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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIVGX or ANWPX.
Correlation
The correlation between AIVGX and ANWPX is 0.89, 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.
Performance
AIVGX vs. ANWPX - Performance Comparison
Key characteristics
AIVGX:
-0.02
ANWPX:
0.80
AIVGX:
0.06
ANWPX:
1.10
AIVGX:
1.01
ANWPX:
1.16
AIVGX:
-0.02
ANWPX:
0.92
AIVGX:
-0.06
ANWPX:
4.60
AIVGX:
3.86%
ANWPX:
2.42%
AIVGX:
12.28%
ANWPX:
13.97%
AIVGX:
-31.04%
ANWPX:
-50.43%
AIVGX:
-11.26%
ANWPX:
-8.80%
Returns By Period
AIVGX
0.00%
-4.95%
-5.23%
-0.24%
4.09%
N/A
ANWPX
0.00%
-6.32%
-1.19%
11.11%
9.80%
10.60%
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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.
Risk-Adjusted Performance
AIVGX vs. ANWPX - Risk-Adjusted Performance 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.
Dividends
AIVGX vs. ANWPX - Dividend Comparison
Neither AIVGX nor ANWPX has paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
American Funds International Vantage Fund | 0.00% | 1.53% | 1.43% | 1.07% | 0.62% | 1.76% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
American Funds New Perspective Fund Class A | 0.00% | 0.94% | 0.84% | 0.33% | 0.13% | 1.01% | 1.18% | 0.45% | 0.82% | 0.72% | 7.58% |
Drawdowns
AIVGX vs. ANWPX - Drawdown Comparison
The maximum AIVGX drawdown since its inception was -31.04%, smaller than the maximum ANWPX drawdown of -50.43%. Use the drawdown chart below to compare losses from any high point for AIVGX and ANWPX. For additional features, visit the drawdowns tool.
Volatility
AIVGX vs. ANWPX - Volatility Comparison
The current volatility for American Funds International Vantage Fund (AIVGX) is 3.44%, while American Funds New Perspective Fund Class A (ANWPX) has a volatility of 6.92%. This indicates that AIVGX 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.