RNPEX Alternatives & Similar Mutual Funds

American Funds New Perspective Fund Class R4 (RNPEX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RNPEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to RNPEX

RNPEX charges 0.75% annually. There are 55 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005	RNPEX vs GWOAX
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996	RNPEX vs GMGEX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	—	Sep 2014	RNPEX vs SSGLX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	95.30B	Feb 2019	RNPEX vs VTWAX
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	RNPEX vs UCEQX

Best Risk-Adjusted Alternatives to RNPEX

RNPEX has a PortfoliosLab risk / return rank of 27. There are 168 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAGX	LSV Global Value Fund	95	—	Jun 2014	RNPEX vs LVAGX
PGVFX	Polaris Global Value Fund	92	—	May 1998	RNPEX vs PGVFX
EPSYX	MainStay Epoch Global Equity Yield Fund	91	—	Dec 2005	RNPEX vs EPSYX
JGYIX	John Hancock Global Shareholder Yield Fund	91	—	Feb 2007	RNPEX vs JGYIX
GMGEX	GMO Global Equity Allocation Fund	91	—	Nov 1996	RNPEX vs GMGEX

Top Performing RNPEX Alternatives (YTD)

RNPEX is at 6.59% YTD. There are 178 mutual funds in the Global Equities category with higher YTD returns, going as high as 41.95%.

Symbol	Name	YTD Return	AUM	Inception
PGTIX	T. Rowe Price Global Technology Fund I Class	41.95%	—	Nov 2016	RNPEX vs PGTIX
OBEGX	Oberweis Global Opportunities Fund	29.71%	—	Jan 1987	RNPEX vs OBEGX
AGLOX	Ariel Global Fund	24.96%	—	Dec 2011	RNPEX vs AGLOX
YFSNX	AMG Yacktman Global Fund Class N	24.04%	—	—	RNPEX vs YFSNX
FIQOX	Fidelity Advisor Worldwide Fund Class Z	23.79%	—	Oct 2018	RNPEX vs FIQOX

Lowest Volatility Alternatives to RNPEX

RNPEX has 14.30% 1-year volatility. There are 138 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.02%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	7.02%	2.00B	Dec 2013	RNPEX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.04%	2.00B	Dec 2013	RNPEX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.19%	—	Jul 2006	RNPEX vs SVTAX
MFWIX	MFS Global Total Return Fund Class I	7.55%	—	Sep 1990	RNPEX vs MFWIX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.68%	—	Jan 2016	RNPEX vs SGMAX

Lowest Drawdown Alternatives to RNPEX

RNPEX has a 1-year max drawdown of -11.48%. There are 153 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
RTXAX	Russell Investment Tax-Managed Real Assets Fund	-5.21%	—	Jun 2019	RNPEX vs RTXAX
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	RNPEX vs LVAFX
SGMAX	SEI Institutional Investments Trust Global Managed...	-5.88%	—	Jan 2016	RNPEX vs SGMAX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	-5.99%	—	Aug 2017	RNPEX vs CSUAX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	-5.99%	—	Jul 2006	RNPEX vs SVTAX

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	83	9.77%	—	Jul 1975	RNPEX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	47	9.70%	—	Jan 1934	RNPEX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	40	5.96%	—	Jul 1952	RNPEX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	30	9.46%	—	Dec 1973	RNPEX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	43	12.66%	—	May 2009	RNPEX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	70	14.88%	—	Aug 1978	RNPEX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	27	6.61%	—	Mar 1973	RNPEX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	30	9.40%	—	Dec 1973	RNPEX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	46	5.48%	—	Dec 1973	RNPEX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	23	5.53%	—	Jan 1967	RNPEX vs AMCPX

Often Compared With RNPEX

Investors most often compare RNPEX with ODVYX, VFAIX, DODFX. These 17 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ODVYX	Invesco Developing Markets Fund Class Y	Emerging Markets Equities	75	20.27%	—	Sep 2005	RNPEX vs ODVYX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	8	-1.21%	13.50B	Feb 2004	RNPEX vs VFAIX
DODFX	Dodge & Cox International Stock Fund	Foreign Large Cap Equities, Large Cap Value Equities, Actively Managed	65	13.12%	—	May 2001	RNPEX vs DODFX
GCCHX	GMO Climate Change Fund	Global Equities	87	19.71%	—	Apr 2017	RNPEX vs GCCHX
ACSTX	Invesco Comstock Fund	Large Cap Value Equities	60	9.89%	—	Oct 1968	RNPEX vs ACSTX
EPGAX	Fidelity Advisor Equity Growth Fund Class A	Large Cap Growth Equities	34	12.85%	—	Sep 1996	RNPEX vs EPGAX
VGPMX	Vanguard Global Capital Cycles Fund	Global Equities	89	15.14%	3.90B	May 1984	RNPEX vs VGPMX
CAEIX	Calvert Global Energy Solutions Fund	Global Equities	80	17.95%	—	May 2007	RNPEX vs CAEIX
GQRPX	GQG Partners Global Quality Equity Fund	Global Equities	7	3.69%	—	Mar 2019	RNPEX vs GQRPX
NALFX	New Alternatives Fund	Global Equities	59	17.77%	—	Sep 1982	RNPEX vs NALFX
SGSCX	DWS Global Small Cap Fund	Global Equities	87	21.52%	—	Sep 1991	RNPEX vs SGSCX
GQFPX	GQG Partners Global Quality Dividend Income Fund	Global Equities	27	6.17%	—	Jun 2021	RNPEX vs GQFPX
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	Global Equities	7	3.79%	—	Mar 2019	RNPEX vs GQRIX
FMIEX	Wasatch Global Value Fund Investor Class Shares	Global Equities	86	11.18%	—	Sep 1996	RNPEX vs FMIEX
MDGCX	BlackRock Advantage Global Fund, Inc.	Global Equities	90	18.00%	—	Aug 1994	RNPEX vs MDGCX
ARTHX	Artisan Global Equity Fund	Global Equities	48	11.21%	—	Mar 2010	RNPEX vs ARTHX
GLOSX	Pioneer Global Sustainable Equity Fund Class A	Global Equities, Sustainable	85	14.91%	—	Dec 2005	RNPEX vs GLOSX

Compare RNPEX with Any Fund or Stock

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

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Diversifiers

Pair RNPEX with funds that move differently

American Funds New Perspective Fund Class R4 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RNPEX.

Explore RNPEX Diversifiers

American Funds New Perspective Fund Class R4 (RNPEX) Alternatives