FNPFX vs. AWSHX
Compare and contrast key facts about American Funds New Perspective Fund Class F-3 (FNPFX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
FNPFX is managed by American Funds. It was launched on Mar 13, 1973. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
FNPFX vs. AWSHX - Performance Comparison
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FNPFX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FNPFX American Funds New Perspective Fund Class F-3 | -8.09% | 21.73% | 17.10% | 25.08% | -25.70% | 18.01% | 33.87% | 30.48% | -5.71% | 23.61% |
AWSHX American Funds Washington Mutual Investors Fund Class A | -5.27% | 17.20% | 19.02% | 17.21% | -8.45% | 28.44% | 7.69% | 24.86% | -6.16% | 18.76% |
Returns By Period
In the year-to-date period, FNPFX achieves a -8.09% return, which is significantly lower than AWSHX's -5.27% return.
FNPFX
- 1D
- -0.18%
- 1M
- -10.47%
- YTD
- -8.09%
- 6M
- -5.71%
- 1Y
- 14.01%
- 3Y*
- 14.09%
- 5Y*
- 7.04%
- 10Y*
- —
AWSHX
- 1D
- -0.03%
- 1M
- -7.89%
- YTD
- -5.27%
- 6M
- -3.14%
- 1Y
- 10.70%
- 3Y*
- 15.28%
- 5Y*
- 10.91%
- 10Y*
- 11.82%
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FNPFX vs. AWSHX - Expense Ratio Comparison
FNPFX has a 0.41% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Return for Risk
FNPFX vs. AWSHX — Risk / Return Rank
FNPFX
AWSHX
FNPFX vs. AWSHX - 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 Washington Mutual Investors Fund Class A (AWSHX). 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 | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.76 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.19 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.17 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 0.96 | +0.01 |
Martin ratioReturn relative to average drawdown | 4.04 | 4.37 | -0.33 |
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 | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.76 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.78 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.62 | +0.07 |
Correlation
The correlation between FNPFX and AWSHX is 0.86, 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. AWSHX - Dividend Comparison
FNPFX's dividend yield for the trailing twelve months is around 7.48%, less than AWSHX's 10.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNPFX American Funds New Perspective Fund Class F-3 | 7.48% | 6.88% | 5.46% | 5.68% | 4.53% | 7.32% | 4.41% | 3.98% | 7.95% | 5.82% | 0.00% | 0.00% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 10.67% | 10.08% | 10.06% | 6.14% | 6.31% | 6.05% | 3.06% | 6.19% | 4.36% | 7.26% | 6.37% | 6.25% |
Drawdowns
FNPFX vs. AWSHX - Drawdown Comparison
The maximum FNPFX drawdown since its inception was -34.25%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for FNPFX and AWSHX.
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Drawdown Indicators
| FNPFX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.25% | -53.95% | +19.70% |
Max Drawdown (1Y)Largest decline over 1 year | -11.74% | -10.37% | -1.37% |
Max Drawdown (5Y)Largest decline over 5 years | -34.25% | -18.64% | -15.61% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.65% | — |
Current DrawdownCurrent decline from peak | -11.43% | -8.37% | -3.06% |
Average DrawdownAverage peak-to-trough decline | -6.80% | -6.43% | -0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 2.29% | +0.53% |
Volatility
FNPFX vs. AWSHX - Volatility Comparison
American Funds New Perspective Fund Class F-3 (FNPFX) has a higher volatility of 5.12% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 3.58%. This indicates that FNPFX's price experiences larger fluctuations and is considered to be riskier than AWSHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FNPFX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.12% | 3.58% | +1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 9.84% | 7.98% | +1.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.78% | 15.18% | +1.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.10% | 14.09% | +3.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.18% | 16.31% | +1.87% |