RGAGX vs. ANWPX
Compare and contrast key facts about American Funds The Growth Fund of America Class R-6 (RGAGX) and American Funds New Perspective Fund Class A (ANWPX).
RGAGX is managed by American Funds. It was launched on Dec 1, 1973. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
RGAGX vs. ANWPX - Performance Comparison
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RGAGX vs. ANWPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RGAGX American Funds The Growth Fund of America Class R-6 | -7.35% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
ANWPX American Funds New Perspective Fund Class A | -4.43% | 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, RGAGX achieves a -7.35% return, which is significantly lower than ANWPX's -4.43% return. Over the past 10 years, RGAGX has outperformed ANWPX with an annualized return of 14.86%, while ANWPX has yielded a comparatively lower 12.42% annualized return.
RGAGX
- 1D
- -0.35%
- 1M
- -5.29%
- YTD
- -7.35%
- 6M
- -6.82%
- 1Y
- 23.77%
- 3Y*
- 20.83%
- 5Y*
- 9.45%
- 10Y*
- 14.86%
ANWPX
- 1D
- -0.50%
- 1M
- -4.58%
- YTD
- -4.43%
- 6M
- -3.13%
- 1Y
- 21.74%
- 3Y*
- 15.18%
- 5Y*
- 7.25%
- 10Y*
- 12.42%
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RGAGX vs. ANWPX - Expense Ratio Comparison
RGAGX has a 0.30% expense ratio, which is lower than ANWPX's 0.72% expense ratio.
Return for Risk
RGAGX vs. ANWPX — Risk / Return Rank
RGAGX
ANWPX
RGAGX vs. ANWPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Growth Fund of America Class R-6 (RGAGX) 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.
| RGAGX | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.99 | -0.19 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.52 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.21 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | 1.50 | -0.18 |
Martin ratioReturn relative to average drawdown | 4.84 | 5.92 | -1.08 |
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
| RGAGX | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.99 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.42 | +0.04 |
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 | 0.80 | 0.66 | +0.15 |
Correlation
The correlation between RGAGX 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
RGAGX vs. ANWPX - Dividend Comparison
RGAGX's dividend yield for the trailing twelve months is around 11.86%, more than ANWPX's 6.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGAGX American Funds The Growth Fund of America Class R-6 | 11.86% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
ANWPX American Funds New Perspective Fund Class A | 6.88% | 6.57% | 5.13% | 5.36% | 4.16% | 7.01% | 4.13% | 3.67% | 7.59% | 5.50% | 3.86% | 6.14% |
Drawdowns
RGAGX vs. ANWPX - Drawdown Comparison
The maximum RGAGX drawdown since its inception was -36.19%, smaller than the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for RGAGX and ANWPX.
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Drawdown Indicators
| RGAGX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.19% | -52.34% | +16.15% |
Max Drawdown (1Y)Largest decline over 1 year | -13.71% | -11.48% | -2.23% |
Max Drawdown (5Y)Largest decline over 5 years | -36.19% | -34.45% | -1.74% |
Max Drawdown (10Y)Largest decline over 10 years | -36.19% | -34.45% | -1.74% |
Current DrawdownCurrent decline from peak | -10.02% | -7.90% | -2.12% |
Average DrawdownAverage peak-to-trough decline | -5.53% | -8.13% | +2.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.72% | 2.97% | +0.75% |
Volatility
RGAGX vs. ANWPX - Volatility Comparison
American Funds The Growth Fund of America Class R-6 (RGAGX) has a higher volatility of 6.66% compared to American Funds New Perspective Fund Class A (ANWPX) at 6.09%. This indicates that RGAGX'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
| RGAGX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.66% | 6.09% | +0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 12.16% | 10.40% | +1.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.01% | 17.07% | +3.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.21% | 17.14% | +3.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.64% | 17.77% | +1.87% |