GAIOX vs. ANWPX
Compare and contrast key facts about American Funds Growth and Income Portfolio (GAIOX) and American Funds New Perspective Fund Class A (ANWPX).
GAIOX is managed by American Funds. It was launched on May 18, 2012. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
GAIOX vs. ANWPX - Performance Comparison
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GAIOX vs. ANWPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GAIOX American Funds Growth and Income Portfolio | -2.54% | 17.92% | 14.54% | 18.77% | -15.88% | 16.31% | 16.35% | 21.90% | -5.91% | 19.13% |
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, GAIOX achieves a -2.54% return, which is significantly higher than ANWPX's -5.30% return. Over the past 10 years, GAIOX has underperformed ANWPX with an annualized return of 9.91%, while ANWPX has yielded a comparatively higher 12.32% annualized return.
GAIOX
- 1D
- 2.32%
- 1M
- -5.47%
- YTD
- -2.54%
- 6M
- -0.41%
- 1Y
- 15.59%
- 3Y*
- 14.24%
- 5Y*
- 7.78%
- 10Y*
- 9.91%
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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GAIOX vs. ANWPX - Expense Ratio Comparison
GAIOX has a 0.66% expense ratio, which is lower than ANWPX's 0.72% expense ratio.
Return for Risk
GAIOX vs. ANWPX — Risk / Return Rank
GAIOX
ANWPX
GAIOX vs. ANWPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth and Income Portfolio (GAIOX) 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.
| GAIOX | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.01 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.55 | +0.31 |
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 | 7.85 | 5.78 | +2.07 |
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
| GAIOX | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.01 | +0.24 |
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 | 0.76 | 0.70 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.65 | +0.15 |
Correlation
The correlation between GAIOX 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
GAIOX vs. ANWPX - Dividend Comparison
GAIOX's dividend yield for the trailing twelve months is around 5.64%, less than ANWPX's 6.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GAIOX American Funds Growth and Income Portfolio | 5.64% | 5.50% | 4.81% | 2.81% | 6.45% | 5.13% | 4.00% | 5.51% | 6.10% | 3.45% | 4.39% | 4.60% |
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
GAIOX vs. ANWPX - Drawdown Comparison
The maximum GAIOX drawdown since its inception was -26.55%, smaller than the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for GAIOX and ANWPX.
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Drawdown Indicators
| GAIOX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.55% | -52.34% | +25.79% |
Max Drawdown (1Y)Largest decline over 1 year | -8.83% | -11.75% | +2.92% |
Max Drawdown (5Y)Largest decline over 5 years | -23.11% | -34.45% | +11.34% |
Max Drawdown (10Y)Largest decline over 10 years | -26.55% | -34.45% | +7.90% |
Current DrawdownCurrent decline from peak | -6.19% | -8.73% | +2.54% |
Average DrawdownAverage peak-to-trough decline | -3.47% | -8.13% | +4.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 2.89% | -0.84% |
Volatility
GAIOX vs. ANWPX - Volatility Comparison
The current volatility for American Funds Growth and Income Portfolio (GAIOX) is 4.80%, while American Funds New Perspective Fund Class A (ANWPX) has a volatility of 6.24%. This indicates that GAIOX 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
| GAIOX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 6.24% | -1.44% |
Volatility (6M)Calculated over the trailing 6-month period | 7.93% | 10.32% | -2.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.84% | 17.02% | -4.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.53% | 17.15% | -4.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.14% | 17.77% | -4.63% |