ANWPX Alternatives & Similar Mutual Funds

American Funds New Perspective Fund Class A (ANWPX) 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 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 0.71% annually. There are 47 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005	ANWPX vs GWOAX
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996	ANWPX vs GMGEX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	—	Sep 2014	ANWPX vs SSGLX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	97.00B	Feb 2019	ANWPX vs VTWAX
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	ANWPX vs UCEQX

Best Risk-Adjusted Alternatives to ANWPX

ANWPX has a PortfoliosLab risk / return rank of 24. There are 188 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAFX	LSV Global Managed Volatility Fund	97	—	Jun 2014	ANWPX vs LVAFX
FMIEX	Wasatch Global Value Fund Investor Class Shares	97	—	Sep 1996	ANWPX vs FMIEX
LVAGX	LSV Global Value Fund	97	—	Jun 2014	ANWPX vs LVAGX
EPSYX	MainStay Epoch Global Equity Yield Fund	96	—	Dec 2005	ANWPX vs EPSYX
PGVFX	Polaris Global Value Fund	95	—	May 1998	ANWPX vs PGVFX

Top Performing ANWPX Alternatives (YTD)

ANWPX is at 3.99% YTD. There are 213 mutual funds in the Global Equities category with higher YTD returns, going as high as 24.97%.

Symbol	Name	YTD Return	AUM	Inception
YFSIX	AMG Yacktman Global Fund	24.97%	—	Jan 2017	ANWPX vs YFSIX
YFSNX	AMG Yacktman Global Fund Class N	24.78%	—	—	ANWPX vs YFSNX
LVAGX	LSV Global Value Fund	24.67%	—	Jun 2014	ANWPX vs LVAGX
PGTIX	T. Rowe Price Global Technology Fund I Class	23.72%	—	Nov 2016	ANWPX vs PGTIX
EPSYX	MainStay Epoch Global Equity Yield Fund	21.42%	—	Dec 2005	ANWPX vs EPSYX

Lowest Volatility Alternatives to ANWPX

ANWPX has 14.87% 1-year volatility. There are 141 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.87%.

Symbol	Name	Volatility 1Y	AUM	Inception
MBXAX	Catalyst/Millburn Hedge Strategy Fund	6.87%	—	Dec 2015	ANWPX vs MBXAX
MBXIX	Catalyst/Millburn Hedge Strategy Fund Class I	6.90%	—	Dec 1996	ANWPX vs MBXIX
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	6.99%	2.00B	Dec 2013	ANWPX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.01%	2.00B	Dec 2013	ANWPX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.42%	—	Jul 2006	ANWPX vs SVTAX

Lowest Drawdown Alternatives to ANWPX

ANWPX has a 1-year max drawdown of -11.48%. There are 151 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
MBXIX	Catalyst/Millburn Hedge Strategy Fund Class I	-3.85%	—	Dec 1996	ANWPX vs MBXIX
MBXAX	Catalyst/Millburn Hedge Strategy Fund	-3.89%	—	Dec 2015	ANWPX vs MBXAX
RTXAX	Russell Investment Tax-Managed Real Assets Fund	-5.21%	—	Jun 2019	ANWPX vs RTXAX
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	ANWPX vs LVAFX
SGMAX	SEI Institutional Investments Trust Global Managed...	-5.88%	—	Jan 2016	ANWPX vs SGMAX

Other Mutual Funds from American Funds

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	79	8.24%	—	Jul 1975	ANWPX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	39	8.17%	—	Jan 1934	ANWPX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	60	9.02%	—	Jul 1952	ANWPX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	20	4.58%	—	Dec 1973	ANWPX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	51	9.58%	—	May 2009	ANWPX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	65	12.13%	—	Aug 1978	ANWPX vs ANCFX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	19	4.51%	—	Dec 1973	ANWPX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	81	8.47%	—	Dec 1973	ANWPX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	16	2.86%	—	Jan 1967	ANWPX vs AMCPX
CAIBX	American Funds Capital Income Builder Class A	Diversified Portfolio	86	10.38%	—	Jul 1987	ANWPX vs CAIBX

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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	19	4.39%	—	Dec 1973	ANWPX vs AGTHX
VOO	Vanguard S&P 500 ETF	S&P 500	68	10.16%	1.70T	Sep 2010	ANWPX vs VOO
CGGO	Capital Group Global Growth Equity ETF	Global Equities, Actively Managed	50	14.00%	11.30B	Feb 2022	ANWPX vs CGGO
VTIAX	Vanguard Total International Stock Index Fund Admi...	Foreign Large Cap Equities	72	12.79%	651.00B	Nov 2010	ANWPX vs VTIAX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	67	10.49%	2.30T	May 2001	ANWPX vs VTI
AAETX	American Funds 2030 Target Date Retirement Fund	Target Retirement Date	61	5.20%	—	Jan 2007	ANWPX vs AAETX
PRASX	T. Rowe Price New Asia Fund	Asia Pacific Equities	44	16.00%	—	Sep 1990	ANWPX vs PRASX
AAGTX	American Funds 2040 Target Date Retirement Fund Cl...	Target Retirement Date, Actively Managed	54	7.40%	—	Feb 2007	ANWPX vs AAGTX
VOOG	Vanguard S&P 500 Growth ETF	S&P 500, Large Cap Growth Equities	43	9.98%	26.40B	Sep 2010	ANWPX vs VOOG
VUG	Vanguard Growth ETF	Large Cap Growth Equities	28	5.02%	378.80B	Jan 2004	ANWPX vs VUG
AADTX	American Funds 2025 Target Date Retirement Fund	Target Retirement Date	69	4.79%	—	Jan 2007	ANWPX vs AADTX
TROSX	T. Rowe Price Overseas Stock Fund	Foreign Large Cap Equities	66	11.98%	—	Dec 2006	ANWPX vs TROSX
ANEFX	American Funds The New Economy Fund Class A	Global Equities, Actively Managed	72	14.11%	—	Dec 1983	ANWPX vs ANEFX
AALTX	American Funds 2050 Target Date Retirement Fund	Target Retirement Date	51	8.28%	—	Jan 2007	ANWPX vs AALTX
BUYZ	Franklin Disruptive Commerce ETF	Large Cap Growth Equities	4	-12.82%	5.24M	Feb 2020	ANWPX vs BUYZ
AIVGX	American Funds International Vantage Fund	Foreign Large Cap Equities	34	8.20%	—	Mar 2011	ANWPX vs AIVGX
PRJPX	T. Rowe Price Japan Fund	Japan Equities, Asia Pacific Equities	67	17.42%	—	Dec 1991	ANWPX vs PRJPX
PRJZX	PGIM Jennison Global Opportunities Fund	Global Equities	5	-2.23%	—	Mar 2012	ANWPX vs PRJZX
FISPX	Federated Hermes Max Cap Index Fund	Large Cap Blend Equities	68	9.44%	—	Jul 1990	ANWPX vs FISPX
PGROX	BNY Mellon Worldwide Growth Fund	Global Equities	18	3.41%	—	Jul 1993	ANWPX vs PGROX

Compare ANWPX with Any Fund or Stock

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

Symbol name

Diversifiers

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

American Funds New Perspective Fund Class A (ANWPX) Alternatives