FSRLX vs. FNWFX
Compare and contrast key facts about FS Chiron Real Asset Fund (FSRLX) and American Funds New World Fund Class F-3 (FNWFX).
FSRLX is managed by FS Investments. It was launched on Dec 30, 2018. FNWFX is managed by American Funds. It was launched on Jun 17, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSRLX or FNWFX.
Correlation
The correlation between FSRLX and FNWFX is 0.64, 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
FSRLX vs. FNWFX - Performance Comparison
Key characteristics
FSRLX:
1.51
FNWFX:
0.82
FSRLX:
2.08
FNWFX:
1.19
FSRLX:
1.29
FNWFX:
1.15
FSRLX:
1.51
FNWFX:
0.57
FSRLX:
8.71
FNWFX:
3.52
FSRLX:
2.15%
FNWFX:
2.69%
FSRLX:
12.39%
FNWFX:
11.52%
FSRLX:
-21.91%
FNWFX:
-33.40%
FSRLX:
-3.44%
FNWFX:
-7.83%
Returns By Period
In the year-to-date period, FSRLX achieves a 17.01% return, which is significantly higher than FNWFX's 7.56% return.
FSRLX
17.01%
1.07%
4.59%
17.97%
7.26%
N/A
FNWFX
7.56%
-0.12%
-0.19%
8.84%
5.29%
N/A
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FSRLX vs. FNWFX - Expense Ratio Comparison
FSRLX has a 1.25% expense ratio, which is higher than FNWFX's 0.57% expense ratio.
Risk-Adjusted Performance
FSRLX vs. FNWFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FS Chiron Real Asset Fund (FSRLX) and American Funds New World Fund Class F-3 (FNWFX). 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
FSRLX vs. FNWFX - Dividend Comparison
FSRLX's dividend yield for the trailing twelve months is around 1.24%, while FNWFX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
FSRLX FS Chiron Real Asset Fund | 1.24% | 1.45% | 0.65% | 3.33% | 2.99% | 7.21% | 0.00% | 0.00% |
FNWFX American Funds New World Fund Class F-3 | 0.00% | 1.66% | 1.34% | 0.86% | 0.43% | 1.43% | 1.46% | 1.32% |
Drawdowns
FSRLX vs. FNWFX - Drawdown Comparison
The maximum FSRLX drawdown since its inception was -21.91%, smaller than the maximum FNWFX drawdown of -33.40%. Use the drawdown chart below to compare losses from any high point for FSRLX and FNWFX. For additional features, visit the drawdowns tool.
Volatility
FSRLX vs. FNWFX - Volatility Comparison
FS Chiron Real Asset Fund (FSRLX) has a higher volatility of 4.50% compared to American Funds New World Fund Class F-3 (FNWFX) at 3.07%. This indicates that FSRLX's price experiences larger fluctuations and is considered to be riskier than FNWFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.