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.
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
Key characteristics
FNPFX:
1.03
VOT:
1.30
FNPFX:
1.38
VOT:
1.80
FNPFX:
1.20
VOT:
1.23
FNPFX:
1.27
VOT:
1.04
FNPFX:
6.44
VOT:
7.31
FNPFX:
2.24%
VOT:
2.67%
FNPFX:
14.02%
VOT:
15.04%
FNPFX:
-34.25%
VOT:
-60.17%
FNPFX:
-6.93%
VOT:
-5.75%
Returns By Period
In the year-to-date period, FNPFX achieves a 13.72% return, which is significantly lower than VOT's 18.60% return.
FNPFX
13.72%
-3.37%
1.21%
14.44%
10.75%
N/A
VOT
18.60%
-3.57%
12.53%
18.96%
11.02%
10.49%
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. 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 has not paid dividends to shareholders, while VOT's dividend yield for the trailing twelve months is around 0.66%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNPFX American Funds New Perspective Fund Class F-3 | 0.00% | 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 | 0.66% | 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
American Funds New Perspective Fund Class F-3 (FNPFX) has a higher volatility of 7.21% compared to Vanguard Mid-Cap Growth ETF (VOT) at 5.26%. This indicates that FNPFX's price experiences larger fluctuations and is considered to be riskier than VOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.