BLPAX vs. ANCFX
Compare and contrast key facts about American Funds Moderate Growth and Income Portfolio Class A (BLPAX) and American Funds Fundamental Investors Class A (ANCFX).
BLPAX is managed by American Funds. It was launched on May 18, 2012. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
BLPAX vs. ANCFX - Performance Comparison
Loading graphics...
BLPAX vs. ANCFX - 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% |
ANCFX American Funds Fundamental Investors Class A | -3.35% | 24.21% | 22.73% | 25.86% | -16.66% | 22.43% | 14.92% | 27.07% | -8.13% | 22.80% |
Returns By Period
In the year-to-date period, BLPAX achieves a -1.31% return, which is significantly higher than ANCFX's -3.35% return. Over the past 10 years, BLPAX has underperformed ANCFX with an annualized return of 8.49%, while ANCFX has yielded a comparatively higher 13.25% 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%
ANCFX
- 1D
- 2.96%
- 1M
- -7.05%
- YTD
- -3.35%
- 6M
- 0.12%
- 1Y
- 23.25%
- 3Y*
- 20.52%
- 5Y*
- 11.90%
- 10Y*
- 13.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BLPAX vs. ANCFX - Expense Ratio Comparison
BLPAX has a 0.66% expense ratio, which is higher than ANCFX's 0.59% expense ratio.
Return for Risk
BLPAX vs. ANCFX — Risk / Return Rank
BLPAX
ANCFX
BLPAX vs. ANCFX - 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 Fundamental Investors Class A (ANCFX). 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 | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 1.33 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.99 | 2.00 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.28 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.94 | 2.13 | -0.19 |
Martin ratioReturn relative to average drawdown | 8.24 | 9.34 | -1.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BLPAX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 1.33 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.72 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.75 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.62 | +0.24 |
Correlation
The correlation between BLPAX and ANCFX is 0.95, 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. ANCFX - Dividend Comparison
BLPAX's dividend yield for the trailing twelve months is around 5.91%, less than ANCFX's 8.85% 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% |
ANCFX American Funds Fundamental Investors Class A | 8.85% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
Drawdowns
BLPAX vs. ANCFX - Drawdown Comparison
The maximum BLPAX drawdown since its inception was -23.21%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for BLPAX and ANCFX.
Loading graphics...
Drawdown Indicators
| BLPAX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.21% | -53.29% | +30.08% |
Max Drawdown (1Y)Largest decline over 1 year | -7.68% | -11.35% | +3.67% |
Max Drawdown (5Y)Largest decline over 5 years | -20.65% | -25.07% | +4.42% |
Max Drawdown (10Y)Largest decline over 10 years | -23.21% | -33.93% | +10.72% |
Current DrawdownCurrent decline from peak | -5.58% | -8.02% | +2.44% |
Average DrawdownAverage peak-to-trough decline | -2.94% | -7.34% | +4.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 2.59% | -0.79% |
Volatility
BLPAX vs. ANCFX - Volatility Comparison
The current volatility for American Funds Moderate Growth and Income Portfolio Class A (BLPAX) is 4.11%, while American Funds Fundamental Investors Class A (ANCFX) has a volatility of 6.04%. This indicates that BLPAX experiences smaller price fluctuations and is considered to be less risky than ANCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BLPAX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.11% | 6.04% | -1.93% |
Volatility (6M)Calculated over the trailing 6-month period | 6.67% | 11.03% | -4.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.73% | 18.13% | -7.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.36% | 16.72% | -6.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.79% | 17.67% | -6.88% |