ANWFX vs. RGAGX
Compare and contrast key facts about American Funds New Perspective Fund Class F-2 (ANWFX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
ANWFX is a passively managed fund by American Funds that tracks the performance of the MSCI All Country World Index (ACWI). It was launched on Mar 13, 1973. RGAGX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
ANWFX vs. RGAGX - Performance Comparison
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ANWFX vs. RGAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANWFX American Funds New Perspective Fund Class F-2 | -5.25% | 21.60% | 16.98% | 24.93% | -25.76% | 17.88% | 33.71% | 30.36% | -5.79% | 29.13% |
RGAGX American Funds The Growth Fund of America Class R-6 | -7.99% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Returns By Period
In the year-to-date period, ANWFX achieves a -5.25% return, which is significantly higher than RGAGX's -7.99% return. Over the past 10 years, ANWFX has underperformed RGAGX with an annualized return of 12.56%, while RGAGX has yielded a comparatively higher 14.74% annualized return.
ANWFX
- 1D
- 3.11%
- 1M
- -6.91%
- YTD
- -5.25%
- 6M
- -3.54%
- 1Y
- 16.76%
- 3Y*
- 15.14%
- 5Y*
- 7.28%
- 10Y*
- 12.56%
RGAGX
- 1D
- 3.55%
- 1M
- -6.32%
- YTD
- -7.99%
- 6M
- -7.03%
- 1Y
- 17.19%
- 3Y*
- 20.63%
- 5Y*
- 9.29%
- 10Y*
- 14.74%
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ANWFX vs. RGAGX - Expense Ratio Comparison
ANWFX has a 0.51% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Return for Risk
ANWFX vs. RGAGX — Risk / Return Rank
ANWFX
RGAGX
ANWFX vs. RGAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds New Perspective Fund Class F-2 (ANWFX) and American Funds The Growth Fund of America Class R-6 (RGAGX). 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.
| ANWFX | RGAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.86 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.37 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 1.29 | +0.15 |
Martin ratioReturn relative to average drawdown | 5.87 | 4.90 | +0.97 |
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
| ANWFX | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.86 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.46 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.75 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.80 | -0.31 |
Correlation
The correlation between ANWFX and RGAGX is 0.95, 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
ANWFX vs. RGAGX - Dividend Comparison
ANWFX's dividend yield for the trailing twelve months is around 7.19%, less than RGAGX's 11.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANWFX American Funds New Perspective Fund Class F-2 | 7.19% | 6.81% | 5.38% | 5.60% | 4.42% | 7.25% | 4.35% | 3.90% | 7.88% | 5.72% | 4.14% | 6.39% |
RGAGX American Funds The Growth Fund of America Class R-6 | 11.95% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Drawdowns
ANWFX vs. RGAGX - Drawdown Comparison
The maximum ANWFX drawdown since its inception was -49.65%, which is greater than RGAGX's maximum drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for ANWFX and RGAGX.
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Drawdown Indicators
| ANWFX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.65% | -36.19% | -13.46% |
Max Drawdown (1Y)Largest decline over 1 year | -11.74% | -13.71% | +1.97% |
Max Drawdown (5Y)Largest decline over 5 years | -34.32% | -36.19% | +1.87% |
Max Drawdown (10Y)Largest decline over 10 years | -34.32% | -36.19% | +1.87% |
Current DrawdownCurrent decline from peak | -8.70% | -10.64% | +1.94% |
Average DrawdownAverage peak-to-trough decline | -7.80% | -5.53% | -2.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 3.62% | -0.74% |
Volatility
ANWFX vs. RGAGX - Volatility Comparison
The current volatility for American Funds New Perspective Fund Class F-2 (ANWFX) is 6.24%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 6.74%. This indicates that ANWFX experiences smaller price fluctuations and is considered to be less risky than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANWFX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.24% | 6.74% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 10.33% | 12.12% | -1.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.02% | 21.00% | -3.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.14% | 20.23% | -3.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.77% | 19.64% | -1.87% |