FNPFX Alternatives & Similar Mutual Funds

American Funds New Perspective Fund Class F-3 (FNPFX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FNPFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to FNPFX

FNPFX charges 0.41% annually. There are 40 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.

Symbol	Name	Expense Ratio	AUM	Inception
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.03%	378.80B	May 1998	FNPFX vs VIGIX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	4.75B	Dec 2017	FNPFX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	FNPFX vs FSPGX
VRGWX	Vanguard Russell 1000 Growth Index Fund Institutio...	0.05%	—	Dec 2010	FNPFX vs VRGWX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	0.05%	—	Oct 2002	FNPFX vs TILIX

Best Risk-Adjusted Alternatives to FNPFX

FNPFX has a PortfoliosLab risk / return rank of 24. There are 127 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.

Symbol	Name	Risk / Return Rank	AUM	Inception
DNVYX	Davis New York Venture Fund Class Y	90	—	Feb 1969	FNPFX vs DNVYX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	90	96.10B	Nov 1984	FNPFX vs VPMCX
VHCAX	Vanguard Capital Opportunity Fund Admiral Shares	84	32.70B	Nov 2001	FNPFX vs VHCAX
CHASX	Chase Growth Fund	82	—	Dec 1997	FNPFX vs CHASX
FDSSX	Fidelity Stock Selector All Cap Fund	80	—	Sep 1990	FNPFX vs FDSSX

Top Performing FNPFX Alternatives (YTD)

FNPFX is at 4.16% YTD. There are 197 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.

Symbol	Name	YTD Return	AUM	Inception
IOLZX	ICON Equity Fund	28.40%	—	Oct 2002	FNPFX vs IOLZX
CHASX	Chase Growth Fund	22.47%	—	Dec 1997	FNPFX vs CHASX
CHAIX	Chase Growth Fund Institutional Class	22.42%	—	Jan 2007	FNPFX vs CHAIX
FUMIX	Fidelity SAI U.S. Momentum Index Fund	20.70%	—	Feb 2017	FNPFX vs FUMIX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	20.64%	96.10B	Nov 1984	FNPFX vs VPMCX

Lowest Volatility Alternatives to FNPFX

FNPFX has 14.88% 1-year volatility. There are 85 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	6.77%	—	Sep 2019	FNPFX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.96%	—	Jan 2005	FNPFX vs MEIFX
AWYIX	CIBC Atlas Equity Income Fund	10.24%	—	Apr 2010	FNPFX vs AWYIX
MRFOX	Marshfield Concentrated Opportunity Fund	10.40%	—	Dec 2015	FNPFX vs MRFOX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	10.57%	—	Sep 2018	FNPFX vs GQEPX

Lowest Drawdown Alternatives to FNPFX

FNPFX has a 1-year max drawdown of -11.43%. There are 80 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	-3.63%	—	Sep 2019	FNPFX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	-4.80%	—	Jan 2005	FNPFX vs MEIFX
AQEIX	LKCM Aquinas Catholic Equity Fund	-7.02%	—	Jul 2005	FNPFX vs AQEIX
MRFOX	Marshfield Concentrated Opportunity Fund	-7.03%	—	Dec 2015	FNPFX vs MRFOX
DNVYX	Davis New York Venture Fund Class Y	-7.97%	—	Feb 1969	FNPFX vs DNVYX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	79	8.24%	—	Jul 1975	FNPFX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	39	8.17%	—	Jan 1934	FNPFX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	60	9.02%	—	Jul 1952	FNPFX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	20	4.58%	—	Dec 1973	FNPFX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	51	9.58%	—	May 2009	FNPFX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	65	12.13%	—	Aug 1978	FNPFX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	24	3.99%	—	Mar 1973	FNPFX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	19	4.51%	—	Dec 1973	FNPFX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	81	8.47%	—	Dec 1973	FNPFX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	16	2.86%	—	Jan 1967	FNPFX vs AMCPX

Often Compared With FNPFX

Investors most often compare FNPFX with JLGMX, SWTSX, PSILX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	8	-1.77%	—	Nov 2010	FNPFX vs JLGMX
SWTSX	Schwab Total Stock Market Index Fund	Large Cap Blend Equities	63	9.82%	44.09B	Jun 1999	FNPFX vs SWTSX
PSILX	T. Rowe Price Spectrum International Equity Fund	Foreign Large Cap Equities	64	13.29%	—	Dec 1996	FNPFX vs PSILX
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	10.13%	789.06B	Jan 1993	FNPFX vs SPY
SPMO	Invesco S&P 500 Momentum ETF	Momentum, S&P 500	46	21.07%	21.05B	Oct 2015	FNPFX vs SPMO
QQQ	Invesco QQQ ETF	Nasdaq-100	49	12.26%	452.80B	Mar 1999	FNPFX vs QQQ
BKLC	BNY Mellon US Large Cap Core Equity ETF	Large Cap Blend Equities	62	9.90%	5.47B	Apr 2020	FNPFX vs BKLC
VOT	Vanguard Mid-Cap Growth ETF	Mid Cap Growth Equities	13	6.22%	34.80B	Aug 2006	FNPFX vs VOT
VOOG	Vanguard S&P 500 Growth ETF	S&P 500, Large Cap Growth Equities	43	9.98%	26.40B	Sep 2010	FNPFX vs VOOG
SFCWX	American Funds SMALLCAP World Fund Class F-3	Global Equities	30	10.23%	—	Apr 1990	FNPFX vs SFCWX
PRWAX	T. Rowe Price All-Cap Opportunities Fund	Large Cap Growth Equities	11	-1.10%	—	Sep 1985	FNPFX vs PRWAX
RWIGX	Capital World Growth and Income Fund Class R-6	Global Equities	72	13.22%	—	Mar 1993	FNPFX vs RWIGX
QQQM	Invesco NASDAQ 100 ETF	Nasdaq-100	49	12.29%	97.11B	Oct 2020	FNPFX vs QQQM
VOO	Vanguard S&P 500 ETF	S&P 500	68	10.16%	1.70T	Sep 2010	FNPFX vs VOO
CWGIX	American Funds Capital World Growth and Income Fun...	Global Equities	72	13.02%	—	Mar 1993	FNPFX vs CWGIX
BPTRX	Baron Partners Fund	Large Cap Growth Equities	34	-3.59%	—	Apr 2003	FNPFX vs BPTRX
ONERX	One Rock Fund	Large Cap Growth Equities	—	—	—	Mar 2020	FNPFX vs ONERX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	Foreign Large Cap Equities	76	14.59%	316.30B	Aug 1999	FNPFX vs VTMGX
FCGSX	Fidelity Series Growth Company Fund	Large Cap Growth Equities	76	15.70%	—	Nov 2013	FNPFX vs FCGSX
FOCKX	Fidelity OTC Portfolio Class K	Large Cap Growth Equities	76	18.25%	—	May 2008	FNPFX vs FOCKX

Compare FNPFX with Any Fund or Stock

Compare FNPFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair FNPFX with funds that move differently

American Funds New Perspective Fund Class F-3 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FNPFX.

Explore FNPFX Diversifiers

American Funds New Perspective Fund Class F-3 (FNPFX) Alternatives