American Funds New Perspective Fund Class A (ANWPX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ANWPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ANWPX
ANWPX charges 0.72% annually. There are 150 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | ANWPX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | ANWPX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ANWPX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | ANWPX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | ANWPX vs VIGAX |
Best Risk-Adjusted Alternatives to ANWPX
ANWPX has a PortfoliosLab risk / return rank of 29. There are 223 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | ANWPX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | ANWPX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | ANWPX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | ANWPX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | ANWPX vs POGRX |
Top Performing ANWPX Alternatives (YTD)
ANWPX is at 7.38% YTD. There are 284 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | ANWPX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | ANWPX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 28.96% | — | Feb 2004 | ANWPX vs RYGRX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | ANWPX vs FOKFX | |
| Fidelity OTC Portfolio Class K | 27.65% | — | May 2008 | ANWPX vs FOCKX |
Lowest Volatility Alternatives to ANWPX
ANWPX has 13.39% 1-year volatility. There are 74 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | ANWPX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.26% | — | Jan 2005 | ANWPX vs MEIFX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | ANWPX vs EFCNX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | ANWPX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | ANWPX vs AWYIX |
Lowest Drawdown Alternatives to ANWPX
ANWPX has a 1-year max drawdown of -11.48%. There are 89 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | ANWPX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | ANWPX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | ANWPX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | ANWPX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | ANWPX vs AQEIX |
Other Mutual Funds from American Funds
The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, RGAGX and span 6 categories.
Often Compared With ANWPX
Investors most often compare ANWPX with AGTHX, VOO, CGGO. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare ANWPX with Any Fund or Stock
Compare ANWPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ANWPX with funds that move differently
American Funds New Perspective Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ANWPX.
Explore ANWPX Diversifiers