FNWFX vs. AMCPX
Compare and contrast key facts about American Funds New World Fund Class F-3 (FNWFX) and American Funds AMCAP Fund Class A (AMCPX).
FNWFX is managed by American Funds. It was launched on Jun 17, 1999. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Performance
FNWFX vs. AMCPX - Performance Comparison
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FNWFX vs. AMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FNWFX American Funds New World Fund Class F-3 | -3.98% | 28.67% | 6.88% | 16.24% | -21.77% | 5.09% | 25.30% | 28.02% | -12.00% | 25.87% |
AMCPX American Funds AMCAP Fund Class A | -11.82% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 18.01% |
Returns By Period
In the year-to-date period, FNWFX achieves a -3.98% return, which is significantly higher than AMCPX's -11.82% return.
FNWFX
- 1D
- -0.63%
- 1M
- -11.95%
- YTD
- -3.98%
- 6M
- 0.15%
- 1Y
- 21.48%
- 3Y*
- 12.90%
- 5Y*
- 4.60%
- 10Y*
- —
AMCPX
- 1D
- -0.37%
- 1M
- -10.12%
- YTD
- -11.82%
- 6M
- -9.34%
- 1Y
- 11.06%
- 3Y*
- 14.39%
- 5Y*
- 6.22%
- 10Y*
- 10.59%
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FNWFX vs. AMCPX - Expense Ratio Comparison
FNWFX has a 0.57% expense ratio, which is lower than AMCPX's 0.65% expense ratio.
Return for Risk
FNWFX vs. AMCPX — Risk / Return Rank
FNWFX
AMCPX
FNWFX vs. AMCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds New World Fund Class F-3 (FNWFX) and American Funds AMCAP Fund Class A (AMCPX). 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.
| FNWFX | AMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 0.56 | +0.79 |
Sortino ratioReturn per unit of downside risk | 1.88 | 0.94 | +0.94 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.13 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 0.59 | +0.85 |
Martin ratioReturn relative to average drawdown | 6.14 | 2.42 | +3.73 |
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
| FNWFX | AMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 0.56 | +0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.33 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.57 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.57 | -0.01 |
Correlation
The correlation between FNWFX and AMCPX is 0.83, 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
FNWFX vs. AMCPX - Dividend Comparison
FNWFX's dividend yield for the trailing twelve months is around 6.34%, less than AMCPX's 9.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNWFX American Funds New World Fund Class F-3 | 6.34% | 6.09% | 4.10% | 2.88% | 1.33% | 7.32% | 0.43% | 4.04% | 2.70% | 2.27% | 0.00% | 0.00% |
AMCPX American Funds AMCAP Fund Class A | 9.90% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
Drawdowns
FNWFX vs. AMCPX - Drawdown Comparison
The maximum FNWFX drawdown since its inception was -33.40%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for FNWFX and AMCPX.
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Drawdown Indicators
| FNWFX | AMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.40% | -62.37% | +28.97% |
Max Drawdown (1Y)Largest decline over 1 year | -13.00% | -14.18% | +1.18% |
Max Drawdown (5Y)Largest decline over 5 years | -33.40% | -36.90% | +3.50% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.90% | — |
Current DrawdownCurrent decline from peak | -13.00% | -14.18% | +1.18% |
Average DrawdownAverage peak-to-trough decline | -8.80% | -9.60% | +0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 3.47% | -0.42% |
Volatility
FNWFX vs. AMCPX - Volatility Comparison
American Funds New World Fund Class F-3 (FNWFX) has a higher volatility of 6.38% compared to American Funds AMCAP Fund Class A (AMCPX) at 5.26%. This indicates that FNWFX's price experiences larger fluctuations and is considered to be riskier than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FNWFX | AMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.38% | 5.26% | +1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 10.73% | 11.06% | -0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.45% | 19.60% | -4.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.13% | 19.12% | -3.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.31% | 18.63% | -2.32% |