BLPAX vs. AAAAX
Compare and contrast key facts about American Funds Moderate Growth and Income Portfolio Class A (BLPAX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
BLPAX is managed by American Funds. It was launched on May 18, 2012. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
BLPAX vs. AAAAX - Performance Comparison
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BLPAX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BLPAX American Funds Moderate Growth and Income Portfolio Class A | -1.31% | 16.64% | 11.30% | 13.87% | -13.60% | 13.87% | 13.16% | 19.53% | -4.59% | 16.71% |
AAAAX DWS RREEF Real Assets Fund - Class A | 9.77% | 12.82% | 5.24% | 2.30% | -9.91% | 23.45% | 3.71% | 21.42% | -5.36% | 14.67% |
Returns By Period
In the year-to-date period, BLPAX achieves a -1.31% return, which is significantly lower than AAAAX's 9.77% return. Over the past 10 years, BLPAX has outperformed AAAAX with an annualized return of 8.49%, while AAAAX has yielded a comparatively lower 7.40% annualized return.
BLPAX
- 1D
- 1.82%
- 1M
- -5.12%
- YTD
- -1.31%
- 6M
- 1.05%
- 1Y
- 14.30%
- 3Y*
- 12.13%
- 5Y*
- 6.62%
- 10Y*
- 8.49%
AAAAX
- 1D
- 1.09%
- 1M
- -3.53%
- YTD
- 9.77%
- 6M
- 11.84%
- 1Y
- 17.50%
- 3Y*
- 10.19%
- 5Y*
- 6.78%
- 10Y*
- 7.40%
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BLPAX vs. AAAAX - Expense Ratio Comparison
BLPAX has a 0.66% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
BLPAX vs. AAAAX — Risk / Return Rank
BLPAX
AAAAX
BLPAX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Moderate Growth and Income Portfolio Class A (BLPAX) and DWS RREEF Real Assets Fund - Class A (AAAAX). 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.
| BLPAX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 1.57 | -0.19 |
Sortino ratioReturn per unit of downside risk | 1.99 | 2.11 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.32 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.94 | 1.91 | +0.02 |
Martin ratioReturn relative to average drawdown | 8.24 | 10.22 | -1.98 |
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
| BLPAX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 1.57 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.56 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.59 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.38 | +0.48 |
Correlation
The correlation between BLPAX and AAAAX is 0.77, 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
BLPAX vs. AAAAX - Dividend Comparison
BLPAX's dividend yield for the trailing twelve months is around 5.91%, more than AAAAX's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLPAX American Funds Moderate Growth and Income Portfolio Class A | 5.91% | 5.83% | 3.59% | 2.30% | 6.01% | 4.97% | 2.56% | 3.83% | 4.69% | 3.48% | 3.66% | 3.69% |
AAAAX DWS RREEF Real Assets Fund - Class A | 3.23% | 3.54% | 2.45% | 2.08% | 4.17% | 2.31% | 1.33% | 1.81% | 1.61% | 1.52% | 1.47% | 2.15% |
Drawdowns
BLPAX vs. AAAAX - Drawdown Comparison
The maximum BLPAX drawdown since its inception was -23.21%, smaller than the maximum AAAAX drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for BLPAX and AAAAX.
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Drawdown Indicators
| BLPAX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.21% | -40.47% | +17.26% |
Max Drawdown (1Y)Largest decline over 1 year | -7.68% | -9.55% | +1.87% |
Max Drawdown (5Y)Largest decline over 5 years | -20.65% | -22.62% | +1.97% |
Max Drawdown (10Y)Largest decline over 10 years | -23.21% | -29.41% | +6.20% |
Current DrawdownCurrent decline from peak | -5.58% | -3.53% | -2.05% |
Average DrawdownAverage peak-to-trough decline | -2.94% | -6.89% | +3.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 1.79% | +0.01% |
Volatility
BLPAX vs. AAAAX - Volatility Comparison
American Funds Moderate Growth and Income Portfolio Class A (BLPAX) has a higher volatility of 4.11% compared to DWS RREEF Real Assets Fund - Class A (AAAAX) at 3.27%. This indicates that BLPAX's price experiences larger fluctuations and is considered to be riskier than AAAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BLPAX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.11% | 3.27% | +0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 6.67% | 7.26% | -0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.73% | 11.62% | -0.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.36% | 12.19% | -1.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.79% | 12.66% | -1.87% |