TAIAX vs. GWPAX
Compare and contrast key facts about American Funds Tax-Aware Conservative Growth and Income Portfolio (TAIAX) and American Funds Growth Portfolio Class A (GWPAX).
TAIAX is managed by American Funds. It was launched on May 17, 2012. GWPAX is managed by American Funds. It was launched on May 18, 2012.
Performance
TAIAX vs. GWPAX - Performance Comparison
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TAIAX vs. GWPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TAIAX American Funds Tax-Aware Conservative Growth and Income Portfolio | -1.07% | 13.27% | 10.09% | 11.74% | -10.18% | 13.47% | 7.46% | 16.26% | -2.17% | 14.25% |
GWPAX American Funds Growth Portfolio Class A | -5.63% | 20.47% | 20.17% | 28.76% | -26.97% | 18.59% | 25.34% | 27.19% | -6.59% | 25.12% |
Returns By Period
In the year-to-date period, TAIAX achieves a -1.07% return, which is significantly higher than GWPAX's -5.63% return. Over the past 10 years, TAIAX has underperformed GWPAX with an annualized return of 7.28%, while GWPAX has yielded a comparatively higher 11.87% annualized return.
TAIAX
- 1D
- 1.52%
- 1M
- -4.24%
- YTD
- -1.07%
- 6M
- 1.19%
- 1Y
- 11.00%
- 3Y*
- 10.32%
- 5Y*
- 6.15%
- 10Y*
- 7.28%
GWPAX
- 1D
- 3.37%
- 1M
- -6.92%
- YTD
- -5.63%
- 6M
- -3.30%
- 1Y
- 19.12%
- 3Y*
- 17.31%
- 5Y*
- 7.65%
- 10Y*
- 11.87%
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TAIAX vs. GWPAX - Expense Ratio Comparison
TAIAX has a 0.34% expense ratio, which is lower than GWPAX's 0.73% expense ratio.
Return for Risk
TAIAX vs. GWPAX — Risk / Return Rank
TAIAX
GWPAX
TAIAX vs. GWPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Tax-Aware Conservative Growth and Income Portfolio (TAIAX) and American Funds Growth Portfolio Class A (GWPAX). 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.
| TAIAX | GWPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 1.05 | +0.37 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.60 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.23 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 1.65 | +0.12 |
Martin ratioReturn relative to average drawdown | 7.56 | 6.68 | +0.88 |
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
| TAIAX | GWPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 1.05 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.42 | +0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.66 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.00 | 0.68 | +0.32 |
Correlation
The correlation between TAIAX and GWPAX is 0.91, 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
TAIAX vs. GWPAX - Dividend Comparison
TAIAX's dividend yield for the trailing twelve months is around 5.23%, less than GWPAX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TAIAX American Funds Tax-Aware Conservative Growth and Income Portfolio | 5.23% | 5.18% | 5.16% | 4.29% | 4.37% | 3.40% | 2.65% | 4.01% | 4.54% | 4.04% | 2.77% | 3.38% |
GWPAX American Funds Growth Portfolio Class A | 6.09% | 5.75% | 5.83% | 1.61% | 9.94% | 3.42% | 3.42% | 5.77% | 6.19% | 3.39% | 4.36% | 4.84% |
Drawdowns
TAIAX vs. GWPAX - Drawdown Comparison
The maximum TAIAX drawdown since its inception was -21.42%, smaller than the maximum GWPAX drawdown of -34.15%. Use the drawdown chart below to compare losses from any high point for TAIAX and GWPAX.
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Drawdown Indicators
| TAIAX | GWPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.42% | -34.15% | +12.73% |
Max Drawdown (1Y)Largest decline over 1 year | -6.62% | -11.78% | +5.16% |
Max Drawdown (5Y)Largest decline over 5 years | -16.76% | -34.15% | +17.39% |
Max Drawdown (10Y)Largest decline over 10 years | -21.42% | -34.15% | +12.73% |
Current DrawdownCurrent decline from peak | -4.73% | -8.81% | +4.08% |
Average DrawdownAverage peak-to-trough decline | -2.22% | -5.77% | +3.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.55% | 2.91% | -1.36% |
Volatility
TAIAX vs. GWPAX - Volatility Comparison
The current volatility for American Funds Tax-Aware Conservative Growth and Income Portfolio (TAIAX) is 3.33%, while American Funds Growth Portfolio Class A (GWPAX) has a volatility of 6.61%. This indicates that TAIAX experiences smaller price fluctuations and is considered to be less risky than GWPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TAIAX | GWPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 6.61% | -3.28% |
Volatility (6M)Calculated over the trailing 6-month period | 5.06% | 11.28% | -6.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.03% | 18.89% | -10.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.57% | 18.17% | -10.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.16% | 17.95% | -9.79% |