RNPGX vs. DFISX

In the year-to-date period, RNPGX achieves a 2.41% return, which is significantly lower than DFISX's 13.14% return. Over the past 10 years, RNPGX has outperformed DFISX with an annualized return of 6.05%, while DFISX has yielded a comparatively lower 3.96% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

RNPGX has a 0.42% expense ratio, which is higher than DFISX's 0.39% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Funds New Perspective Fund Class R-6 (RNPGX) and DFA International Small Company Portfolio (DFISX). 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.

The current RNPGX Sharpe Ratio is 0.31, which is lower than the DFISX Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of RNPGX and DFISX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RNPGX's dividend yield for the trailing twelve months is around 0.90%, less than DFISX's 3.04% yield.

The maximum RNPGX drawdown since its inception was -38.44%, smaller than the maximum DFISX drawdown of -63.00%. Use the drawdown chart below to compare losses from any high point for RNPGX and DFISX. For additional features, visit the drawdowns tool.

American Funds New Perspective Fund Class R-6 (RNPGX) has a higher volatility of 5.55% compared to DFA International Small Company Portfolio (DFISX) at 3.25%. This indicates that RNPGX's price experiences larger fluctuations and is considered to be riskier than DFISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.