RNPGX vs. AIVSX
Compare and contrast key facts about American Funds New Perspective Fund Class R-6 (RNPGX) and American Funds Investment Company of America Class A (AIVSX).
RNPGX is managed by American Funds. It was launched on Aug 1, 2008. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
RNPGX vs. AIVSX - Performance Comparison
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RNPGX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RNPGX American Funds New Perspective Fund Class R-6 | -5.22% | 21.71% | 17.13% | 25.06% | -25.70% | 18.00% | 33.88% | 31.22% | -5.71% | 29.31% |
AIVSX American Funds Investment Company of America Class A | -4.87% | 20.47% | 24.90% | 28.56% | -15.50% | 25.10% | 14.47% | 24.10% | -8.21% | 19.54% |
Returns By Period
In the year-to-date period, RNPGX achieves a -5.22% return, which is significantly lower than AIVSX's -4.87% return. Both investments have delivered pretty close results over the past 10 years, with RNPGX having a 12.74% annualized return and AIVSX not far ahead at 12.88%.
RNPGX
- 1D
- 3.11%
- 1M
- -6.91%
- YTD
- -5.22%
- 6M
- -3.48%
- 1Y
- 16.89%
- 3Y*
- 15.27%
- 5Y*
- 7.39%
- 10Y*
- 12.74%
AIVSX
- 1D
- 3.05%
- 1M
- -5.90%
- YTD
- -4.87%
- 6M
- -3.21%
- 1Y
- 17.66%
- 3Y*
- 20.05%
- 5Y*
- 12.46%
- 10Y*
- 12.88%
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RNPGX vs. AIVSX - Expense Ratio Comparison
RNPGX has a 0.42% expense ratio, which is lower than AIVSX's 0.57% expense ratio.
Return for Risk
RNPGX vs. AIVSX — Risk / Return Rank
RNPGX
AIVSX
RNPGX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds New Perspective Fund Class R-6 (RNPGX) and American Funds Investment Company of America Class A (AIVSX). 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.
| RNPGX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.04 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.59 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 1.72 | -0.27 |
Martin ratioReturn relative to average drawdown | 5.93 | 7.16 | -1.23 |
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
| RNPGX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.04 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.78 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.78 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.67 | -0.02 |
Correlation
The correlation between RNPGX and AIVSX is 0.92, 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
RNPGX vs. AIVSX - Dividend Comparison
RNPGX's dividend yield for the trailing twelve months is around 7.25%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RNPGX American Funds New Perspective Fund Class R-6 | 7.25% | 6.87% | 5.45% | 5.67% | 4.53% | 7.31% | 4.41% | 4.47% | 7.95% | 5.80% | 4.20% | 6.46% |
AIVSX American Funds Investment Company of America Class A | 11.17% | 10.60% | 9.29% | 4.96% | 6.12% | 6.94% | 1.65% | 6.15% | 9.61% | 7.08% | 5.48% | 8.95% |
Drawdowns
RNPGX vs. AIVSX - Drawdown Comparison
The maximum RNPGX drawdown since its inception was -34.25%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for RNPGX and AIVSX.
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Drawdown Indicators
| RNPGX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.25% | -50.90% | +16.65% |
Max Drawdown (1Y)Largest decline over 1 year | -11.75% | -10.76% | -0.99% |
Max Drawdown (5Y)Largest decline over 5 years | -34.25% | -24.31% | -9.94% |
Max Drawdown (10Y)Largest decline over 10 years | -34.25% | -31.09% | -3.16% |
Current DrawdownCurrent decline from peak | -8.68% | -7.34% | -1.34% |
Average DrawdownAverage peak-to-trough decline | -5.59% | -5.93% | +0.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.59% | +0.29% |
Volatility
RNPGX vs. AIVSX - Volatility Comparison
American Funds New Perspective Fund Class R-6 (RNPGX) has a higher volatility of 6.24% compared to American Funds Investment Company of America Class A (AIVSX) at 5.75%. This indicates that RNPGX's price experiences larger fluctuations and is considered to be riskier than AIVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RNPGX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.24% | 5.75% | +0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 10.33% | 9.93% | +0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.03% | 17.56% | -0.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.15% | 15.96% | +1.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.77% | 16.55% | +1.22% |