GWPAX vs. ANWPX
Compare and contrast key facts about American Funds Growth Portfolio Class A (GWPAX) and American Funds New Perspective Fund Class A (ANWPX).
GWPAX 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
GWPAX vs. ANWPX - Performance Comparison
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GWPAX vs. ANWPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GWPAX American Funds Growth Portfolio Class A | -5.63% | 20.47% | 20.17% | 28.76% | -26.97% | 18.59% | 25.34% | 27.19% | -6.59% | 25.12% |
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, GWPAX achieves a -5.63% return, which is significantly lower than ANWPX's -5.30% return. Both investments have delivered pretty close results over the past 10 years, with GWPAX having a 11.87% annualized return and ANWPX not far ahead at 12.32%.
GWPAX
- 1D
- 3.37%
- 1M
- -6.92%
- YTD
- -5.63%
- 6M
- -3.30%
- 1Y
- 19.12%
- 3Y*
- 17.31%
- 5Y*
- 7.65%
- 10Y*
- 11.87%
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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GWPAX vs. ANWPX - Expense Ratio Comparison
GWPAX has a 0.73% expense ratio, which is higher than ANWPX's 0.72% expense ratio.
Return for Risk
GWPAX vs. ANWPX — Risk / Return Rank
GWPAX
ANWPX
GWPAX vs. ANWPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Portfolio Class A (GWPAX) 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.
| GWPAX | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.01 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.55 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.42 | +0.23 |
Martin ratioReturn relative to average drawdown | 6.68 | 5.78 | +0.90 |
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
| GWPAX | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.01 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.41 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.70 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.65 | +0.03 |
Correlation
The correlation between GWPAX and ANWPX is 0.97, 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
GWPAX vs. ANWPX - Dividend Comparison
GWPAX's dividend yield for the trailing twelve months is around 6.09%, less than ANWPX's 6.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPAX American Funds Growth Portfolio Class A | 6.09% | 5.75% | 5.83% | 1.61% | 9.94% | 3.42% | 3.42% | 5.77% | 6.19% | 3.39% | 4.36% | 4.84% |
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
GWPAX vs. ANWPX - Drawdown Comparison
The maximum GWPAX drawdown since its inception was -34.15%, smaller than the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for GWPAX and ANWPX.
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Drawdown Indicators
| GWPAX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.15% | -52.34% | +18.19% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -11.75% | -0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -34.15% | -34.45% | +0.30% |
Max Drawdown (10Y)Largest decline over 10 years | -34.15% | -34.45% | +0.30% |
Current DrawdownCurrent decline from peak | -8.81% | -8.73% | -0.08% |
Average DrawdownAverage peak-to-trough decline | -5.77% | -8.13% | +2.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 2.89% | +0.02% |
Volatility
GWPAX vs. ANWPX - Volatility Comparison
American Funds Growth Portfolio Class A (GWPAX) has a higher volatility of 6.61% compared to American Funds New Perspective Fund Class A (ANWPX) at 6.24%. This indicates that GWPAX's price experiences larger fluctuations and is considered to be riskier 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
| GWPAX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.61% | 6.24% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 11.28% | 10.32% | +0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.89% | 17.02% | +1.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.17% | 17.15% | +1.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.95% | 17.77% | +0.18% |