NEWFX vs. AEPGX
Compare and contrast key facts about American Funds New World Fund (NEWFX) and American Funds EuroPacific Growth Fund Class A (AEPGX).
NEWFX is managed by American Funds. It was launched on Jun 16, 1999. AEPGX is managed by American Funds. It was launched on Apr 16, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NEWFX or AEPGX.
Correlation
The correlation between NEWFX and AEPGX is 0.92, 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.
Performance
NEWFX vs. AEPGX - Performance Comparison
Key characteristics
NEWFX:
0.49
AEPGX:
0.09
NEWFX:
0.72
AEPGX:
0.21
NEWFX:
1.10
AEPGX:
1.03
NEWFX:
0.33
AEPGX:
0.05
NEWFX:
2.05
AEPGX:
0.35
NEWFX:
2.86%
AEPGX:
3.39%
NEWFX:
12.03%
AEPGX:
13.58%
NEWFX:
-56.09%
AEPGX:
-52.42%
NEWFX:
-12.28%
AEPGX:
-24.65%
Returns By Period
In the year-to-date period, NEWFX achieves a 3.33% return, which is significantly higher than AEPGX's -1.11% return. Over the past 10 years, NEWFX has outperformed AEPGX with an annualized return of 5.90%, while AEPGX has yielded a comparatively lower 2.39% annualized return.
NEWFX
3.33%
-4.18%
-3.69%
4.61%
4.10%
5.90%
AEPGX
-1.11%
-5.16%
-5.77%
0.05%
0.44%
2.39%
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NEWFX vs. AEPGX - Expense Ratio Comparison
NEWFX has a 0.96% expense ratio, which is higher than AEPGX's 0.80% expense ratio.
Risk-Adjusted Performance
NEWFX vs. AEPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds New World Fund (NEWFX) and American Funds EuroPacific Growth Fund Class A (AEPGX). 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.
Dividends
NEWFX vs. AEPGX - Dividend Comparison
NEWFX has not paid dividends to shareholders, while AEPGX's dividend yield for the trailing twelve months is around 0.38%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEWFX American Funds New World Fund | 0.00% | 2.46% | 0.89% | 6.89% | 0.10% | 3.65% | 1.02% | 0.94% | 0.92% | 0.60% | 6.75% | 2.97% |
AEPGX American Funds EuroPacific Growth Fund Class A | 0.38% | 1.63% | 1.18% | 1.45% | 0.17% | 1.04% | 1.36% | 0.86% | 1.24% | 1.75% | 1.38% | 0.91% |
Drawdowns
NEWFX vs. AEPGX - Drawdown Comparison
The maximum NEWFX drawdown since its inception was -56.09%, which is greater than AEPGX's maximum drawdown of -52.42%. Use the drawdown chart below to compare losses from any high point for NEWFX and AEPGX. For additional features, visit the drawdowns tool.
Volatility
NEWFX vs. AEPGX - Volatility Comparison
The current volatility for American Funds New World Fund (NEWFX) is 4.83%, while American Funds EuroPacific Growth Fund Class A (AEPGX) has a volatility of 5.73%. This indicates that NEWFX experiences smaller price fluctuations and is considered to be less risky than AEPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.