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 56 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
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	RNPEX vs UCEQX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	97.00B	Feb 2019	RNPEX vs VTWAX

Best Risk-Adjusted Alternatives to RNPEX

RNPEX has a PortfoliosLab risk / return rank of 20. There are 195 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAFX	LSV Global Managed Volatility Fund	97	—	Jun 2014	RNPEX vs LVAFX
FMIEX	Wasatch Global Value Fund Investor Class Shares	97	—	Sep 1996	RNPEX vs FMIEX
LVAGX	LSV Global Value Fund	97	—	Jun 2014	RNPEX vs LVAGX
EPSYX	MainStay Epoch Global Equity Yield Fund	96	—	Dec 2005	RNPEX vs EPSYX
PGVFX	Polaris Global Value Fund	95	—	May 1998	RNPEX vs PGVFX

Top Performing RNPEX Alternatives (YTD)

RNPEX is at 3.96% YTD. There are 214 mutual funds in the Global Equities category with higher YTD returns, going as high as 24.97%.

Symbol	Name	YTD Return	AUM	Inception
YFSIX	AMG Yacktman Global Fund	24.97%	—	Jan 2017	RNPEX vs YFSIX
YFSNX	AMG Yacktman Global Fund Class N	24.78%	—	—	RNPEX vs YFSNX
LVAGX	LSV Global Value Fund	24.67%	—	Jun 2014	RNPEX vs LVAGX
PGTIX	T. Rowe Price Global Technology Fund I Class	23.72%	—	Nov 2016	RNPEX vs PGTIX
EPSYX	MainStay Epoch Global Equity Yield Fund	21.42%	—	Dec 2005	RNPEX vs EPSYX

Lowest Volatility Alternatives to RNPEX

RNPEX has 14.87% 1-year volatility. There are 141 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.87%.

Symbol	Name	Volatility 1Y	AUM	Inception
MBXAX	Catalyst/Millburn Hedge Strategy Fund	6.87%	—	Dec 2015	RNPEX vs MBXAX
MBXIX	Catalyst/Millburn Hedge Strategy Fund Class I	6.90%	—	Dec 1996	RNPEX vs MBXIX
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	6.99%	2.00B	Dec 2013	RNPEX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.01%	2.00B	Dec 2013	RNPEX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.42%	—	Jul 2006	RNPEX vs SVTAX

Lowest Drawdown Alternatives to RNPEX

RNPEX has a 1-year max drawdown of -11.48%. There are 151 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
MBXIX	Catalyst/Millburn Hedge Strategy Fund Class I	-3.85%	—	Dec 1996	RNPEX vs MBXIX
MBXAX	Catalyst/Millburn Hedge Strategy Fund	-3.89%	—	Dec 2015	RNPEX vs MBXAX
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

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	RNPEX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	39	8.17%	—	Jan 1934	RNPEX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	60	9.02%	—	Jul 1952	RNPEX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	20	4.58%	—	Dec 1973	RNPEX 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	RNPEX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	65	12.13%	—	Aug 1978	RNPEX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	24	3.99%	—	Mar 1973	RNPEX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	19	4.51%	—	Dec 1973	RNPEX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	81	8.47%	—	Dec 1973	RNPEX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	16	2.86%	—	Jan 1967	RNPEX vs AMCPX

Often Compared With RNPEX

Investors most often compare RNPEX with ODVYX, DODFX, ACSTX. These 20 comparison targets span 9 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	69	15.52%	—	Sep 2005	RNPEX vs ODVYX
DODFX	Dodge & Cox International Stock Fund	Foreign Large Cap Equities, Large Cap Value Equities, Actively Managed	82	14.76%	—	May 2001	RNPEX vs DODFX
ACSTX	Invesco Comstock Fund	Large Cap Value Equities	83	12.80%	—	Oct 1968	RNPEX vs ACSTX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	18	5.46%	13.90B	Feb 2004	RNPEX vs VFAIX
GCCHX	GMO Climate Change Fund	Global Equities	61	10.46%	—	Apr 2017	RNPEX vs GCCHX
JGYIX	John Hancock Global Shareholder Yield Fund	Global Equities	95	19.94%	—	Feb 2007	RNPEX vs JGYIX
NALFX	New Alternatives Fund	Global Equities	54	13.40%	—	Sep 1982	RNPEX vs NALFX
EPGAX	Fidelity Advisor Equity Growth Fund Class A	Large Cap Growth Equities	17	6.07%	—	Sep 1996	RNPEX vs EPGAX
VGPMX	Vanguard Global Capital Cycles Fund	Global Equities	95	16.88%	3.70B	May 1984	RNPEX vs VGPMX
MDGCX	BlackRock Advantage Global Fund, Inc.	Global Equities	87	16.19%	—	Aug 1994	RNPEX vs MDGCX
MFWIX	MFS Global Total Return Fund Class I	Global Equities	75	8.22%	—	Sep 1990	RNPEX vs MFWIX
GQRPX	GQG Partners Global Quality Equity Fund	Quality Factor, Global Equities	26	7.14%	—	Mar 2019	RNPEX vs GQRPX
OBEGX	Oberweis Global Opportunities Fund	Global Equities	54	20.61%	—	Jan 1987	RNPEX vs OBEGX
CAEIX	Calvert Global Energy Solutions Fund	Global Equities	51	11.52%	—	May 2007	RNPEX vs CAEIX
SGSCX	DWS Global Small Cap Fund	Global Equities	86	18.42%	—	Sep 1991	RNPEX vs SGSCX
ARTHX	Artisan Global Equity Fund	Global Equities	33	8.26%	—	Mar 2010	RNPEX vs ARTHX
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	Quality Factor, Global Equities	27	7.29%	—	Mar 2019	RNPEX vs GQRIX
GLOSX	Pioneer Global Sustainable Equity Fund Class A	Global Equities, Sustainable	84	13.52%	—	Dec 2005	RNPEX vs GLOSX
GQFPX	GQG Partners Global Quality Dividend Income Fund	Quality Factor, Global Equities	70	11.60%	—	Jun 2021	RNPEX vs GQFPX
AGLOX	Ariel Global Fund	Global Equities	85	20.96%	—	Dec 2011	RNPEX vs AGLOX

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