AGTHX vs. ANWPX
Compare and contrast key facts about American Funds The Growth Fund of America Class A (AGTHX) and American Funds New Perspective Fund Class A (ANWPX).
AGTHX is managed by Equity. It was launched on Dec 1, 1973. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGTHX or ANWPX.
Performance
AGTHX vs. ANWPX - Performance Comparison
Returns By Period
In the year-to-date period, AGTHX achieves a 28.39% return, which is significantly higher than ANWPX's 16.42% return. Over the past 10 years, AGTHX has outperformed ANWPX with an annualized return of 13.49%, while ANWPX has yielded a comparatively lower 11.10% annualized return.
AGTHX
28.39%
2.35%
13.25%
36.72%
15.33%
13.49%
ANWPX
16.42%
-1.35%
5.48%
23.11%
12.12%
11.10%
Key characteristics
| AGTHX | ANWPX | |
|---|---|---|
| Sharpe Ratio | 2.40 | 1.82 |
| Sortino Ratio | 3.18 | 2.52 |
| Omega Ratio | 1.43 | 1.33 |
| Calmar Ratio | 2.06 | 1.49 |
| Martin Ratio | 15.46 | 11.43 |
| Ulcer Index | 2.34% | 1.99% |
| Daily Std Dev | 15.07% | 12.48% |
| Max Drawdown | -65.35% | -50.43% |
| Current Drawdown | -1.60% | -2.46% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AGTHX vs. ANWPX - Expense Ratio Comparison
AGTHX has a 0.61% expense ratio, which is lower than ANWPX's 0.72% expense ratio.
Correlation
The correlation between AGTHX and ANWPX is 0.82, 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.
Risk-Adjusted Performance
AGTHX vs. ANWPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Growth Fund of America Class A (AGTHX) 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.
Dividends
AGTHX vs. ANWPX - Dividend Comparison
AGTHX's dividend yield for the trailing twelve months is around 5.30%, more than ANWPX's 0.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 5.30% | 6.81% | 0.75% | 8.18% | 4.55% | 7.89% | 12.71% | 7.54% | 6.61% | 8.87% | 9.90% | 6.71% |
ANWPX American Funds New Perspective Fund Class A | 0.80% | 0.94% | 0.84% | 0.33% | 0.13% | 1.01% | 1.18% | 0.45% | 0.82% | 0.72% | 7.58% | 6.26% |
Drawdowns
AGTHX vs. ANWPX - Drawdown Comparison
The maximum AGTHX drawdown since its inception was -65.35%, which is greater than ANWPX's maximum drawdown of -50.43%. Use the drawdown chart below to compare losses from any high point for AGTHX and ANWPX. For additional features, visit the drawdowns tool.
Volatility
AGTHX vs. ANWPX - Volatility Comparison
American Funds The Growth Fund of America Class A (AGTHX) has a higher volatility of 4.81% compared to American Funds New Perspective Fund Class A (ANWPX) at 3.49%. This indicates that AGTHX's price experiences larger fluctuations and is considered to be riskier than ANWPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.