BFCAX vs. ANWPX
Compare and contrast key facts about American Funds Corporate Bond Fund (BFCAX) and American Funds New Perspective Fund Class A (ANWPX).
BFCAX is managed by American Funds. It was launched on Dec 14, 2012. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
BFCAX vs. ANWPX - Performance Comparison
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BFCAX vs. ANWPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BFCAX American Funds Corporate Bond Fund | -1.02% | 6.67% | 1.71% | 6.85% | -16.51% | -2.15% | 13.05% | 13.21% | -2.50% | 5.61% |
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% | 28.22% |
Returns By Period
In the year-to-date period, BFCAX achieves a -1.02% return, which is significantly higher than ANWPX's -8.14% return.
BFCAX
- 1D
- 0.53%
- 1M
- -2.59%
- YTD
- -1.02%
- 6M
- -0.52%
- 1Y
- 3.25%
- 3Y*
- 3.38%
- 5Y*
- -0.25%
- 10Y*
- —
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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BFCAX vs. ANWPX - Expense Ratio Comparison
BFCAX has a 0.70% expense ratio, which is lower than ANWPX's 0.72% expense ratio.
Return for Risk
BFCAX vs. ANWPX — Risk / Return Rank
BFCAX
ANWPX
BFCAX vs. ANWPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Corporate Bond Fund (BFCAX) 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.
| BFCAX | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.79 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.14 | 1.23 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.17 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 0.94 | +0.48 |
Martin ratioReturn relative to average drawdown | 4.34 | 3.90 | +0.44 |
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
| BFCAX | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.79 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.39 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.68 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.65 | -0.26 |
Correlation
The correlation between BFCAX and ANWPX is 0.09, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BFCAX vs. ANWPX - Dividend Comparison
BFCAX's dividend yield for the trailing twelve months is around 3.88%, less than ANWPX's 7.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFCAX American Funds Corporate Bond Fund | 3.88% | 4.20% | 4.06% | 2.82% | 1.95% | 1.50% | 4.43% | 3.44% | 2.63% | 2.68% | 0.00% | 0.00% |
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
BFCAX vs. ANWPX - Drawdown Comparison
The maximum BFCAX drawdown since its inception was -23.01%, smaller than the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for BFCAX and ANWPX.
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Drawdown Indicators
| BFCAX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.01% | -52.34% | +29.33% |
Max Drawdown (1Y)Largest decline over 1 year | -3.11% | -11.75% | +8.64% |
Max Drawdown (5Y)Largest decline over 5 years | -22.55% | -34.45% | +11.90% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.45% | — |
Current DrawdownCurrent decline from peak | -6.25% | -11.48% | +5.23% |
Average DrawdownAverage peak-to-trough decline | -6.48% | -8.13% | +1.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 2.84% | -1.82% |
Volatility
BFCAX vs. ANWPX - Volatility Comparison
The current volatility for American Funds Corporate Bond Fund (BFCAX) is 1.89%, while American Funds New Perspective Fund Class A (ANWPX) has a volatility of 5.13%. This indicates that BFCAX experiences smaller price fluctuations and is considered to be less risky than ANWPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BFCAX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.89% | 5.13% | -3.24% |
Volatility (6M)Calculated over the trailing 6-month period | 2.94% | 9.85% | -6.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.85% | 16.78% | -11.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.69% | 17.09% | -10.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.01% | 17.74% | -11.73% |