EFCNX vs. ANWPX
Compare and contrast key facts about Emerald Insights Fund (EFCNX) and American Funds New Perspective Fund Class A (ANWPX).
EFCNX is managed by Emerald. It was launched on Aug 1, 2014. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
EFCNX vs. ANWPX - Performance Comparison
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EFCNX vs. ANWPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EFCNX Emerald Insights Fund | 0.00% | 28.71% | 25.88% | 40.82% | -31.09% | 22.95% | 49.60% | 36.32% | -9.88% | 22.52% |
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
Over the past 10 years, EFCNX has outperformed ANWPX with an annualized return of 16.72%, while ANWPX has yielded a comparatively lower 12.32% annualized return.
EFCNX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 45.34%
- 3Y*
- 25.53%
- 5Y*
- 11.21%
- 10Y*
- 16.72%
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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EFCNX vs. ANWPX - Expense Ratio Comparison
EFCNX has a 1.40% expense ratio, which is higher than ANWPX's 0.72% expense ratio.
Return for Risk
EFCNX vs. ANWPX — Risk / Return Rank
EFCNX
ANWPX
EFCNX vs. ANWPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Emerald Insights Fund (EFCNX) 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.
| EFCNX | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.43 | 1.01 | +1.42 |
Sortino ratioReturn per unit of downside risk | 3.41 | 1.55 | +1.86 |
Omega ratioGain probability vs. loss probability | 1.84 | 1.21 | +0.63 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 1.42 | -0.55 |
Martin ratioReturn relative to average drawdown | 3.10 | 5.78 | -2.68 |
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
| EFCNX | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.43 | 1.01 | +1.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.41 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.70 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.65 | -0.02 |
Correlation
The correlation between EFCNX and ANWPX is 0.85, 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
EFCNX vs. ANWPX - Dividend Comparison
EFCNX's dividend yield for the trailing twelve months is around 8.50%, more than ANWPX's 6.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFCNX Emerald Insights Fund | 8.50% | 8.50% | 1.27% | 0.00% | 5.41% | 15.80% | 9.41% | 0.04% | 27.51% | 0.00% | 0.00% | 0.00% |
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
EFCNX vs. ANWPX - Drawdown Comparison
The maximum EFCNX drawdown since its inception was -38.34%, smaller than the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for EFCNX and ANWPX.
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Drawdown Indicators
| EFCNX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.34% | -52.34% | +14.00% |
Max Drawdown (1Y)Largest decline over 1 year | -14.32% | -11.75% | -2.57% |
Max Drawdown (5Y)Largest decline over 5 years | -38.34% | -34.45% | -3.89% |
Max Drawdown (10Y)Largest decline over 10 years | -38.34% | -34.45% | -3.89% |
Current DrawdownCurrent decline from peak | 0.00% | -8.73% | +8.73% |
Average DrawdownAverage peak-to-trough decline | -8.74% | -8.13% | -0.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.45% | 2.89% | +4.56% |
Volatility
EFCNX vs. ANWPX - Volatility Comparison
The current volatility for Emerald Insights Fund (EFCNX) is 0.00%, while American Funds New Perspective Fund Class A (ANWPX) has a volatility of 6.24%. This indicates that EFCNX 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
| EFCNX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 6.24% | -6.24% |
Volatility (6M)Calculated over the trailing 6-month period | 5.20% | 10.32% | -5.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.14% | 17.02% | +5.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.15% | 17.15% | +6.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.85% | 17.77% | +5.08% |