FNPFX vs. AIVSX
Compare and contrast key facts about American Funds New Perspective Fund Class F-3 (FNPFX) and American Funds Investment Company of America Class A (AIVSX).
FNPFX is managed by American Funds. It was launched on Mar 13, 1973. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
FNPFX vs. AIVSX - Performance Comparison
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FNPFX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FNPFX American Funds New Perspective Fund Class F-3 | -5.23% | 21.73% | 17.10% | 25.08% | -25.70% | 18.01% | 33.87% | 30.48% | -5.71% | 23.61% |
AIVSX American Funds Investment Company of America Class A | -4.87% | 20.47% | 24.90% | 28.56% | -15.50% | 25.10% | 14.47% | 24.10% | -8.21% | 16.33% |
Returns By Period
In the year-to-date period, FNPFX achieves a -5.23% return, which is significantly lower than AIVSX's -4.87% return.
FNPFX
- 1D
- 3.11%
- 1M
- -6.90%
- YTD
- -5.23%
- 6M
- -3.49%
- 1Y
- 16.89%
- 3Y*
- 15.26%
- 5Y*
- 7.39%
- 10Y*
- —
AIVSX
- 1D
- 3.05%
- 1M
- -5.90%
- YTD
- -4.87%
- 6M
- -3.21%
- 1Y
- 17.66%
- 3Y*
- 20.05%
- 5Y*
- 12.46%
- 10Y*
- 12.88%
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FNPFX vs. AIVSX - Expense Ratio Comparison
FNPFX has a 0.41% expense ratio, which is lower than AIVSX's 0.57% expense ratio.
Return for Risk
FNPFX vs. AIVSX — Risk / Return Rank
FNPFX
AIVSX
FNPFX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds New Perspective Fund Class F-3 (FNPFX) and American Funds Investment Company of America Class A (AIVSX). 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.
| FNPFX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.04 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.59 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 1.72 | -0.27 |
Martin ratioReturn relative to average drawdown | 5.94 | 7.16 | -1.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FNPFX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.04 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.78 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.67 | +0.03 |
Correlation
The correlation between FNPFX and AIVSX is 0.92, 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.
Dividends
FNPFX vs. AIVSX - Dividend Comparison
FNPFX's dividend yield for the trailing twelve months is around 7.26%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNPFX American Funds New Perspective Fund Class F-3 | 7.26% | 6.88% | 5.46% | 5.68% | 4.53% | 7.32% | 4.41% | 3.98% | 7.95% | 5.82% | 0.00% | 0.00% |
AIVSX American Funds Investment Company of America Class A | 11.17% | 10.60% | 9.29% | 4.96% | 6.12% | 6.94% | 1.65% | 6.15% | 9.61% | 7.08% | 5.48% | 8.95% |
Drawdowns
FNPFX vs. AIVSX - Drawdown Comparison
The maximum FNPFX drawdown since its inception was -34.25%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for FNPFX and AIVSX.
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Drawdown Indicators
| FNPFX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.25% | -50.90% | +16.65% |
Max Drawdown (1Y)Largest decline over 1 year | -11.74% | -10.76% | -0.98% |
Max Drawdown (5Y)Largest decline over 5 years | -34.25% | -24.31% | -9.94% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.09% | — |
Current DrawdownCurrent decline from peak | -8.68% | -7.34% | -1.34% |
Average DrawdownAverage peak-to-trough decline | -6.80% | -5.93% | -0.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.59% | +0.29% |
Volatility
FNPFX vs. AIVSX - Volatility Comparison
American Funds New Perspective Fund Class F-3 (FNPFX) has a higher volatility of 6.24% compared to American Funds Investment Company of America Class A (AIVSX) at 5.75%. This indicates that FNPFX's price experiences larger fluctuations and is considered to be riskier than AIVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FNPFX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.24% | 5.75% | +0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 10.32% | 9.93% | +0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.02% | 17.56% | -0.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.15% | 15.96% | +1.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.20% | 16.55% | +1.65% |