ANWPX vs. AGTHX
Compare and contrast key facts about American Funds New Perspective Fund Class A (ANWPX) and American Funds The Growth Fund of America Class A (AGTHX).
ANWPX is managed by American Funds. It was launched on Mar 13, 1973. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Performance
ANWPX vs. AGTHX - Performance Comparison
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ANWPX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANWPX American Funds New Perspective Fund Class A | -5.30% | 21.33% | 16.76% | 24.63% | -25.92% | 17.64% | 33.42% | 30.10% | -5.99% | 28.91% |
AGTHX American Funds The Growth Fund of America Class A | -8.07% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
Returns By Period
In the year-to-date period, ANWPX achieves a -5.30% return, which is significantly higher than AGTHX's -8.07% return. Over the past 10 years, ANWPX has underperformed AGTHX with an annualized return of 12.32%, while AGTHX has yielded a comparatively higher 14.32% annualized return.
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%
AGTHX
- 1D
- 3.56%
- 1M
- -6.34%
- YTD
- -8.07%
- 6M
- -7.16%
- 1Y
- 16.84%
- 3Y*
- 20.26%
- 5Y*
- 8.96%
- 10Y*
- 14.32%
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ANWPX vs. AGTHX - Expense Ratio Comparison
ANWPX has a 0.72% expense ratio, which is higher than AGTHX's 0.61% expense ratio.
Return for Risk
ANWPX vs. AGTHX — Risk / Return Rank
ANWPX
AGTHX
ANWPX vs. AGTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds New Perspective Fund Class A (ANWPX) and American Funds The Growth Fund of America Class A (AGTHX). 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.
| ANWPX | AGTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.84 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.34 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.19 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.26 | +0.16 |
Martin ratioReturn relative to average drawdown | 5.78 | 4.78 | +1.00 |
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
| ANWPX | AGTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.84 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.45 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.73 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.68 | -0.03 |
Correlation
The correlation between ANWPX and AGTHX 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
ANWPX vs. AGTHX - Dividend Comparison
ANWPX's dividend yield for the trailing twelve months is around 6.94%, less than AGTHX's 11.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
AGTHX American Funds The Growth Fund of America Class A | 11.63% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
Drawdowns
ANWPX vs. AGTHX - Drawdown Comparison
The maximum ANWPX drawdown since its inception was -52.34%, roughly equal to the maximum AGTHX drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for ANWPX and AGTHX.
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Drawdown Indicators
| ANWPX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.34% | -51.91% | -0.43% |
Max Drawdown (1Y)Largest decline over 1 year | -11.75% | -13.76% | +2.01% |
Max Drawdown (5Y)Largest decline over 5 years | -34.45% | -36.38% | +1.93% |
Max Drawdown (10Y)Largest decline over 10 years | -34.45% | -36.38% | +1.93% |
Current DrawdownCurrent decline from peak | -8.73% | -10.70% | +1.97% |
Average DrawdownAverage peak-to-trough decline | -8.13% | -9.23% | +1.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 3.63% | -0.74% |
Volatility
ANWPX vs. AGTHX - Volatility Comparison
The current volatility for American Funds New Perspective Fund Class A (ANWPX) is 6.24%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 6.76%. This indicates that ANWPX experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANWPX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.24% | 6.76% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 10.32% | 12.13% | -1.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.02% | 21.01% | -3.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.15% | 20.23% | -3.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.77% | 19.64% | -1.87% |