VLISX vs. RNPGX
Compare and contrast key facts about Vanguard Large-Cap Index Fund Institutional Shares (VLISX) and American Funds New Perspective Fund Class R-6 (RNPGX).
VLISX is managed by Vanguard. It was launched on Jun 30, 2005. RNPGX is managed by American Funds. It was launched on Aug 1, 2008.
Performance
VLISX vs. RNPGX - Performance Comparison
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VLISX vs. RNPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VLISX Vanguard Large-Cap Index Fund Institutional Shares | -4.78% | 18.11% | 25.12% | 27.26% | -19.68% | 27.04% | 21.04% | 31.38% | -4.47% | 22.04% |
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% |
Returns By Period
In the year-to-date period, VLISX achieves a -4.78% return, which is significantly higher than RNPGX's -5.22% return. Over the past 10 years, VLISX has outperformed RNPGX with an annualized return of 14.04%, while RNPGX has yielded a comparatively lower 12.74% annualized return.
VLISX
- 1D
- 2.94%
- 1M
- -5.01%
- YTD
- -4.78%
- 6M
- -2.76%
- 1Y
- 17.16%
- 3Y*
- 18.46%
- 5Y*
- 11.30%
- 10Y*
- 14.04%
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%
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VLISX vs. RNPGX - Expense Ratio Comparison
VLISX has a 0.04% expense ratio, which is lower than RNPGX's 0.42% expense ratio.
Return for Risk
VLISX vs. RNPGX — Risk / Return Rank
VLISX
RNPGX
VLISX vs. RNPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Large-Cap Index Fund Institutional Shares (VLISX) and American Funds New Perspective Fund Class R-6 (RNPGX). 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.
| VLISX | RNPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.04 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.58 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 1.45 | +0.05 |
Martin ratioReturn relative to average drawdown | 7.08 | 5.93 | +1.15 |
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
| VLISX | RNPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.04 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.43 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.72 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.65 | -0.10 |
Correlation
The correlation between VLISX and RNPGX 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
VLISX vs. RNPGX - Dividend Comparison
VLISX's dividend yield for the trailing twelve months is around 1.13%, less than RNPGX's 7.25% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLISX Vanguard Large-Cap Index Fund Institutional Shares | 1.13% | 1.08% | 1.24% | 1.41% | 1.67% | 1.19% | 1.46% | 1.81% | 2.09% | 1.76% | 1.99% | 1.97% |
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% |
Drawdowns
VLISX vs. RNPGX - Drawdown Comparison
The maximum VLISX drawdown since its inception was -54.48%, which is greater than RNPGX's maximum drawdown of -34.25%. Use the drawdown chart below to compare losses from any high point for VLISX and RNPGX.
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Drawdown Indicators
| VLISX | RNPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.48% | -34.25% | -20.23% |
Max Drawdown (1Y)Largest decline over 1 year | -12.17% | -11.75% | -0.42% |
Max Drawdown (5Y)Largest decline over 5 years | -25.65% | -34.25% | +8.60% |
Max Drawdown (10Y)Largest decline over 10 years | -33.97% | -34.25% | +0.28% |
Current DrawdownCurrent decline from peak | -6.52% | -8.68% | +2.16% |
Average DrawdownAverage peak-to-trough decline | -6.78% | -5.59% | -1.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 2.88% | -0.30% |
Volatility
VLISX vs. RNPGX - Volatility Comparison
The current volatility for Vanguard Large-Cap Index Fund Institutional Shares (VLISX) is 5.35%, while American Funds New Perspective Fund Class R-6 (RNPGX) has a volatility of 6.24%. This indicates that VLISX experiences smaller price fluctuations and is considered to be less risky than RNPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VLISX | RNPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 6.24% | -0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 9.58% | 10.33% | -0.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.43% | 17.03% | +1.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.17% | 17.15% | +0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.19% | 17.77% | +0.42% |