FNPFX vs. SWTSX
Compare and contrast key facts about American Funds New Perspective Fund Class F-3 (FNPFX) and Schwab Total Stock Market Index Fund (SWTSX).
FNPFX is managed by American Funds. It was launched on Mar 13, 1973. SWTSX is managed by Charles Schwab. It was launched on Jun 1, 1999.
Performance
FNPFX vs. SWTSX - Performance Comparison
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FNPFX vs. SWTSX - 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% |
SWTSX Schwab Total Stock Market Index Fund | -6.77% | 17.04% | 23.84% | 26.05% | -19.54% | 25.65% | 20.71% | 30.90% | -5.35% | 18.75% |
Returns By Period
In the year-to-date period, FNPFX achieves a -8.09% return, which is significantly lower than SWTSX's -6.77% return.
FNPFX
- 1D
- -0.18%
- 1M
- -10.47%
- YTD
- -8.09%
- 6M
- -5.71%
- 1Y
- 14.01%
- 3Y*
- 14.09%
- 5Y*
- 7.04%
- 10Y*
- —
SWTSX
- 1D
- -0.46%
- 1M
- -7.67%
- YTD
- -6.77%
- 6M
- -4.59%
- 1Y
- 14.70%
- 3Y*
- 16.68%
- 5Y*
- 10.10%
- 10Y*
- 13.21%
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FNPFX vs. SWTSX - Expense Ratio Comparison
FNPFX has a 0.41% expense ratio, which is higher than SWTSX's 0.03% expense ratio.
Return for Risk
FNPFX vs. SWTSX — Risk / Return Rank
FNPFX
SWTSX
FNPFX vs. SWTSX - 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 Schwab Total Stock Market Index Fund (SWTSX). 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 | SWTSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.83 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.28 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.19 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.04 | -0.07 |
Martin ratioReturn relative to average drawdown | 4.04 | 5.04 | -1.01 |
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 | SWTSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.83 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.58 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.71 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.40 | +0.29 |
Correlation
The correlation between FNPFX and SWTSX 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. SWTSX - Dividend Comparison
FNPFX's dividend yield for the trailing twelve months is around 7.48%, more than SWTSX's 1.18% 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% |
SWTSX Schwab Total Stock Market Index Fund | 1.18% | 1.10% | 1.24% | 1.41% | 1.62% | 1.46% | 1.63% | 1.92% | 2.58% | 1.83% | 2.32% | 2.79% |
Drawdowns
FNPFX vs. SWTSX - Drawdown Comparison
The maximum FNPFX drawdown since its inception was -34.25%, smaller than the maximum SWTSX drawdown of -54.60%. Use the drawdown chart below to compare losses from any high point for FNPFX and SWTSX.
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Drawdown Indicators
| FNPFX | SWTSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.25% | -54.60% | +20.35% |
Max Drawdown (1Y)Largest decline over 1 year | -11.74% | -12.42% | +0.68% |
Max Drawdown (5Y)Largest decline over 5 years | -34.25% | -25.40% | -8.85% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.01% | — |
Current DrawdownCurrent decline from peak | -11.43% | -8.88% | -2.55% |
Average DrawdownAverage peak-to-trough decline | -6.80% | -10.63% | +3.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 2.56% | +0.26% |
Volatility
FNPFX vs. SWTSX - Volatility Comparison
American Funds New Perspective Fund Class F-3 (FNPFX) has a higher volatility of 5.12% compared to Schwab Total Stock Market Index Fund (SWTSX) at 4.45%. This indicates that FNPFX's price experiences larger fluctuations and is considered to be riskier than SWTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FNPFX | SWTSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.12% | 4.45% | +0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 9.84% | 9.42% | +0.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.78% | 18.52% | -1.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.10% | 17.41% | -0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.18% | 18.57% | -0.39% |