AMPCX vs. ANWPX
Compare and contrast key facts about American Funds AMCAP Fund Class C (AMPCX) and American Funds New Perspective Fund Class A (ANWPX).
AMPCX is managed by American Funds. It was launched on May 1, 1967. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
AMPCX vs. ANWPX - Performance Comparison
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AMPCX vs. ANWPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMPCX American Funds AMCAP Fund Class C | -11.98% | 16.78% | 20.17% | 30.08% | -29.17% | 22.77% | 20.52% | 25.37% | -5.50% | 21.11% |
ANWPX American Funds New Perspective Fund Class A | -8.14% | 21.33% | 16.76% | 24.63% | -25.92% | 17.64% | 33.42% | 30.10% | -5.99% | 28.91% |
Returns By Period
In the year-to-date period, AMPCX achieves a -11.98% return, which is significantly lower than ANWPX's -8.14% return. Over the past 10 years, AMPCX has underperformed ANWPX with an annualized return of 10.00%, while ANWPX has yielded a comparatively higher 11.98% annualized return.
AMPCX
- 1D
- -0.38%
- 1M
- -10.18%
- YTD
- -11.98%
- 6M
- -9.70%
- 1Y
- 10.20%
- 3Y*
- 13.51%
- 5Y*
- 5.97%
- 10Y*
- 10.00%
ANWPX
- 1D
- -0.18%
- 1M
- -10.49%
- YTD
- -8.14%
- 6M
- -5.86%
- 1Y
- 13.67%
- 3Y*
- 13.74%
- 5Y*
- 6.70%
- 10Y*
- 11.98%
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AMPCX vs. ANWPX - Expense Ratio Comparison
AMPCX has a 1.40% expense ratio, which is higher than ANWPX's 0.72% expense ratio.
Return for Risk
AMPCX vs. ANWPX — Risk / Return Rank
AMPCX
ANWPX
AMPCX vs. ANWPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class C (AMPCX) 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.
| AMPCX | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 0.79 | -0.28 |
Sortino ratioReturn per unit of downside risk | 0.88 | 1.23 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.17 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 0.94 | -0.41 |
Martin ratioReturn relative to average drawdown | 2.15 | 3.90 | -1.75 |
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
| AMPCX | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 0.79 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.39 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.68 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.65 | -0.25 |
Correlation
The correlation between AMPCX and ANWPX is 0.90, 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
AMPCX vs. ANWPX - Dividend Comparison
AMPCX's dividend yield for the trailing twelve months is around 12.90%, more than ANWPX's 7.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMPCX American Funds AMCAP Fund Class C | 12.90% | 11.35% | 9.83% | 3.32% | 9.21% | 7.09% | 4.32% | 5.06% | 8.25% | 5.61% | 3.77% | 9.83% |
ANWPX American Funds New Perspective Fund Class A | 7.16% | 6.57% | 5.13% | 5.36% | 4.16% | 7.01% | 4.13% | 3.67% | 7.59% | 5.50% | 3.86% | 6.14% |
Drawdowns
AMPCX vs. ANWPX - Drawdown Comparison
The maximum AMPCX drawdown since its inception was -53.38%, roughly equal to the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for AMPCX and ANWPX.
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Drawdown Indicators
| AMPCX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.38% | -52.34% | -1.04% |
Max Drawdown (1Y)Largest decline over 1 year | -14.33% | -11.75% | -2.58% |
Max Drawdown (5Y)Largest decline over 5 years | -35.67% | -34.45% | -1.22% |
Max Drawdown (10Y)Largest decline over 10 years | -35.67% | -34.45% | -1.22% |
Current DrawdownCurrent decline from peak | -14.33% | -11.48% | -2.85% |
Average DrawdownAverage peak-to-trough decline | -9.27% | -8.13% | -1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 2.84% | +0.67% |
Volatility
AMPCX vs. ANWPX - Volatility Comparison
American Funds AMCAP Fund Class C (AMPCX) and American Funds New Perspective Fund Class A (ANWPX) have volatilities of 5.25% and 5.13%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMPCX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.25% | 5.13% | +0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 11.05% | 9.85% | +1.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.62% | 16.78% | +2.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.13% | 17.09% | +2.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.65% | 17.74% | +0.91% |