RERFX vs. ANWPX
Compare and contrast key facts about American Funds Real Estate Index Fund Class R-6 (RERFX) and American Funds New Perspective Fund Class A (ANWPX).
RERFX is managed by American Funds. It was launched on Mar 31, 2023. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
RERFX vs. ANWPX - Performance Comparison
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RERFX vs. ANWPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RERFX American Funds Real Estate Index Fund Class R-6 | -2.84% | 29.26% | 2.96% | 16.02% | -22.81% | 2.81% | 25.20% | 27.36% | -17.37% | 31.10% |
ANWPX American Funds New Perspective Fund Class A | -5.30% | 21.33% | 16.76% | 24.63% | -25.92% | 17.64% | 33.42% | 30.10% | -5.99% | 28.91% |
Returns By Period
In the year-to-date period, RERFX achieves a -2.84% return, which is significantly higher than ANWPX's -5.30% return. Over the past 10 years, RERFX has underperformed ANWPX with an annualized return of 7.92%, while ANWPX has yielded a comparatively higher 12.32% annualized return.
RERFX
- 1D
- 2.76%
- 1M
- -8.17%
- YTD
- -2.84%
- 6M
- 0.94%
- 1Y
- 21.51%
- 3Y*
- 10.95%
- 5Y*
- 3.28%
- 10Y*
- 7.92%
ANWPX
- 1D
- 3.10%
- 1M
- -6.93%
- YTD
- -5.30%
- 6M
- -3.65%
- 1Y
- 16.52%
- 3Y*
- 14.90%
- 5Y*
- 7.06%
- 10Y*
- 12.32%
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RERFX vs. ANWPX - Expense Ratio Comparison
RERFX has a 0.29% expense ratio, which is lower than ANWPX's 0.72% expense ratio.
Return for Risk
RERFX vs. ANWPX — Risk / Return Rank
RERFX
ANWPX
RERFX vs. ANWPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Real Estate Index Fund Class R-6 (RERFX) and American Funds New Perspective Fund Class A (ANWPX). 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.
| RERFX | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.01 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.55 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.21 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 1.42 | +0.25 |
Martin ratioReturn relative to average drawdown | 6.36 | 5.78 | +0.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RERFX | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.01 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.41 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.70 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.65 | -0.25 |
Correlation
The correlation between RERFX and ANWPX is 0.93, 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.
Dividends
RERFX vs. ANWPX - Dividend Comparison
RERFX's dividend yield for the trailing twelve months is around 14.34%, more than ANWPX's 6.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RERFX American Funds Real Estate Index Fund Class R-6 | 14.34% | 13.93% | 4.90% | 3.90% | 1.98% | 10.14% | 0.38% | 3.10% | 3.11% | 4.94% | 1.58% | 3.38% |
ANWPX American Funds New Perspective Fund Class A | 6.94% | 6.57% | 5.13% | 5.36% | 4.16% | 7.01% | 4.13% | 3.67% | 7.59% | 5.50% | 3.86% | 6.14% |
Drawdowns
RERFX vs. ANWPX - Drawdown Comparison
The maximum RERFX drawdown since its inception was -53.80%, roughly equal to the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for RERFX and ANWPX.
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Drawdown Indicators
| RERFX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.80% | -52.34% | -1.46% |
Max Drawdown (1Y)Largest decline over 1 year | -12.53% | -11.75% | -0.78% |
Max Drawdown (5Y)Largest decline over 5 years | -37.32% | -34.45% | -2.87% |
Max Drawdown (10Y)Largest decline over 10 years | -37.32% | -34.45% | -2.87% |
Current DrawdownCurrent decline from peak | -10.11% | -8.73% | -1.38% |
Average DrawdownAverage peak-to-trough decline | -11.08% | -8.13% | -2.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 2.89% | +0.41% |
Volatility
RERFX vs. ANWPX - Volatility Comparison
American Funds Real Estate Index Fund Class R-6 (RERFX) has a higher volatility of 7.27% compared to American Funds New Perspective Fund Class A (ANWPX) at 6.24%. This indicates that RERFX's price experiences larger fluctuations and is considered to be riskier than ANWPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RERFX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.27% | 6.24% | +1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 11.55% | 10.32% | +1.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.41% | 17.02% | -0.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 17.15% | -0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.82% | 17.77% | -0.95% |