FNWFX vs. FSRLX
Compare and contrast key facts about American Funds New World Fund Class F-3 (FNWFX) and FS Chiron Real Asset Fund (FSRLX).
FNWFX is managed by American Funds. It was launched on Jun 17, 1999. FSRLX is managed by FS Investments. It was launched on Dec 30, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNWFX or FSRLX.
Correlation
The correlation between FNWFX and FSRLX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FNWFX vs. FSRLX - Performance Comparison
Key characteristics
FNWFX:
0.23
FSRLX:
-0.30
FNWFX:
0.41
FSRLX:
-0.25
FNWFX:
1.06
FSRLX:
0.96
FNWFX:
0.14
FSRLX:
-0.26
FNWFX:
0.60
FSRLX:
-0.73
FNWFX:
5.63%
FSRLX:
7.93%
FNWFX:
15.41%
FSRLX:
19.41%
FNWFX:
-37.51%
FSRLX:
-22.22%
FNWFX:
-12.62%
FSRLX:
-19.00%
Returns By Period
In the year-to-date period, FNWFX achieves a 5.84% return, which is significantly higher than FSRLX's -10.12% return.
FNWFX
5.84%
15.68%
-2.05%
3.55%
7.09%
N/A
FSRLX
-10.12%
-0.00%
-16.83%
-8.86%
6.06%
N/A
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FNWFX vs. FSRLX - Expense Ratio Comparison
FNWFX has a 0.57% expense ratio, which is lower than FSRLX's 1.25% expense ratio.
Risk-Adjusted Performance
FNWFX vs. FSRLX — Risk-Adjusted Performance Rank
FNWFX
FSRLX
FNWFX vs. FSRLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds New World Fund Class F-3 (FNWFX) and FS Chiron Real Asset Fund (FSRLX). 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
FNWFX vs. FSRLX - Dividend Comparison
FNWFX's dividend yield for the trailing twelve months is around 1.22%, less than FSRLX's 3.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
FNWFX American Funds New World Fund Class F-3 | 1.22% | 1.29% | 1.66% | 1.34% | 0.86% | 0.43% | 1.43% | 1.46% | 1.32% |
FSRLX FS Chiron Real Asset Fund | 3.16% | 2.84% | 1.46% | 0.64% | 3.33% | 2.99% | 7.21% | 0.00% | 0.00% |
Drawdowns
FNWFX vs. FSRLX - Drawdown Comparison
The maximum FNWFX drawdown since its inception was -37.51%, which is greater than FSRLX's maximum drawdown of -22.22%. Use the drawdown chart below to compare losses from any high point for FNWFX and FSRLX. For additional features, visit the drawdowns tool.
Volatility
FNWFX vs. FSRLX - Volatility Comparison
American Funds New World Fund Class F-3 (FNWFX) has a higher volatility of 6.23% compared to FS Chiron Real Asset Fund (FSRLX) at 0.12%. This indicates that FNWFX's price experiences larger fluctuations and is considered to be riskier than FSRLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.