CGNAX vs. ANWPX
Compare and contrast key facts about American Funds Growth and Income Portfolio (CGNAX) and American Funds New Perspective Fund Class A (ANWPX).
CGNAX is managed by American Funds. It was launched on May 17, 2012. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
CGNAX vs. ANWPX - Performance Comparison
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CGNAX vs. ANWPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CGNAX American Funds Growth and Income Portfolio | -2.54% | 17.85% | 14.51% | 18.73% | -15.96% | 16.36% | 16.31% | 21.78% | -5.88% | 18.99% |
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% |
Returns By Period
In the year-to-date period, CGNAX achieves a -2.54% return, which is significantly higher than ANWPX's -5.30% return. Over the past 10 years, CGNAX has underperformed ANWPX with an annualized return of 9.87%, while ANWPX has yielded a comparatively higher 12.32% annualized return.
CGNAX
- 1D
- 2.27%
- 1M
- -5.52%
- YTD
- -2.54%
- 6M
- -0.42%
- 1Y
- 15.52%
- 3Y*
- 14.20%
- 5Y*
- 7.75%
- 10Y*
- 9.87%
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%
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CGNAX vs. ANWPX - Expense Ratio Comparison
CGNAX has a 0.36% expense ratio, which is lower than ANWPX's 0.72% expense ratio.
Return for Risk
CGNAX vs. ANWPX — Risk / Return Rank
CGNAX
ANWPX
CGNAX vs. ANWPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth and Income Portfolio (CGNAX) 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.
| CGNAX | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.01 | +0.23 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.55 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.21 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 1.42 | +0.40 |
Martin ratioReturn relative to average drawdown | 7.83 | 5.78 | +2.05 |
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
| CGNAX | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.01 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.41 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.70 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.65 | +0.15 |
Correlation
The correlation between CGNAX and ANWPX is 0.95, 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
CGNAX vs. ANWPX - Dividend Comparison
CGNAX's dividend yield for the trailing twelve months is around 5.62%, less than ANWPX's 6.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGNAX American Funds Growth and Income Portfolio | 5.62% | 5.48% | 4.79% | 2.78% | 6.42% | 5.11% | 3.97% | 5.48% | 6.06% | 3.40% | 4.30% | 4.51% |
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% |
Drawdowns
CGNAX vs. ANWPX - Drawdown Comparison
The maximum CGNAX drawdown since its inception was -26.56%, smaller than the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for CGNAX and ANWPX.
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Drawdown Indicators
| CGNAX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.56% | -52.34% | +25.78% |
Max Drawdown (1Y)Largest decline over 1 year | -8.84% | -11.75% | +2.91% |
Max Drawdown (5Y)Largest decline over 5 years | -23.14% | -34.45% | +11.31% |
Max Drawdown (10Y)Largest decline over 10 years | -26.56% | -34.45% | +7.89% |
Current DrawdownCurrent decline from peak | -6.20% | -8.73% | +2.53% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -8.13% | +4.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 2.89% | -0.84% |
Volatility
CGNAX vs. ANWPX - Volatility Comparison
The current volatility for American Funds Growth and Income Portfolio (CGNAX) is 4.79%, while American Funds New Perspective Fund Class A (ANWPX) has a volatility of 6.24%. This indicates that CGNAX 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
| CGNAX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.79% | 6.24% | -1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 7.91% | 10.32% | -2.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.85% | 17.02% | -4.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.54% | 17.15% | -4.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.15% | 17.77% | -4.62% |