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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNPFX or SWTSX.
Key characteristics
| FNPFX | SWTSX | |
|---|---|---|
| YTD Return | 18.41% | 26.23% |
| 1Y Return | 29.50% | 38.45% |
| 3Y Return (Ann) | 2.76% | 8.72% |
| 5Y Return (Ann) | 12.93% | 15.28% |
| Sharpe Ratio | 1.95 | 3.01 |
| Sortino Ratio | 2.84 | 4.00 |
| Omega Ratio | 1.40 | 1.56 |
| Calmar Ratio | 1.72 | 4.46 |
| Martin Ratio | 12.55 | 19.52 |
| Ulcer Index | 2.37% | 1.96% |
| Daily Std Dev | 15.22% | 12.76% |
| Max Drawdown | -34.25% | -54.60% |
| Current Drawdown | -1.05% | -0.39% |
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.
Performance
FNPFX vs. SWTSX - Performance Comparison
In the year-to-date period, FNPFX achieves a 18.41% return, which is significantly lower than SWTSX's 26.23% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FNPFX vs. SWTSX - Expense Ratio Comparison
FNPFX has a 0.41% expense ratio, which is higher than SWTSX's 0.03% expense ratio.
Risk-Adjusted Performance
FNPFX vs. SWTSX - Risk-Adjusted Performance 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.
Dividends
FNPFX vs. SWTSX - Dividend Comparison
FNPFX's dividend yield for the trailing twelve months is around 1.06%, less than SWTSX's 1.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNPFX American Funds New Perspective Fund Class F-3 | 1.06% | 1.25% | 1.21% | 0.65% | 0.40% | 1.31% | 1.55% | 0.77% | 0.00% | 0.00% | 0.00% | 0.00% |
SWTSX Schwab Total Stock Market Index Fund | 1.11% | 1.41% | 1.62% | 1.17% | 1.63% | 1.68% | 2.06% | 1.61% | 1.85% | 1.95% | 1.66% | 1.51% |
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. For additional features, visit the drawdowns tool.
Volatility
FNPFX vs. SWTSX - Volatility Comparison
The current volatility for American Funds New Perspective Fund Class F-3 (FNPFX) is 3.49%, while Schwab Total Stock Market Index Fund (SWTSX) has a volatility of 4.05%. This indicates that FNPFX experiences smaller price fluctuations and is considered to be less risky than SWTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.