RWIGX vs. FNPFX
Compare and contrast key facts about Capital World Growth and Income Fund Class R-6 (RWIGX) and American Funds New Perspective Fund Class F-3 (FNPFX).
RWIGX is a passively managed fund by American Funds that tracks the performance of the MSCI All Country World Index (ACWI). It was launched on Mar 26, 1993. FNPFX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
RWIGX vs. FNPFX - Performance Comparison
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RWIGX vs. FNPFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RWIGX Capital World Growth and Income Fund Class R-6 | -4.11% | 25.09% | 14.21% | 20.87% | -17.02% | 15.11% | 15.71% | 25.94% | -10.32% | 20.95% |
FNPFX American Funds New Perspective Fund Class F-3 | -8.09% | 21.73% | 17.10% | 25.08% | -25.70% | 18.01% | 33.87% | 30.48% | -5.71% | 23.61% |
Returns By Period
In the year-to-date period, RWIGX achieves a -4.11% return, which is significantly higher than FNPFX's -8.09% return.
RWIGX
- 1D
- -0.45%
- 1M
- -9.81%
- YTD
- -4.11%
- 6M
- 0.10%
- 1Y
- 19.98%
- 3Y*
- 15.91%
- 5Y*
- 8.65%
- 10Y*
- 10.67%
FNPFX
- 1D
- -0.18%
- 1M
- -10.47%
- YTD
- -8.09%
- 6M
- -5.71%
- 1Y
- 14.01%
- 3Y*
- 14.09%
- 5Y*
- 7.04%
- 10Y*
- —
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RWIGX vs. FNPFX - Expense Ratio Comparison
Both RWIGX and FNPFX have an expense ratio of 0.41%.
Return for Risk
RWIGX vs. FNPFX — Risk / Return Rank
RWIGX
FNPFX
RWIGX vs. FNPFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital World Growth and Income Fund Class R-6 (RWIGX) and American Funds New Perspective Fund Class F-3 (FNPFX). 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.
| RWIGX | FNPFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.81 | +0.44 |
Sortino ratioReturn per unit of downside risk | 1.81 | 1.26 | +0.55 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.17 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 0.97 | +0.64 |
Martin ratioReturn relative to average drawdown | 6.91 | 4.04 | +2.87 |
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
| RWIGX | FNPFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.81 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.41 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.69 | -0.12 |
Correlation
The correlation between RWIGX and FNPFX is 0.96, 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
RWIGX vs. FNPFX - Dividend Comparison
RWIGX's dividend yield for the trailing twelve months is around 11.37%, more than FNPFX's 7.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWIGX Capital World Growth and Income Fund Class R-6 | 11.37% | 10.86% | 8.23% | 3.44% | 2.45% | 7.16% | 1.53% | 2.90% | 7.37% | 6.94% | 5.60% | 4.04% |
FNPFX American Funds New Perspective Fund Class F-3 | 7.48% | 6.88% | 5.46% | 5.68% | 4.53% | 7.32% | 4.41% | 3.98% | 7.95% | 5.82% | 0.00% | 0.00% |
Drawdowns
RWIGX vs. FNPFX - Drawdown Comparison
The maximum RWIGX drawdown since its inception was -31.98%, smaller than the maximum FNPFX drawdown of -34.25%. Use the drawdown chart below to compare losses from any high point for RWIGX and FNPFX.
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Drawdown Indicators
| RWIGX | FNPFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.98% | -34.25% | +2.27% |
Max Drawdown (1Y)Largest decline over 1 year | -11.08% | -11.74% | +0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -27.03% | -34.25% | +7.22% |
Max Drawdown (10Y)Largest decline over 10 years | -31.98% | — | — |
Current DrawdownCurrent decline from peak | -10.50% | -11.43% | +0.93% |
Average DrawdownAverage peak-to-trough decline | -5.19% | -6.80% | +1.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 2.82% | -0.24% |
Volatility
RWIGX vs. FNPFX - Volatility Comparison
Capital World Growth and Income Fund Class R-6 (RWIGX) and American Funds New Perspective Fund Class F-3 (FNPFX) have volatilities of 5.22% and 5.12%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RWIGX | FNPFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.22% | 5.12% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 10.06% | 9.84% | +0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.78% | 16.78% | -1.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.98% | 17.10% | -2.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.95% | 18.18% | -2.23% |