vs. RGAGX — Risk / Return Rank
GWPFX
RGAGX
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.
| GWPFX | RGAGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.23 | ||
| Sortino ratioReturn per unit of downside risk | +0.33 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.32 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.45 | 1.99 | +0.46 |
| Martin ratioReturn relative to average drawdown | 10.80 | 7.76 | +3.03 |
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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.02 | 1.80 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.64 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.84 | -0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.86 | -0.51 |
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
| GWPFX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 (3Y)Largest decline over 3 years | -19.40% | -21.54% | +2.14% |
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 DrawdownCurrent decline from peak | 0.00% | -0.33% | +0.33% |
Average DrawdownAverage peak-to-trough decline | -5.74% | -5.49% | -0.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 3.50% | -0.84% |
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 3.82% and 3.69%, 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
| GWPFX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.82% | 3.69% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 11.24% | 11.65% | -0.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.25% | 15.15% | -0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.23% | 20.25% | -2.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.64% | 19.69% | +21.95% |
GWPFX vs. RGAGX - Expense Ratio Comparison
GWPFX has a 0.47% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Dividends
GWPFX vs. RGAGX - Dividend Comparison
GWPFX's dividend yield for the trailing twelve months is around 5.17%, less than RGAGX's 9.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPFX American Funds Global Growth Fund Class R-6 | 5.17% | 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 | 9.97% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Frequently Asked Questions
With a correlation of 0.98, GWPFX and RGAGX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
GWPFX has higher volatility (3.82%) compared to RGAGX (3.69%). In terms of maximum drawdown, GWPFX dropped -52.51% vs RGAGX's -36.19%.
GWPFX currently has the higher Sharpe Ratio (2.02 vs 1.80), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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