RNPGX vs. AWSHX
Compare and contrast key facts about American Funds New Perspective Fund Class R-6 (RNPGX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
RNPGX is managed by American Funds. It was launched on Aug 1, 2008. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
RNPGX vs. AWSHX - Performance Comparison
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RNPGX vs. AWSHX - 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% |
AWSHX American Funds Washington Mutual Investors Fund Class A | -3.17% | 17.20% | 19.02% | 17.21% | -8.45% | 28.44% | 7.69% | 24.86% | -6.16% | 20.03% |
Returns By Period
In the year-to-date period, RNPGX achieves a -5.22% return, which is significantly lower than AWSHX's -3.17% return. Over the past 10 years, RNPGX has outperformed AWSHX with an annualized return of 12.74%, while AWSHX has yielded a comparatively lower 12.07% annualized return.
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%
AWSHX
- 1D
- 2.21%
- 1M
- -5.85%
- YTD
- -3.17%
- 6M
- -1.40%
- 1Y
- 12.98%
- 3Y*
- 16.12%
- 5Y*
- 11.18%
- 10Y*
- 12.07%
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RNPGX vs. AWSHX - Expense Ratio Comparison
RNPGX has a 0.42% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Return for Risk
RNPGX vs. AWSHX — Risk / Return Rank
RNPGX
AWSHX
RNPGX vs. AWSHX - 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 Washington Mutual Investors Fund Class A (AWSHX). 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 | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.86 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.34 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 1.35 | +0.11 |
Martin ratioReturn relative to average drawdown | 5.93 | 6.00 | -0.08 |
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 | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.86 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.80 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.74 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.62 | +0.03 |
Correlation
The correlation between RNPGX and AWSHX is 0.88, 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. AWSHX - Dividend Comparison
RNPGX's dividend yield for the trailing twelve months is around 7.25%, less than AWSHX's 10.44% 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% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 10.44% | 10.08% | 10.06% | 6.14% | 6.31% | 6.05% | 3.06% | 6.19% | 4.36% | 7.26% | 6.37% | 6.25% |
Drawdowns
RNPGX vs. AWSHX - Drawdown Comparison
The maximum RNPGX drawdown since its inception was -34.25%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for RNPGX and AWSHX.
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Drawdown Indicators
| RNPGX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.25% | -53.95% | +19.70% |
Max Drawdown (1Y)Largest decline over 1 year | -11.75% | -10.37% | -1.38% |
Max Drawdown (5Y)Largest decline over 5 years | -34.25% | -18.64% | -15.61% |
Max Drawdown (10Y)Largest decline over 10 years | -34.25% | -34.65% | +0.40% |
Current DrawdownCurrent decline from peak | -8.68% | -6.35% | -2.33% |
Average DrawdownAverage peak-to-trough decline | -5.59% | -6.43% | +0.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.32% | +0.56% |
Volatility
RNPGX vs. AWSHX - Volatility Comparison
American Funds New Perspective Fund Class R-6 (RNPGX) has a higher volatility of 6.24% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 4.41%. This indicates that RNPGX's price experiences larger fluctuations and is considered to be riskier than AWSHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RNPGX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.24% | 4.41% | +1.83% |
Volatility (6M)Calculated over the trailing 6-month period | 10.33% | 8.28% | +2.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.03% | 15.30% | +1.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.15% | 14.12% | +3.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.77% | 16.33% | +1.44% |