AFMFX vs. ANWPX
Compare and contrast key facts about American Funds American Mutual Fund Class F-3 (AFMFX) and American Funds New Perspective Fund Class A (ANWPX).
AFMFX is managed by American Funds. It was launched on Feb 21, 1950. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
AFMFX vs. ANWPX - Performance Comparison
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AFMFX vs. ANWPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AFMFX American Funds American Mutual Fund Class F-3 | -1.26% | 16.43% | 15.30% | 9.77% | -4.19% | 23.64% | 5.04% | 21.90% | -1.98% | 11.75% |
ANWPX American Funds New Perspective Fund Class A | -5.30% | 21.33% | 16.76% | 24.63% | -25.92% | 17.64% | 33.42% | 30.10% | -5.99% | 17.69% |
Returns By Period
In the year-to-date period, AFMFX achieves a -1.26% return, which is significantly higher than ANWPX's -5.30% return.
AFMFX
- 1D
- 1.87%
- 1M
- -6.02%
- YTD
- -1.26%
- 6M
- -0.03%
- 1Y
- 12.00%
- 3Y*
- 13.01%
- 5Y*
- 9.64%
- 10Y*
- —
ANWPX
- 1D
- 3.10%
- 1M
- -6.93%
- YTD
- -5.30%
- 6M
- -3.65%
- 1Y
- 16.52%
- 3Y*
- 14.90%
- 5Y*
- 7.06%
- 10Y*
- 12.32%
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AFMFX vs. ANWPX - Expense Ratio Comparison
AFMFX has a 0.27% expense ratio, which is lower than ANWPX's 0.72% expense ratio.
Return for Risk
AFMFX vs. ANWPX — Risk / Return Rank
AFMFX
ANWPX
AFMFX vs. ANWPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Mutual Fund Class F-3 (AFMFX) and American Funds New Perspective Fund Class A (ANWPX). 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.
| AFMFX | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.01 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.55 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.21 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.42 | -0.14 |
Martin ratioReturn relative to average drawdown | 5.52 | 5.78 | -0.26 |
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
| AFMFX | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.01 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.41 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.70 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.65 | +0.05 |
Correlation
The correlation between AFMFX and ANWPX is 0.80, 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
AFMFX vs. ANWPX - Dividend Comparison
AFMFX's dividend yield for the trailing twelve months is around 8.00%, more than ANWPX's 6.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFMFX American Funds American Mutual Fund Class F-3 | 8.00% | 7.86% | 6.60% | 4.06% | 5.20% | 3.58% | 2.22% | 4.89% | 6.75% | 6.25% | 0.00% | 0.00% |
ANWPX American Funds New Perspective Fund Class A | 6.94% | 6.57% | 5.13% | 5.36% | 4.16% | 7.01% | 4.13% | 3.67% | 7.59% | 5.50% | 3.86% | 6.14% |
Drawdowns
AFMFX vs. ANWPX - Drawdown Comparison
The maximum AFMFX drawdown since its inception was -29.79%, smaller than the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for AFMFX and ANWPX.
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Drawdown Indicators
| AFMFX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.79% | -52.34% | +22.55% |
Max Drawdown (1Y)Largest decline over 1 year | -10.21% | -11.75% | +1.54% |
Max Drawdown (5Y)Largest decline over 5 years | -15.16% | -34.45% | +19.29% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.45% | — |
Current DrawdownCurrent decline from peak | -6.18% | -8.73% | +2.55% |
Average DrawdownAverage peak-to-trough decline | -2.94% | -8.13% | +5.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 2.89% | -0.52% |
Volatility
AFMFX vs. ANWPX - Volatility Comparison
The current volatility for American Funds American Mutual Fund Class F-3 (AFMFX) is 4.04%, while American Funds New Perspective Fund Class A (ANWPX) has a volatility of 6.24%. This indicates that AFMFX experiences smaller price fluctuations and is considered to be less risky than ANWPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AFMFX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.04% | 6.24% | -2.20% |
Volatility (6M)Calculated over the trailing 6-month period | 7.56% | 10.32% | -2.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.90% | 17.02% | -3.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.49% | 17.15% | -4.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.57% | 17.77% | -3.20% |