ANWPX vs. ANCFX
Compare and contrast key facts about American Funds New Perspective Fund Class A (ANWPX) and American Funds Fundamental Investors Class A (ANCFX).
ANWPX is managed by American Funds. It was launched on Mar 13, 1973. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
ANWPX vs. ANCFX - Performance Comparison
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ANWPX vs. ANCFX - 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% |
ANCFX American Funds Fundamental Investors Class A | -3.35% | 24.21% | 22.73% | 25.86% | -16.66% | 22.43% | 14.92% | 27.07% | -8.13% | 22.80% |
Returns By Period
In the year-to-date period, ANWPX achieves a -5.30% return, which is significantly lower than ANCFX's -3.35% return. Over the past 10 years, ANWPX has underperformed ANCFX with an annualized return of 12.32%, while ANCFX has yielded a comparatively higher 13.25% 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%
ANCFX
- 1D
- 2.96%
- 1M
- -7.05%
- YTD
- -3.35%
- 6M
- 0.12%
- 1Y
- 23.25%
- 3Y*
- 20.52%
- 5Y*
- 11.90%
- 10Y*
- 13.25%
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ANWPX vs. ANCFX - Expense Ratio Comparison
ANWPX has a 0.72% expense ratio, which is higher than ANCFX's 0.59% expense ratio.
Return for Risk
ANWPX vs. ANCFX — Risk / Return Rank
ANWPX
ANCFX
ANWPX vs. ANCFX - 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 Fundamental Investors Class A (ANCFX). 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 | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.33 | -0.32 |
Sortino ratioReturn per unit of downside risk | 1.55 | 2.00 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.28 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 2.13 | -0.71 |
Martin ratioReturn relative to average drawdown | 5.78 | 9.34 | -3.57 |
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 | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.33 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.72 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.75 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.62 | +0.04 |
Correlation
The correlation between ANWPX and ANCFX is 0.86, 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. ANCFX - Dividend Comparison
ANWPX's dividend yield for the trailing twelve months is around 6.94%, less than ANCFX's 8.85% 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% |
ANCFX American Funds Fundamental Investors Class A | 8.85% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
Drawdowns
ANWPX vs. ANCFX - Drawdown Comparison
The maximum ANWPX drawdown since its inception was -52.34%, roughly equal to the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for ANWPX and ANCFX.
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Drawdown Indicators
| ANWPX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.34% | -53.29% | +0.95% |
Max Drawdown (1Y)Largest decline over 1 year | -11.75% | -11.35% | -0.40% |
Max Drawdown (5Y)Largest decline over 5 years | -34.45% | -25.07% | -9.38% |
Max Drawdown (10Y)Largest decline over 10 years | -34.45% | -33.93% | -0.52% |
Current DrawdownCurrent decline from peak | -8.73% | -8.02% | -0.71% |
Average DrawdownAverage peak-to-trough decline | -8.13% | -7.34% | -0.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 2.59% | +0.30% |
Volatility
ANWPX vs. ANCFX - Volatility Comparison
American Funds New Perspective Fund Class A (ANWPX) and American Funds Fundamental Investors Class A (ANCFX) have volatilities of 6.24% and 6.04%, 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
| ANWPX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.24% | 6.04% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 10.32% | 11.03% | -0.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.02% | 18.13% | -1.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.15% | 16.72% | +0.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.77% | 17.67% | +0.10% |