BLPAX vs. AMECX
Compare and contrast key facts about American Funds Moderate Growth and Income Portfolio Class A (BLPAX) and American Funds The Income Fund of America Class A (AMECX).
BLPAX is managed by American Funds. It was launched on May 18, 2012. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
BLPAX vs. AMECX - Performance Comparison
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BLPAX vs. AMECX - 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% |
AMECX American Funds The Income Fund of America Class A | 2.83% | 17.77% | 10.84% | 6.79% | -6.40% | 17.37% | 4.49% | 18.50% | -5.27% | 12.58% |
Returns By Period
In the year-to-date period, BLPAX achieves a -1.31% return, which is significantly lower than AMECX's 2.83% return. Both investments have delivered pretty close results over the past 10 years, with BLPAX having a 8.49% annualized return and AMECX not far behind at 8.35%.
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%
AMECX
- 1D
- 1.33%
- 1M
- -4.18%
- YTD
- 2.83%
- 6M
- 5.30%
- 1Y
- 15.39%
- 3Y*
- 12.45%
- 5Y*
- 8.08%
- 10Y*
- 8.35%
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BLPAX vs. AMECX - Expense Ratio Comparison
BLPAX has a 0.66% expense ratio, which is higher than AMECX's 0.56% expense ratio.
Return for Risk
BLPAX vs. AMECX — Risk / Return Rank
BLPAX
AMECX
BLPAX vs. AMECX - 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 Income Fund of America Class A (AMECX). 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 | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 1.65 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.99 | 2.27 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.34 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.94 | 1.97 | -0.03 |
Martin ratioReturn relative to average drawdown | 8.24 | 9.13 | -0.89 |
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 | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 1.65 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.86 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.79 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.72 | +0.14 |
Correlation
The correlation between BLPAX and AMECX is 0.93, 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. AMECX - Dividend Comparison
BLPAX's dividend yield for the trailing twelve months is around 5.91%, less than AMECX's 9.73% 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% |
AMECX American Funds The Income Fund of America Class A | 9.73% | 9.94% | 6.38% | 2.93% | 6.98% | 6.67% | 2.80% | 5.01% | 7.48% | 4.26% | 3.09% | 5.09% |
Drawdowns
BLPAX vs. AMECX - Drawdown Comparison
The maximum BLPAX drawdown since its inception was -23.21%, smaller than the maximum AMECX drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for BLPAX and AMECX.
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Drawdown Indicators
| BLPAX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.21% | -41.92% | +18.71% |
Max Drawdown (1Y)Largest decline over 1 year | -7.68% | -8.19% | +0.51% |
Max Drawdown (5Y)Largest decline over 5 years | -20.65% | -15.78% | -4.87% |
Max Drawdown (10Y)Largest decline over 10 years | -23.21% | -26.13% | +2.92% |
Current DrawdownCurrent decline from peak | -5.58% | -4.48% | -1.10% |
Average DrawdownAverage peak-to-trough decline | -2.94% | -4.46% | +1.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 1.77% | +0.03% |
Volatility
BLPAX vs. AMECX - Volatility Comparison
American Funds Moderate Growth and Income Portfolio Class A (BLPAX) has a higher volatility of 4.11% compared to American Funds The Income Fund of America Class A (AMECX) at 3.35%. This indicates that BLPAX's price experiences larger fluctuations and is considered to be riskier than AMECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BLPAX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.11% | 3.35% | +0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 6.67% | 5.64% | +1.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.73% | 9.54% | +1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.36% | 9.45% | +0.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.79% | 10.67% | +0.12% |