AIVGX vs. ANWPX
Compare and contrast key facts about American Funds International Vantage Fund (AIVGX) and American Funds New Perspective Fund Class A (ANWPX).
AIVGX is managed by American Funds. It was launched on Mar 31, 2011. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
AIVGX vs. ANWPX - Performance Comparison
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AIVGX vs. ANWPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AIVGX American Funds International Vantage Fund | -2.62% | 28.36% | 1.36% | 16.30% | -16.86% | 9.48% | 16.37% | 3.80% |
ANWPX American Funds New Perspective Fund Class A | -5.30% | 21.33% | 16.76% | 24.63% | -25.92% | 17.64% | 33.42% | 5.49% |
Returns By Period
In the year-to-date period, AIVGX achieves a -2.62% return, which is significantly higher than ANWPX's -5.30% return.
AIVGX
- 1D
- 3.03%
- 1M
- -6.76%
- YTD
- -2.62%
- 6M
- -0.14%
- 1Y
- 16.11%
- 3Y*
- 9.93%
- 5Y*
- 5.69%
- 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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AIVGX vs. ANWPX - Expense Ratio Comparison
AIVGX has a 0.59% expense ratio, which is lower than ANWPX's 0.72% expense ratio.
Return for Risk
AIVGX vs. ANWPX — Risk / Return Rank
AIVGX
ANWPX
AIVGX vs. ANWPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds International Vantage Fund (AIVGX) 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.
| AIVGX | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.01 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.55 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.21 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.42 | -0.06 |
Martin ratioReturn relative to average drawdown | 5.35 | 5.78 | -0.43 |
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
| AIVGX | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.01 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.41 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.70 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.65 | -0.18 |
Correlation
The correlation between AIVGX and ANWPX is 0.88, 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
AIVGX vs. ANWPX - Dividend Comparison
AIVGX's dividend yield for the trailing twelve months is around 3.55%, less than ANWPX's 6.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVGX American Funds International Vantage Fund | 3.55% | 3.46% | 1.66% | 1.53% | 1.43% | 2.84% | 2.65% | 5.86% | 0.00% | 0.00% | 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
AIVGX vs. ANWPX - Drawdown Comparison
The maximum AIVGX drawdown since its inception was -31.04%, smaller than the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for AIVGX and ANWPX.
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Drawdown Indicators
| AIVGX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.04% | -52.34% | +21.30% |
Max Drawdown (1Y)Largest decline over 1 year | -11.58% | -11.75% | +0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -31.04% | -34.45% | +3.41% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.45% | — |
Current DrawdownCurrent decline from peak | -8.71% | -8.73% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -7.10% | -8.13% | +1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 2.89% | +0.05% |
Volatility
AIVGX vs. ANWPX - Volatility Comparison
American Funds International Vantage Fund (AIVGX) has a higher volatility of 7.43% compared to American Funds New Perspective Fund Class A (ANWPX) at 6.24%. This indicates that AIVGX'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.
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Volatility by Period
| AIVGX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.43% | 6.24% | +1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 10.32% | +0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.38% | 17.02% | -0.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.35% | 17.15% | -1.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.74% | 17.77% | -1.03% |