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 41 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | FNPFX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | FNPFX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | FNPFX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | FNPFX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | FNPFX vs TILIX |
Best Risk-Adjusted Alternatives to FNPFX
FNPFX has a PortfoliosLab risk / return rank of 29. There are 155 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | FNPFX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | FNPFX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | FNPFX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | FNPFX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | FNPFX vs FOCPX |
Top Performing FNPFX Alternatives (YTD)
FNPFX is at 6.61% YTD. There are 194 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | FNPFX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | FNPFX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | FNPFX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | FNPFX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | FNPFX vs POGRX |
Lowest Volatility Alternatives to FNPFX
FNPFX has 14.32% 1-year volatility. There are 81 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | FNPFX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | FNPFX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | FNPFX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | FNPFX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | FNPFX vs GQEPX |
Lowest Drawdown Alternatives to FNPFX
FNPFX has a 1-year max drawdown of -11.43%. There are 84 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 | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | FNPFX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | FNPFX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | FNPFX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | FNPFX vs MRFOX | |
| 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.
Often Compared With FNPFX
Investors most often compare FNPFX with JLGMX, SWTSX, SPY. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare FNPFX with Any Fund or Stock
Compare FNPFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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