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RNPGX vs. FSPSX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RNPGX vs. FSPSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds New Perspective Fund Class R-6 (RNPGX) and Fidelity International Index Fund (FSPSX). The values are adjusted to include any dividend payments, if applicable.

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RNPGX vs. FSPSX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RNPGX
American Funds New Perspective Fund Class R-6
-8.08%21.71%17.13%25.06%-25.70%18.00%33.88%31.22%-5.71%29.31%
FSPSX
Fidelity International Index Fund
-1.94%31.98%3.70%18.31%-14.23%11.45%8.16%22.03%-13.55%25.37%

Returns By Period

In the year-to-date period, RNPGX achieves a -8.08% return, which is significantly lower than FSPSX's -1.94% return. Over the past 10 years, RNPGX has outperformed FSPSX with an annualized return of 12.40%, while FSPSX has yielded a comparatively lower 8.65% annualized return.


RNPGX

1D
-0.18%
1M
-10.47%
YTD
-8.08%
6M
-5.72%
1Y
14.02%
3Y*
14.10%
5Y*
7.04%
10Y*
12.40%

FSPSX

1D
0.42%
1M
-10.86%
YTD
-1.94%
6M
2.58%
1Y
19.89%
3Y*
13.50%
5Y*
7.96%
10Y*
8.65%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RNPGX vs. FSPSX - Expense Ratio Comparison

RNPGX has a 0.42% expense ratio, which is higher than FSPSX's 0.04% expense ratio.


Return for Risk

RNPGX vs. FSPSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RNPGX
RNPGX Risk / Return Rank: 3939
Overall Rank
RNPGX Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
RNPGX Sortino Ratio Rank: 4242
Sortino Ratio Rank
RNPGX Omega Ratio Rank: 3838
Omega Ratio Rank
RNPGX Calmar Ratio Rank: 3737
Calmar Ratio Rank
RNPGX Martin Ratio Rank: 3838
Martin Ratio Rank

FSPSX
FSPSX Risk / Return Rank: 6464
Overall Rank
FSPSX Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
FSPSX Sortino Ratio Rank: 6262
Sortino Ratio Rank
FSPSX Omega Ratio Rank: 6060
Omega Ratio Rank
FSPSX Calmar Ratio Rank: 6969
Calmar Ratio Rank
FSPSX Martin Ratio Rank: 6363
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RNPGX vs. FSPSX - 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 Fidelity International Index Fund (FSPSX). 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.


RNPGXFSPSXDifference

Sharpe ratio

Return per unit of total volatility

0.81

1.11

-0.30

Sortino ratio

Return per unit of downside risk

1.26

1.56

-0.30

Omega ratio

Gain probability vs. loss probability

1.17

1.23

-0.05

Calmar ratio

Return relative to maximum drawdown

0.97

1.54

-0.57

Martin ratio

Return relative to average drawdown

4.03

5.93

-1.90

RNPGX vs. FSPSX - Sharpe Ratio Comparison

The current RNPGX Sharpe Ratio is 0.81, which is comparable to the FSPSX Sharpe Ratio of 1.11. The chart below compares the historical Sharpe Ratios of RNPGX and FSPSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RNPGXFSPSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.81

1.11

-0.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.41

0.51

-0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.70

0.53

+0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.64

0.46

+0.18

Correlation

The correlation between RNPGX and FSPSX is 0.86, 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. FSPSX - Dividend Comparison

RNPGX's dividend yield for the trailing twelve months is around 7.48%, more than FSPSX's 3.22% yield.


TTM20252024202320222021202020192018201720162015
RNPGX
American Funds New Perspective Fund Class R-6
7.48%6.87%5.45%5.67%4.53%7.31%4.41%4.47%7.95%5.80%4.20%6.46%
FSPSX
Fidelity International Index Fund
3.22%3.15%3.27%2.79%2.66%3.07%1.84%3.18%2.79%2.50%3.08%2.79%

Drawdowns

RNPGX vs. FSPSX - Drawdown Comparison

The maximum RNPGX drawdown since its inception was -34.25%, roughly equal to the maximum FSPSX drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for RNPGX and FSPSX.


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Drawdown Indicators


RNPGXFSPSXDifference

Max Drawdown

Largest peak-to-trough decline

-34.25%

-33.69%

-0.56%

Max Drawdown (1Y)

Largest decline over 1 year

-11.75%

-11.39%

-0.36%

Max Drawdown (5Y)

Largest decline over 5 years

-34.25%

-29.41%

-4.84%

Max Drawdown (10Y)

Largest decline over 10 years

-34.25%

-33.69%

-0.56%

Current Drawdown

Current decline from peak

-11.44%

-10.86%

-0.58%

Average Drawdown

Average peak-to-trough decline

-5.59%

-6.59%

+1.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.83%

2.96%

-0.13%

Volatility

RNPGX vs. FSPSX - Volatility Comparison

The current volatility for American Funds New Perspective Fund Class R-6 (RNPGX) is 5.13%, while Fidelity International Index Fund (FSPSX) has a volatility of 7.04%. This indicates that RNPGX experiences smaller price fluctuations and is considered to be less risky than FSPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RNPGXFSPSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.13%

7.04%

-1.91%

Volatility (6M)

Calculated over the trailing 6-month period

9.86%

10.63%

-0.77%

Volatility (1Y)

Calculated over the trailing 1-year period

16.78%

16.79%

-0.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.10%

15.77%

+1.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.75%

16.47%

+1.28%