BLPAX vs. AGTHX
Compare and contrast key facts about American Funds Moderate Growth and Income Portfolio Class A (BLPAX) and American Funds The Growth Fund of America Class A (AGTHX).
BLPAX is managed by American Funds. It was launched on May 18, 2012. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Performance
BLPAX vs. AGTHX - Performance Comparison
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BLPAX vs. AGTHX - 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% |
AGTHX American Funds The Growth Fund of America Class A | -8.07% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
Returns By Period
In the year-to-date period, BLPAX achieves a -1.31% return, which is significantly higher than AGTHX's -8.07% return. Over the past 10 years, BLPAX has underperformed AGTHX with an annualized return of 8.49%, while AGTHX has yielded a comparatively higher 14.32% 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%
AGTHX
- 1D
- 3.56%
- 1M
- -6.34%
- YTD
- -8.07%
- 6M
- -7.16%
- 1Y
- 16.84%
- 3Y*
- 20.26%
- 5Y*
- 8.96%
- 10Y*
- 14.32%
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BLPAX vs. AGTHX - Expense Ratio Comparison
BLPAX has a 0.66% expense ratio, which is higher than AGTHX's 0.61% expense ratio.
Return for Risk
BLPAX vs. AGTHX — Risk / Return Rank
BLPAX
AGTHX
BLPAX vs. AGTHX - 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 American Funds The Growth Fund of America Class A (AGTHX). 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 | AGTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 0.84 | +0.53 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.34 | +0.64 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.19 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.94 | 1.26 | +0.67 |
Martin ratioReturn relative to average drawdown | 8.24 | 4.78 | +3.46 |
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 | AGTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 0.84 | +0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.45 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.73 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.68 | +0.18 |
Correlation
The correlation between BLPAX and AGTHX is 0.90, 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. AGTHX - Dividend Comparison
BLPAX's dividend yield for the trailing twelve months is around 5.91%, less than AGTHX's 11.63% 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% |
AGTHX American Funds The Growth Fund of America Class A | 11.63% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
Drawdowns
BLPAX vs. AGTHX - Drawdown Comparison
The maximum BLPAX drawdown since its inception was -23.21%, smaller than the maximum AGTHX drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for BLPAX and AGTHX.
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Drawdown Indicators
| BLPAX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.21% | -51.91% | +28.70% |
Max Drawdown (1Y)Largest decline over 1 year | -7.68% | -13.76% | +6.08% |
Max Drawdown (5Y)Largest decline over 5 years | -20.65% | -36.38% | +15.73% |
Max Drawdown (10Y)Largest decline over 10 years | -23.21% | -36.38% | +13.17% |
Current DrawdownCurrent decline from peak | -5.58% | -10.70% | +5.12% |
Average DrawdownAverage peak-to-trough decline | -2.94% | -9.23% | +6.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 3.63% | -1.83% |
Volatility
BLPAX vs. AGTHX - Volatility Comparison
The current volatility for American Funds Moderate Growth and Income Portfolio Class A (BLPAX) is 4.11%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 6.76%. This indicates that BLPAX experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BLPAX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.11% | 6.76% | -2.65% |
Volatility (6M)Calculated over the trailing 6-month period | 6.67% | 12.13% | -5.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.73% | 21.01% | -10.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.36% | 20.23% | -9.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.79% | 19.64% | -8.85% |