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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANWPX or AGTHX.
Correlation
The correlation between ANWPX and AGTHX is 0.84, 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
ANWPX vs. AGTHX - Performance Comparison
Key characteristics
ANWPX:
0.97
AGTHX:
1.97
ANWPX:
1.33
AGTHX:
2.60
ANWPX:
1.18
AGTHX:
1.35
ANWPX:
0.57
AGTHX:
2.34
ANWPX:
4.79
AGTHX:
12.33
ANWPX:
2.80%
AGTHX:
2.52%
ANWPX:
13.86%
AGTHX:
15.80%
ANWPX:
-50.43%
AGTHX:
-51.65%
ANWPX:
-12.00%
AGTHX:
-2.73%
Returns By Period
In the year-to-date period, ANWPX achieves a 0.95% return, which is significantly lower than AGTHX's 2.27% return. Over the past 10 years, ANWPX has underperformed AGTHX with an annualized return of 6.44%, while AGTHX has yielded a comparatively higher 13.94% annualized return.
ANWPX
0.95%
-7.41%
-0.41%
14.35%
5.70%
6.44%
AGTHX
2.27%
-2.73%
11.08%
31.72%
13.79%
13.94%
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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.
Risk-Adjusted Performance
ANWPX vs. AGTHX — Risk-Adjusted Performance Rank
ANWPX
AGTHX
ANWPX vs. AGTHX - Risk-Adjusted Performance 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.
Dividends
ANWPX vs. AGTHX - Dividend Comparison
ANWPX's dividend yield for the trailing twelve months is around 0.59%, less than AGTHX's 8.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANWPX American Funds New Perspective Fund Class A | 0.59% | 0.59% | 0.94% | 0.84% | 0.33% | 0.13% | 1.01% | 1.18% | 0.45% | 0.82% | 0.72% | 7.58% |
AGTHX American Funds The Growth Fund of America Class A | 8.79% | 8.99% | 6.81% | 0.75% | 8.18% | 4.55% | 7.89% | 12.71% | 7.54% | 6.61% | 8.87% | 9.90% |
Drawdowns
ANWPX vs. AGTHX - Drawdown Comparison
The maximum ANWPX drawdown since its inception was -50.43%, roughly equal to the maximum AGTHX drawdown of -51.65%. Use the drawdown chart below to compare losses from any high point for ANWPX and AGTHX. For additional features, visit the drawdowns tool.
Volatility
ANWPX vs. AGTHX - Volatility Comparison
American Funds New Perspective Fund Class A (ANWPX) has a higher volatility of 6.71% compared to American Funds The Growth Fund of America Class A (AGTHX) at 5.95%. This indicates that ANWPX's price experiences larger fluctuations and is considered to be riskier than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.