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
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	ANWFX vs UCEQX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	95.30B	Feb 2019	ANWFX vs VTWAX

Best Risk-Adjusted Alternatives to ANWFX

ANWFX has a PortfoliosLab risk / return rank of 22. There are 169 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAGX	LSV Global Value Fund	94	—	Jun 2014	ANWFX vs LVAGX
PGVFX	Polaris Global Value Fund	92	—	May 1998	ANWFX vs PGVFX
EPSYX	MainStay Epoch Global Equity Yield Fund	91	—	Dec 2005	ANWFX vs EPSYX
AGOCX	PGIM Jennison Global Equity Income Fund	89	—	Dec 1997	ANWFX vs AGOCX
JGYIX	John Hancock Global Shareholder Yield Fund	89	—	Feb 2007	ANWFX vs JGYIX

Top Performing ANWFX Alternatives (YTD)

ANWFX is at 4.58% YTD. There are 185 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.04%.

Symbol	Name	YTD Return	AUM	Inception
PGTIX	T. Rowe Price Global Technology Fund I Class	35.04%	—	Nov 2016	ANWFX vs PGTIX
OBEGX	Oberweis Global Opportunities Fund	27.07%	—	Jan 1987	ANWFX vs OBEGX
AGLOX	Ariel Global Fund	23.87%	—	Dec 2011	ANWFX vs AGLOX
LVAGX	LSV Global Value Fund	22.05%	—	Jun 2014	ANWFX vs LVAGX
FIQOX	Fidelity Advisor Worldwide Fund Class Z	20.15%	—	Oct 2018	ANWFX vs FIQOX

Lowest Volatility Alternatives to ANWFX

ANWFX has 14.40% 1-year volatility. There are 140 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.01%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	7.01%	2.00B	Dec 2013	ANWFX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.03%	2.00B	Dec 2013	ANWFX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.14%	—	Jul 2006	ANWFX vs SVTAX
MFWIX	MFS Global Total Return Fund Class I	7.55%	—	Sep 1990	ANWFX vs MFWIX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.66%	—	Jan 2016	ANWFX vs SGMAX

Lowest Drawdown Alternatives to ANWFX

ANWFX has a 1-year max drawdown of -11.46%. There are 151 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
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	ANWFX vs LVAFX
SGMAX	SEI Institutional Investments Trust Global Managed...	-5.88%	—	Jan 2016	ANWFX vs SGMAX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	-5.99%	—	Aug 2017	ANWFX vs CSUAX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	-5.99%	—	Jul 2006	ANWFX vs SVTAX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	78	8.56%	—	Jul 1975	ANWFX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	39	7.93%	—	Jan 1934	ANWFX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	36	5.38%	—	Jul 1952	ANWFX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	23	6.76%	—	Dec 1973	ANWFX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	36	9.53%	—	May 2009	ANWFX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	59	12.29%	—	Aug 1978	ANWFX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	21	4.50%	—	Mar 1973	ANWFX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	23	6.70%	—	Dec 1973	ANWFX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	50	5.52%	—	Dec 1973	ANWFX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	18	3.42%	—	Jan 1967	ANWFX vs AMCPX

Often Compared With ANWFX

Investors most often compare ANWFX with VT, VOO, FMIEX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VT	Vanguard Total World Stock ETF	Global Equities	65	10.43%	95.30B	Jun 2008	ANWFX vs VT
VOO	Vanguard S&P 500 ETF	S&P 500	63	8.09%	1.70T	Sep 2010	ANWFX vs VOO
FMIEX	Wasatch Global Value Fund Investor Class Shares	Global Equities	87	11.09%	—	Sep 1996	ANWFX vs FMIEX
CAEIX	Calvert Global Energy Solutions Fund	Global Equities	74	15.02%	—	May 2007	ANWFX vs CAEIX
GQFPX	GQG Partners Global Quality Dividend Income Fund	Global Equities	33	7.16%	—	Jun 2021	ANWFX vs GQFPX
FGIAX	Nuveen Global Infrastructure Fund Class A	Global Equities	55	12.73%	—	Dec 2007	ANWFX vs FGIAX
VGPMX	Vanguard Global Capital Cycles Fund	Global Equities	87	10.88%	3.90B	May 1984	ANWFX vs VGPMX
GAOAX	JPMorgan Global Allocation Fund A	Global Equities	18	2.69%	—	May 2011	ANWFX vs GAOAX
ARTHX	Artisan Global Equity Fund	Global Equities	37	8.53%	—	Mar 2010	ANWFX vs ARTHX
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	Global Equities	38	9.48%	—	—	ANWFX vs GLIFX
GLVAX	Invesco Global Focus Fund Class A	Global Equities	15	7.45%	—	Oct 2007	ANWFX vs GLVAX
GQRPX	GQG Partners Global Quality Equity Fund	Global Equities	9	5.53%	—	Mar 2019	ANWFX vs GQRPX
MVGIX	MFS Low Volatility Global Equity Fund	Global Equities	19	2.37%	—	Dec 2013	ANWFX vs MVGIX
GCCHX	GMO Climate Change Fund	Global Equities	84	15.49%	—	Apr 2017	ANWFX vs GCCHX
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	Global Equities	9	5.63%	—	Mar 2019	ANWFX vs GQRIX
PRAFX	T. Rowe Price Real Assets Fund	Global Equities	44	8.37%	—	Jul 2010	ANWFX vs PRAFX
MDGCX	BlackRock Advantage Global Fund, Inc.	Global Equities	86	14.67%	—	Aug 1994	ANWFX vs MDGCX
SGSCX	DWS Global Small Cap Fund	Global Equities	84	19.51%	—	Sep 1991	ANWFX vs SGSCX
AMEFX	American Funds The Income Fund of America® Class F...	Diversified Portfolio	54	5.63%	—	Dec 1973	ANWFX vs AMEFX
FTHI	First Trust BuyWrite Income ETF	Derivative Income	58	4.31%	2.34B	Jan 2014	ANWFX vs FTHI

Compare ANWFX with Any Fund or Stock

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

Symbol name

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