BLPAX vs. CAIBX
Compare and contrast key facts about American Funds Moderate Growth and Income Portfolio Class A (BLPAX) and American Funds Capital Income Builder Class A (CAIBX).
BLPAX is managed by American Funds. It was launched on May 18, 2012. CAIBX is managed by American Funds. It was launched on Jul 30, 1987.
Performance
BLPAX vs. CAIBX - Performance Comparison
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BLPAX vs. CAIBX - 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% |
CAIBX American Funds Capital Income Builder Class A | 1.65% | 20.39% | 10.24% | 8.95% | -7.14% | 14.99% | 3.20% | 17.23% | -7.28% | 13.99% |
Returns By Period
In the year-to-date period, BLPAX achieves a -1.31% return, which is significantly lower than CAIBX's 1.65% return. Over the past 10 years, BLPAX has outperformed CAIBX with an annualized return of 8.49%, while CAIBX has yielded a comparatively lower 7.54% 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%
CAIBX
- 1D
- 1.50%
- 1M
- -4.13%
- YTD
- 1.65%
- 6M
- 4.25%
- 1Y
- 16.20%
- 3Y*
- 12.93%
- 5Y*
- 8.22%
- 10Y*
- 7.54%
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BLPAX vs. CAIBX - Expense Ratio Comparison
BLPAX has a 0.66% expense ratio, which is higher than CAIBX's 0.59% expense ratio.
Return for Risk
BLPAX vs. CAIBX — Risk / Return Rank
BLPAX
CAIBX
BLPAX vs. CAIBX - 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 Capital Income Builder Class A (CAIBX). 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 | CAIBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 1.62 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.99 | 2.20 | -0.22 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.33 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.94 | 2.01 | -0.07 |
Martin ratioReturn relative to average drawdown | 8.24 | 9.18 | -0.94 |
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 | CAIBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 1.62 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.83 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.70 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.91 | -0.05 |
Correlation
The correlation between BLPAX and CAIBX 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. CAIBX - Dividend Comparison
BLPAX's dividend yield for the trailing twelve months is around 5.91%, less than CAIBX's 7.65% 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% |
CAIBX American Funds Capital Income Builder Class A | 7.65% | 7.71% | 5.76% | 3.47% | 3.43% | 3.14% | 3.38% | 4.10% | 3.55% | 4.44% | 3.52% | 3.62% |
Drawdowns
BLPAX vs. CAIBX - Drawdown Comparison
The maximum BLPAX drawdown since its inception was -23.21%, smaller than the maximum CAIBX drawdown of -43.68%. Use the drawdown chart below to compare losses from any high point for BLPAX and CAIBX.
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Drawdown Indicators
| BLPAX | CAIBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.21% | -43.68% | +20.47% |
Max Drawdown (1Y)Largest decline over 1 year | -7.68% | -8.37% | +0.69% |
Max Drawdown (5Y)Largest decline over 5 years | -20.65% | -17.65% | -3.00% |
Max Drawdown (10Y)Largest decline over 10 years | -23.21% | -25.28% | +2.07% |
Current DrawdownCurrent decline from peak | -5.58% | -4.85% | -0.73% |
Average DrawdownAverage peak-to-trough decline | -2.94% | -3.82% | +0.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 1.83% | -0.03% |
Volatility
BLPAX vs. CAIBX - Volatility Comparison
American Funds Moderate Growth and Income Portfolio Class A (BLPAX) has a higher volatility of 4.11% compared to American Funds Capital Income Builder Class A (CAIBX) at 3.72%. This indicates that BLPAX's price experiences larger fluctuations and is considered to be riskier than CAIBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BLPAX | CAIBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.11% | 3.72% | +0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 6.67% | 6.12% | +0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.73% | 10.19% | +0.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.36% | 9.95% | +0.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.79% | 10.87% | -0.08% |