CGIAX vs. ANWPX
Compare and contrast key facts about American Funds International Growth and Income Fund (CGIAX) and American Funds New Perspective Fund Class A (ANWPX).
CGIAX is managed by American Funds. It was launched on Oct 1, 2008. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
CGIAX vs. ANWPX - Performance Comparison
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CGIAX vs. ANWPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CGIAX American Funds International Growth and Income Fund | 3.15% | 35.04% | 3.26% | 15.22% | -15.49% | 9.79% | 7.73% | 27.06% | -14.45% | 26.00% |
ANWPX American Funds New Perspective Fund Class A | -3.95% | 21.33% | 16.76% | 24.63% | -25.92% | 17.64% | 33.42% | 30.10% | -5.99% | 28.91% |
Returns By Period
In the year-to-date period, CGIAX achieves a 3.15% return, which is significantly higher than ANWPX's -3.95% return. Over the past 10 years, CGIAX has underperformed ANWPX with an annualized return of 8.89%, while ANWPX has yielded a comparatively higher 12.48% annualized return.
CGIAX
- 1D
- 1.55%
- 1M
- -2.45%
- YTD
- 3.15%
- 6M
- 7.96%
- 1Y
- 28.77%
- 3Y*
- 15.53%
- 5Y*
- 7.75%
- 10Y*
- 8.89%
ANWPX
- 1D
- 1.42%
- 1M
- -3.47%
- YTD
- -3.95%
- 6M
- -2.45%
- 1Y
- 17.48%
- 3Y*
- 15.44%
- 5Y*
- 7.36%
- 10Y*
- 12.48%
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CGIAX vs. ANWPX - Expense Ratio Comparison
CGIAX has a 0.93% expense ratio, which is higher than ANWPX's 0.72% expense ratio.
Return for Risk
CGIAX vs. ANWPX — Risk / Return Rank
CGIAX
ANWPX
CGIAX vs. ANWPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds International Growth and Income Fund (CGIAX) 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.
| CGIAX | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.99 | 1.07 | +0.92 |
Sortino ratioReturn per unit of downside risk | 2.52 | 1.62 | +0.90 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.22 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 2.73 | 1.60 | +1.12 |
Martin ratioReturn relative to average drawdown | 10.48 | 6.44 | +4.05 |
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
| CGIAX | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.99 | 1.07 | +0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.43 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.70 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.66 | -0.22 |
Correlation
The correlation between CGIAX and ANWPX is 0.90, 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
CGIAX vs. ANWPX - Dividend Comparison
CGIAX's dividend yield for the trailing twelve months is around 7.99%, more than ANWPX's 6.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGIAX American Funds International Growth and Income Fund | 7.99% | 8.13% | 3.34% | 2.27% | 3.99% | 6.90% | 1.35% | 2.36% | 2.74% | 1.80% | 2.29% | 3.17% |
ANWPX American Funds New Perspective Fund Class A | 6.84% | 6.57% | 5.13% | 5.36% | 4.16% | 7.01% | 4.13% | 3.67% | 7.59% | 5.50% | 3.86% | 6.14% |
Drawdowns
CGIAX vs. ANWPX - Drawdown Comparison
The maximum CGIAX drawdown since its inception was -35.78%, smaller than the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for CGIAX and ANWPX.
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Drawdown Indicators
| CGIAX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.78% | -52.34% | +16.56% |
Max Drawdown (1Y)Largest decline over 1 year | -10.90% | -11.48% | +0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -30.60% | -34.45% | +3.85% |
Max Drawdown (10Y)Largest decline over 10 years | -35.78% | -34.45% | -1.33% |
Current DrawdownCurrent decline from peak | -7.40% | -7.44% | +0.04% |
Average DrawdownAverage peak-to-trough decline | -7.99% | -8.13% | +0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 2.93% | -0.10% |
Volatility
CGIAX vs. ANWPX - Volatility Comparison
The current volatility for American Funds International Growth and Income Fund (CGIAX) is 5.62%, while American Funds New Perspective Fund Class A (ANWPX) has a volatility of 6.14%. This indicates that CGIAX 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
| CGIAX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.62% | 6.14% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 9.80% | 10.41% | -0.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.60% | 17.07% | -2.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.44% | 17.15% | -2.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.83% | 17.77% | -1.94% |