FNPFX vs. VOT
Compare and contrast key facts about American Funds New Perspective Fund Class F-3 (FNPFX) and Vanguard Mid-Cap Growth ETF (VOT).
FNPFX is managed by American Funds. It was launched on Mar 13, 1973. VOT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Mid Cap Growth Index. It was launched on Aug 17, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNPFX or VOT.
Key characteristics
| FNPFX | VOT | |
|---|---|---|
| YTD Return | 19.21% | 20.10% |
| 1Y Return | 32.05% | 38.77% |
| 3Y Return (Ann) | 2.96% | 0.55% |
| 5Y Return (Ann) | 13.08% | 12.52% |
| Sharpe Ratio | 2.04 | 2.53 |
| Sortino Ratio | 2.96 | 3.41 |
| Omega Ratio | 1.42 | 1.44 |
| Calmar Ratio | 1.70 | 1.38 |
| Martin Ratio | 13.16 | 15.02 |
| Ulcer Index | 2.37% | 2.51% |
| Daily Std Dev | 15.23% | 14.90% |
| Max Drawdown | -34.25% | -60.17% |
| Current Drawdown | -0.10% | 0.00% |
Correlation
The correlation between FNPFX and VOT is 0.89, 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. VOT - Performance Comparison
The year-to-date returns for both investments are quite close, with FNPFX having a 19.21% return and VOT slightly higher at 20.10%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FNPFX vs. VOT - Expense Ratio Comparison
FNPFX has a 0.41% expense ratio, which is higher than VOT's 0.07% expense ratio.
Risk-Adjusted Performance
FNPFX vs. VOT - 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 Vanguard Mid-Cap Growth ETF (VOT). 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. VOT - Dividend Comparison
FNPFX's dividend yield for the trailing twelve months is around 1.05%, more than VOT's 0.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNPFX American Funds New Perspective Fund Class F-3 | 1.05% | 1.25% | 1.21% | 0.65% | 0.40% | 1.31% | 1.55% | 0.77% | 0.00% | 0.00% | 0.00% | 0.00% |
VOT Vanguard Mid-Cap Growth ETF | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.81% | 0.79% | 0.61% |
Drawdowns
FNPFX vs. VOT - Drawdown Comparison
The maximum FNPFX drawdown since its inception was -34.25%, smaller than the maximum VOT drawdown of -60.17%. Use the drawdown chart below to compare losses from any high point for FNPFX and VOT. For additional features, visit the drawdowns tool.
Volatility
FNPFX vs. VOT - Volatility Comparison
The current volatility for American Funds New Perspective Fund Class F-3 (FNPFX) is 3.36%, while Vanguard Mid-Cap Growth ETF (VOT) has a volatility of 4.78%. This indicates that FNPFX experiences smaller price fluctuations and is considered to be less risky than VOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.