TROSX vs. ANWPX
Compare and contrast key facts about T. Rowe Price Overseas Stock Fund (TROSX) and American Funds New Perspective Fund Class A (ANWPX).
TROSX is managed by T. Rowe Price. It was launched on Dec 29, 2006. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TROSX or ANWPX.
Correlation
The correlation between TROSX and ANWPX is 0.90, 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
TROSX vs. ANWPX - Performance Comparison
Key characteristics
TROSX:
0.21
ANWPX:
1.50
TROSX:
0.37
ANWPX:
2.06
TROSX:
1.04
ANWPX:
1.27
TROSX:
0.25
ANWPX:
1.61
TROSX:
0.80
ANWPX:
9.63
TROSX:
3.39%
ANWPX:
2.01%
TROSX:
13.02%
ANWPX:
12.90%
TROSX:
-61.11%
ANWPX:
-50.43%
TROSX:
-11.03%
ANWPX:
-3.30%
Returns By Period
In the year-to-date period, TROSX achieves a 0.24% return, which is significantly lower than ANWPX's 17.80% return. Over the past 10 years, TROSX has underperformed ANWPX with an annualized return of 4.79%, while ANWPX has yielded a comparatively higher 11.29% annualized return.
TROSX
0.24%
-3.47%
-3.85%
1.87%
3.98%
4.79%
ANWPX
17.80%
1.48%
5.11%
18.44%
11.45%
11.29%
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TROSX vs. ANWPX - Expense Ratio Comparison
TROSX has a 0.77% expense ratio, which is higher than ANWPX's 0.72% expense ratio.
Risk-Adjusted Performance
TROSX vs. ANWPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Overseas Stock Fund (TROSX) 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.
Dividends
TROSX vs. ANWPX - Dividend Comparison
Neither TROSX nor ANWPX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TROSX T. Rowe Price Overseas Stock Fund | 0.00% | 2.28% | 2.31% | 1.88% | 1.41% | 2.14% | 2.26% | 1.86% | 1.98% | 2.11% | 2.87% | 1.87% |
ANWPX American Funds New Perspective Fund Class A | 0.00% | 0.94% | 0.84% | 0.33% | 0.13% | 1.01% | 1.18% | 0.45% | 0.82% | 0.72% | 7.58% | 6.26% |
Drawdowns
TROSX vs. ANWPX - Drawdown Comparison
The maximum TROSX drawdown since its inception was -61.11%, which is greater than ANWPX's maximum drawdown of -50.43%. Use the drawdown chart below to compare losses from any high point for TROSX and ANWPX. For additional features, visit the drawdowns tool.
Volatility
TROSX vs. ANWPX - Volatility Comparison
T. Rowe Price Overseas Stock Fund (TROSX) and American Funds New Perspective Fund Class A (ANWPX) have volatilities of 3.86% and 3.99%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.