RNPGX vs. VOO
Compare and contrast key facts about American Funds New Perspective Fund Class R-6 (RNPGX) and Vanguard S&P 500 ETF (VOO).
RNPGX is managed by American Funds. It was launched on Aug 1, 2008. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
RNPGX vs. VOO - Performance Comparison
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RNPGX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, RNPGX achieves a -5.22% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, RNPGX has underperformed VOO with an annualized return of 12.74%, while VOO has yielded a comparatively higher 14.14% 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%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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RNPGX vs. VOO - Expense Ratio Comparison
RNPGX has a 0.42% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
RNPGX vs. VOO — Risk / Return Rank
RNPGX
VOO
RNPGX vs. VOO - 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 Vanguard S&P 500 ETF (VOO). 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 | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.01 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.53 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 1.55 | -0.10 |
Martin ratioReturn relative to average drawdown | 5.93 | 7.31 | -1.38 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.01 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.71 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.79 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.83 | -0.18 |
Correlation
The correlation between RNPGX and VOO 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. VOO - Dividend Comparison
RNPGX's dividend yield for the trailing twelve months is around 7.25%, more than VOO's 1.18% 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% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
RNPGX vs. VOO - Drawdown Comparison
The maximum RNPGX drawdown since its inception was -34.25%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for RNPGX and VOO.
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Drawdown Indicators
| RNPGX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.25% | -33.99% | -0.26% |
Max Drawdown (1Y)Largest decline over 1 year | -11.75% | -11.98% | +0.23% |
Max Drawdown (5Y)Largest decline over 5 years | -34.25% | -24.52% | -9.73% |
Max Drawdown (10Y)Largest decline over 10 years | -34.25% | -33.99% | -0.26% |
Current DrawdownCurrent decline from peak | -8.68% | -5.55% | -3.13% |
Average DrawdownAverage peak-to-trough decline | -5.59% | -3.72% | -1.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.55% | +0.33% |
Volatility
RNPGX vs. VOO - Volatility Comparison
American Funds New Perspective Fund Class R-6 (RNPGX) has a higher volatility of 6.24% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that RNPGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RNPGX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.24% | 5.34% | +0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 10.33% | 9.47% | +0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.03% | 18.11% | -1.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.15% | 16.82% | +0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.77% | 17.99% | -0.22% |