ANWFX Alternatives & Similar Mutual Funds

American Funds New Perspective Fund Class F-2 (ANWFX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ANWFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to ANWFX

ANWFX charges 0.51% annually. There are 31 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996	ANWFX vs GMGEX
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005	ANWFX vs GWOAX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	—	Sep 2014	ANWFX vs SSGLX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	90.20B	Feb 2019	ANWFX vs VTWAX
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	ANWFX vs UCEQX

Best Risk-Adjusted Alternatives to ANWFX

ANWFX has a PortfoliosLab risk / return rank of 29. There are 149 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAGX	LSV Global Value Fund	96	—	Jun 2014	ANWFX vs LVAGX
VGPMX	Vanguard Global Capital Cycles Fund	95	3.90B	May 1984	ANWFX vs VGPMX
GCCHX	GMO Climate Change Fund	93	—	Apr 2017	ANWFX vs GCCHX
EPSYX	MainStay Epoch Global Equity Yield Fund	92	—	Dec 2005	ANWFX vs EPSYX
JGYIX	John Hancock Global Shareholder Yield Fund	92	—	Feb 2007	ANWFX vs JGYIX

Top Performing ANWFX Alternatives (YTD)

ANWFX is at 7.45% YTD. There are 171 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.94%.

Symbol	Name	YTD Return	AUM	Inception
OBEGX	Oberweis Global Opportunities Fund	28.94%	—	Jan 1987	ANWFX vs OBEGX
GCCHX	GMO Climate Change Fund	28.83%	—	Apr 2017	ANWFX vs GCCHX
LVAGX	LSV Global Value Fund	25.25%	—	Jun 2014	ANWFX vs LVAGX
AGLOX	Ariel Global Fund	24.67%	—	Dec 2011	ANWFX vs AGLOX
PRGSX	T. Rowe Price Global Stock Fund	23.78%	—	Dec 1995	ANWFX vs PRGSX

Lowest Volatility Alternatives to ANWFX

ANWFX has 13.40% 1-year volatility. There are 132 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	6.81%	2.00B	Dec 2013	ANWFX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	6.83%	2.00B	Dec 2013	ANWFX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.21%	—	Jul 2006	ANWFX vs SVTAX
MFWIX	MFS Global Total Return Fund Class I	7.38%	—	Sep 1990	ANWFX vs MFWIX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.62%	—	Jan 2016	ANWFX vs SGMAX

Lowest Drawdown Alternatives to ANWFX

ANWFX has a 1-year max drawdown of -11.46%. There are 150 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
RTXAX	Russell Investment Tax-Managed Real Assets Fund	-5.21%	—	Jun 2019	ANWFX vs RTXAX
GQFPX	GQG Partners Global Quality Dividend Income Fund	-5.24%	—	Jun 2021	ANWFX vs GQFPX
GQRPX	GQG Partners Global Quality Equity Fund	-5.37%	—	Mar 2019	ANWFX vs GQRPX
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	-5.40%	—	Mar 2019	ANWFX vs GQRIX
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	ANWFX vs LVAFX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, RGAGX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	85	9.98%	—	Jul 1975	ANWFX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	55	10.91%	—	Jan 1934	ANWFX vs AIVSX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	35	10.24%	—	Dec 1973	ANWFX vs RGAGX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	5.89%	—	Jul 1952	ANWFX vs AWSHX
RERGX	American Funds EuroPacific Growth Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities	40	12.33%	—	—	ANWFX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities	75	15.14%	—	Jan 1978	ANWFX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Large Cap Growth Equities, Global Equities	29	7.38%	—	Mar 1973	ANWFX vs ANWPX
GFFFX	American Funds The Growth Fund of America	Large Cap Growth Equities	34	10.19%	—	Dec 1973	ANWFX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	53	6.34%	—	Dec 1973	ANWFX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	27	6.34%	—	Jan 1967	ANWFX vs AMCPX

Often Compared With ANWFX

Investors most often compare ANWFX with VT, VOO, CAEIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VT	Vanguard Total World Stock ETF	Global Equities	67	12.24%	90.20B	Jun 2008	ANWFX vs VT
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	ANWFX vs VOO
CAEIX	Calvert Global Energy Solutions Fund	Global Equities	89	23.10%	—	May 2007	ANWFX vs CAEIX
FMIEX	Wasatch Global Value Fund Investor Class Shares	Global Equities	89	13.17%	—	Sep 1996	ANWFX vs FMIEX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	Global Equities	40	9.47%	—	Aug 2017	ANWFX vs CSUAX
FGIAX	Nuveen Global Infrastructure Fund Class A	Global Equities	29	9.87%	—	Dec 2007	ANWFX vs FGIAX
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	Global Equities	24	7.33%	—	—	ANWFX vs GLIFX
ARTHX	Artisan Global Equity Fund	Global Equities	62	13.35%	—	Mar 2010	ANWFX vs ARTHX
MVGIX	MFS Low Volatility Global Equity Fund	Global Equities	17	2.95%	—	Dec 2013	ANWFX vs MVGIX
GAOAX	JPMorgan Global Allocation Fund A	Global Equities	29	5.47%	—	May 2011	ANWFX vs GAOAX
PGVFX	Polaris Global Value Fund	Global Equities	90	19.64%	—	May 1998	ANWFX vs PGVFX
PRAFX	T. Rowe Price Real Assets Fund	Global Equities	57	15.05%	—	Jul 2010	ANWFX vs PRAFX
MDGCX	BlackRock Advantage Global Fund, Inc.	Global Equities	91	19.80%	—	Aug 1994	ANWFX vs MDGCX
SGSCX	DWS Global Small Cap Fund	Global Equities	85	20.12%	—	Sep 1991	ANWFX vs SGSCX
AMEFX	American Funds The Income Fund of America® Class F...	Diversified Portfolio	54	6.40%	—	Dec 1973	ANWFX vs AMEFX
FRDPX	Franklin Rising Dividends Fund	Large Cap Blend Equities	34	5.86%	—	Jan 1987	ANWFX vs FRDPX
NALFX	New Alternatives Fund	Global Equities	64	19.18%	—	Sep 1982	ANWFX vs NALFX
SFNNX	Schwab Fundamental International Large Company Ind...	Foreign Large Cap Equities	86	21.53%	5.14B	Apr 2007	ANWFX vs SFNNX
CIGEX	Calamos Global Equity Fund	Global Equities	47	22.69%	—	Feb 2007	ANWFX vs CIGEX
FRIAX	Franklin Income Fund Advisor Class	Diversified Portfolio	92	5.29%	—	Aug 1997	ANWFX vs FRIAX

Compare ANWFX with Any Fund or Stock

Compare ANWFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair ANWFX with funds that move differently

American Funds New Perspective Fund Class F-2 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ANWFX.

Explore ANWFX Diversifiers

American Funds New Perspective Fund Class F-2 (ANWFX) Alternatives