FNPFX vs. RERGX
Compare and contrast key facts about American Funds New Perspective Fund Class F-3 (FNPFX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
FNPFX is managed by American Funds. It was launched on Mar 13, 1973. RERGX is managed by American Funds.
Performance
FNPFX vs. RERGX - Performance Comparison
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FNPFX vs. RERGX - 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -5.45% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 24.95% |
Returns By Period
In the year-to-date period, FNPFX achieves a -8.09% return, which is significantly lower than RERGX's -5.45% return.
FNPFX
- 1D
- -0.18%
- 1M
- -10.47%
- YTD
- -8.09%
- 6M
- -5.71%
- 1Y
- 14.01%
- 3Y*
- 14.09%
- 5Y*
- 7.04%
- 10Y*
- —
RERGX
- 1D
- -0.16%
- 1M
- -12.20%
- YTD
- -5.45%
- 6M
- -0.97%
- 1Y
- 19.17%
- 3Y*
- 10.00%
- 5Y*
- 3.13%
- 10Y*
- 7.68%
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FNPFX vs. RERGX - Expense Ratio Comparison
FNPFX has a 0.41% expense ratio, which is lower than RERGX's 0.46% expense ratio.
Return for Risk
FNPFX vs. RERGX — Risk / Return Rank
FNPFX
RERGX
FNPFX vs. RERGX - 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 EuroPacific Growth Fund Class R-6 (RERGX). 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 | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 1.10 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.52 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.22 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.27 | -0.29 |
Martin ratioReturn relative to average drawdown | 4.04 | 4.87 | -0.84 |
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 | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 1.10 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.19 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.46 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.37 | +0.32 |
Correlation
The correlation between FNPFX and RERGX is 0.90, 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. RERGX - Dividend Comparison
FNPFX's dividend yield for the trailing twelve months is around 7.48%, less than RERGX's 14.76% 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.76% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
FNPFX vs. RERGX - Drawdown Comparison
The maximum FNPFX drawdown since its inception was -34.25%, smaller than the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for FNPFX and RERGX.
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Drawdown Indicators
| FNPFX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.25% | -37.30% | +3.05% |
Max Drawdown (1Y)Largest decline over 1 year | -11.74% | -12.52% | +0.78% |
Max Drawdown (5Y)Largest decline over 5 years | -34.25% | -37.30% | +3.05% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.30% | — |
Current DrawdownCurrent decline from peak | -11.43% | -12.52% | +1.09% |
Average DrawdownAverage peak-to-trough decline | -6.80% | -9.28% | +2.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 3.25% | -0.43% |
Volatility
FNPFX vs. RERGX - Volatility Comparison
The current volatility for American Funds New Perspective Fund Class F-3 (FNPFX) is 5.12%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 6.59%. This indicates that FNPFX experiences smaller price fluctuations and is considered to be less risky than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FNPFX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.12% | 6.59% | -1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 9.84% | 11.23% | -1.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.78% | 16.21% | +0.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.10% | 16.43% | +0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.18% | 16.78% | +1.40% |