PGROX vs. ANWPX
Compare and contrast key facts about BNY Mellon Worldwide Growth Fund (PGROX) and American Funds New Perspective Fund Class A (ANWPX).
PGROX is managed by BNY Mellon. It was launched on Jul 14, 1993. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
PGROX vs. ANWPX - Performance Comparison
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PGROX vs. ANWPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGROX BNY Mellon Worldwide Growth Fund | -6.54% | 13.46% | 7.88% | 22.40% | -17.75% | 23.85% | 24.43% | 34.92% | -8.66% | 27.05% |
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, PGROX achieves a -6.54% return, which is significantly lower than ANWPX's -5.30% return. Over the past 10 years, PGROX has underperformed ANWPX with an annualized return of 11.17%, while ANWPX has yielded a comparatively higher 12.32% annualized return.
PGROX
- 1D
- 3.08%
- 1M
- -5.66%
- YTD
- -6.54%
- 6M
- -5.12%
- 1Y
- 9.20%
- 3Y*
- 8.88%
- 5Y*
- 6.33%
- 10Y*
- 11.17%
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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PGROX vs. ANWPX - Expense Ratio Comparison
PGROX has a 1.13% expense ratio, which is higher than ANWPX's 0.72% expense ratio.
Return for Risk
PGROX vs. ANWPX — Risk / Return Rank
PGROX
ANWPX
PGROX vs. ANWPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Worldwide Growth Fund (PGROX) 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.
| PGROX | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 1.01 | -0.45 |
Sortino ratioReturn per unit of downside risk | 0.94 | 1.55 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.21 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 1.42 | -0.57 |
Martin ratioReturn relative to average drawdown | 3.20 | 5.78 | -2.58 |
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
| PGROX | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 1.01 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.41 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.70 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.65 | -0.12 |
Correlation
The correlation between PGROX and ANWPX is 0.89, 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
PGROX vs. ANWPX - Dividend Comparison
PGROX's dividend yield for the trailing twelve months is around 18.96%, more than ANWPX's 6.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGROX BNY Mellon Worldwide Growth Fund | 18.96% | 17.72% | 11.89% | 1.88% | 7.61% | 8.12% | 4.05% | 7.44% | 13.96% | 13.45% | 8.19% | 8.46% |
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
PGROX vs. ANWPX - Drawdown Comparison
The maximum PGROX drawdown since its inception was -47.75%, smaller than the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for PGROX and ANWPX.
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Drawdown Indicators
| PGROX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.75% | -52.34% | +4.59% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -11.75% | +0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -26.99% | -34.45% | +7.46% |
Max Drawdown (10Y)Largest decline over 10 years | -30.17% | -34.45% | +4.28% |
Current DrawdownCurrent decline from peak | -8.79% | -8.73% | -0.06% |
Average DrawdownAverage peak-to-trough decline | -8.50% | -8.13% | -0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 2.89% | +0.23% |
Volatility
PGROX vs. ANWPX - Volatility Comparison
The current volatility for BNY Mellon Worldwide Growth Fund (PGROX) is 5.73%, while American Funds New Perspective Fund Class A (ANWPX) has a volatility of 6.24%. This indicates that PGROX 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
| PGROX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.73% | 6.24% | -0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 9.69% | 10.32% | -0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.58% | 17.02% | +0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.72% | 17.15% | +0.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.92% | 17.77% | +0.15% |