BLPAX vs. BERIX
Compare and contrast key facts about American Funds Moderate Growth and Income Portfolio Class A (BLPAX) and Chartwell Income Fund (BERIX).
BLPAX is managed by American Funds. It was launched on May 18, 2012. BERIX is managed by Carillon Family of Funds. It was launched on Sep 2, 1987.
Performance
BLPAX vs. BERIX - Performance Comparison
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BLPAX vs. BERIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BLPAX American Funds Moderate Growth and Income Portfolio Class A | -3.07% | 16.64% | 11.30% | 13.87% | -13.60% | 13.87% | 13.16% | 19.53% | -4.59% | 16.71% |
BERIX Chartwell Income Fund | 3.53% | 13.23% | 7.20% | 7.77% | -10.14% | 7.35% | 4.49% | 9.69% | -0.81% | 3.92% |
Returns By Period
In the year-to-date period, BLPAX achieves a -3.07% return, which is significantly lower than BERIX's 3.53% return. Over the past 10 years, BLPAX has outperformed BERIX with an annualized return of 8.29%, while BERIX has yielded a comparatively lower 4.99% annualized return.
BLPAX
- 1D
- -0.05%
- 1M
- -7.13%
- YTD
- -3.07%
- 6M
- -0.36%
- 1Y
- 12.63%
- 3Y*
- 11.46%
- 5Y*
- 6.42%
- 10Y*
- 8.29%
BERIX
- 1D
- 0.20%
- 1M
- -1.25%
- YTD
- 3.53%
- 6M
- 6.19%
- 1Y
- 13.23%
- 3Y*
- 9.06%
- 5Y*
- 4.94%
- 10Y*
- 4.99%
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BLPAX vs. BERIX - Expense Ratio Comparison
BLPAX has a 0.66% expense ratio, which is higher than BERIX's 0.64% expense ratio.
Return for Risk
BLPAX vs. BERIX — Risk / Return Rank
BLPAX
BERIX
BLPAX vs. BERIX - 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 Chartwell Income Fund (BERIX). 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 | BERIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 2.54 | -1.32 |
Sortino ratioReturn per unit of downside risk | 1.76 | 3.26 | -1.50 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.52 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 4.62 | -3.08 |
Martin ratioReturn relative to average drawdown | 6.69 | 17.20 | -10.52 |
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 | BERIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 2.54 | -1.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.84 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.84 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 1.07 | -0.22 |
Correlation
The correlation between BLPAX and BERIX is 0.74, 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. BERIX - Dividend Comparison
BLPAX's dividend yield for the trailing twelve months is around 6.01%, more than BERIX's 3.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLPAX American Funds Moderate Growth and Income Portfolio Class A | 6.01% | 5.83% | 3.59% | 2.30% | 6.01% | 4.97% | 2.56% | 3.83% | 4.69% | 3.48% | 3.66% | 3.69% |
BERIX Chartwell Income Fund | 3.58% | 3.97% | 3.90% | 3.36% | 3.54% | 2.58% | 3.07% | 3.03% | 5.83% | 5.22% | 2.76% | 2.45% |
Drawdowns
BLPAX vs. BERIX - Drawdown Comparison
The maximum BLPAX drawdown since its inception was -23.21%, which is greater than BERIX's maximum drawdown of -20.34%. Use the drawdown chart below to compare losses from any high point for BLPAX and BERIX.
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Drawdown Indicators
| BLPAX | BERIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.21% | -20.34% | -2.87% |
Max Drawdown (1Y)Largest decline over 1 year | -7.68% | -2.95% | -4.73% |
Max Drawdown (5Y)Largest decline over 5 years | -20.65% | -15.73% | -4.92% |
Max Drawdown (10Y)Largest decline over 10 years | -23.21% | -20.34% | -2.87% |
Current DrawdownCurrent decline from peak | -7.26% | -1.25% | -6.01% |
Average DrawdownAverage peak-to-trough decline | -2.94% | -2.60% | -0.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.77% | 0.79% | +0.98% |
Volatility
BLPAX vs. BERIX - Volatility Comparison
American Funds Moderate Growth and Income Portfolio Class A (BLPAX) has a higher volatility of 3.50% compared to Chartwell Income Fund (BERIX) at 1.47%. This indicates that BLPAX's price experiences larger fluctuations and is considered to be riskier than BERIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BLPAX | BERIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.50% | 1.47% | +2.03% |
Volatility (6M)Calculated over the trailing 6-month period | 6.42% | 4.28% | +2.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.60% | 5.38% | +5.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.33% | 5.94% | +4.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.77% | 6.00% | +4.77% |