RAFGX vs. ANWPX
Compare and contrast key facts about American Funds AMCAP Fund Class R-6 (RAFGX) and American Funds New Perspective Fund Class A (ANWPX).
RAFGX is managed by American Funds. It was launched on May 1, 2009. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
RAFGX vs. ANWPX - Performance Comparison
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RAFGX vs. ANWPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RAFGX American Funds AMCAP Fund Class R-6 | -8.46% | 18.05% | 21.50% | 31.47% | -28.42% | 24.11% | 21.80% | 26.76% | -4.08% | 22.45% |
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, RAFGX achieves a -8.46% return, which is significantly lower than ANWPX's -5.30% return. Over the past 10 years, RAFGX has underperformed ANWPX with an annualized return of 11.65%, while ANWPX has yielded a comparatively higher 12.32% annualized return.
RAFGX
- 1D
- 3.70%
- 1M
- -6.46%
- YTD
- -8.46%
- 6M
- -6.25%
- 1Y
- 14.92%
- 3Y*
- 16.16%
- 5Y*
- 7.55%
- 10Y*
- 11.65%
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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RAFGX vs. ANWPX - Expense Ratio Comparison
RAFGX has a 0.33% expense ratio, which is lower than ANWPX's 0.72% expense ratio.
Return for Risk
RAFGX vs. ANWPX — Risk / Return Rank
RAFGX
ANWPX
RAFGX vs. ANWPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class R-6 (RAFGX) 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.
| RAFGX | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 1.01 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.55 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.21 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.09 | 1.42 | -0.33 |
Martin ratioReturn relative to average drawdown | 4.38 | 5.78 | -1.40 |
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
| RAFGX | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 1.01 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.41 | -0.02 |
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 | 0.69 | 0.65 | +0.03 |
Correlation
The correlation between RAFGX and ANWPX is 0.93, 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
RAFGX vs. ANWPX - Dividend Comparison
RAFGX's dividend yield for the trailing twelve months is around 9.26%, more than ANWPX's 6.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RAFGX American Funds AMCAP Fund Class R-6 | 9.26% | 8.47% | 8.26% | 3.75% | 7.36% | 5.83% | 4.07% | 5.10% | 8.04% | 5.58% | 4.09% | 8.78% |
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
RAFGX vs. ANWPX - Drawdown Comparison
The maximum RAFGX drawdown since its inception was -35.07%, smaller than the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for RAFGX and ANWPX.
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Drawdown Indicators
| RAFGX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.07% | -52.34% | +17.27% |
Max Drawdown (1Y)Largest decline over 1 year | -14.12% | -11.75% | -2.37% |
Max Drawdown (5Y)Largest decline over 5 years | -35.07% | -34.45% | -0.62% |
Max Drawdown (10Y)Largest decline over 10 years | -35.07% | -34.45% | -0.62% |
Current DrawdownCurrent decline from peak | -10.94% | -8.73% | -2.21% |
Average DrawdownAverage peak-to-trough decline | -5.53% | -8.13% | +2.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.53% | 2.89% | +0.64% |
Volatility
RAFGX vs. ANWPX - Volatility Comparison
American Funds AMCAP Fund Class R-6 (RAFGX) has a higher volatility of 6.70% compared to American Funds New Perspective Fund Class A (ANWPX) at 6.24%. This indicates that RAFGX'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
| RAFGX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 6.24% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 11.65% | 10.32% | +1.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.91% | 17.02% | +2.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.20% | 17.15% | +2.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.68% | 17.77% | +0.91% |