SFCWX vs. ANWPX
Compare and contrast key facts about American Funds SMALLCAP World Fund Class F-3 (SFCWX) and American Funds New Perspective Fund Class A (ANWPX).
SFCWX is managed by American Funds. It was launched on Apr 30, 1990. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
SFCWX vs. ANWPX - Performance Comparison
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SFCWX vs. ANWPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SFCWX American Funds SMALLCAP World Fund Class F-3 | 0.43% | 14.49% | 2.72% | 19.34% | -29.65% | 10.54% | 37.95% | 31.29% | -9.45% | 11.61% |
ANWPX American Funds New Perspective Fund Class A | -3.95% | 21.33% | 16.76% | 24.63% | -25.92% | 17.64% | 33.42% | 30.10% | -5.99% | 10.65% |
Returns By Period
In the year-to-date period, SFCWX achieves a 0.43% return, which is significantly higher than ANWPX's -3.95% return.
SFCWX
- 1D
- 1.39%
- 1M
- -3.94%
- YTD
- 0.43%
- 6M
- 2.35%
- 1Y
- 21.00%
- 3Y*
- 9.78%
- 5Y*
- 0.82%
- 10Y*
- —
ANWPX
- 1D
- 1.42%
- 1M
- -3.47%
- YTD
- -3.95%
- 6M
- -2.45%
- 1Y
- 17.48%
- 3Y*
- 15.44%
- 5Y*
- 7.36%
- 10Y*
- 12.48%
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SFCWX vs. ANWPX - Expense Ratio Comparison
SFCWX has a 0.66% expense ratio, which is lower than ANWPX's 0.72% expense ratio.
Return for Risk
SFCWX vs. ANWPX — Risk / Return Rank
SFCWX
ANWPX
SFCWX vs. ANWPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds SMALLCAP World Fund Class F-3 (SFCWX) 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.
| SFCWX | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.07 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.85 | 1.62 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.22 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.94 | 1.60 | +0.34 |
Martin ratioReturn relative to average drawdown | 7.37 | 6.44 | +0.94 |
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
| SFCWX | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.07 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.43 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.70 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.66 | -0.21 |
Correlation
The correlation between SFCWX and ANWPX is 0.91, 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
SFCWX vs. ANWPX - Dividend Comparison
SFCWX's dividend yield for the trailing twelve months is around 5.08%, less than ANWPX's 6.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFCWX American Funds SMALLCAP World Fund Class F-3 | 5.08% | 5.10% | 0.98% | 0.98% | 0.34% | 9.05% | 1.58% | 4.19% | 7.01% | 4.47% | 0.00% | 0.00% |
ANWPX American Funds New Perspective Fund Class A | 6.84% | 6.57% | 5.13% | 5.36% | 4.16% | 7.01% | 4.13% | 3.67% | 7.59% | 5.50% | 3.86% | 6.14% |
Drawdowns
SFCWX vs. ANWPX - Drawdown Comparison
The maximum SFCWX drawdown since its inception was -39.54%, smaller than the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for SFCWX and ANWPX.
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Drawdown Indicators
| SFCWX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.54% | -52.34% | +12.80% |
Max Drawdown (1Y)Largest decline over 1 year | -11.81% | -11.48% | -0.33% |
Max Drawdown (5Y)Largest decline over 5 years | -39.54% | -34.45% | -5.09% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.45% | — |
Current DrawdownCurrent decline from peak | -7.48% | -7.44% | -0.04% |
Average DrawdownAverage peak-to-trough decline | -12.65% | -8.13% | -4.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.11% | 2.93% | +0.18% |
Volatility
SFCWX vs. ANWPX - Volatility Comparison
American Funds SMALLCAP World Fund Class F-3 (SFCWX) has a higher volatility of 7.39% compared to American Funds New Perspective Fund Class A (ANWPX) at 6.14%. This indicates that SFCWX'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
| SFCWX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.39% | 6.14% | +1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 11.89% | 10.41% | +1.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.95% | 17.07% | +0.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.04% | 17.15% | +0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.49% | 17.77% | +0.72% |