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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BLPAX or CAIBX.
Key characteristics
| BLPAX | CAIBX | |
|---|---|---|
| YTD Return | 13.67% | 13.14% |
| 1Y Return | 24.28% | 23.65% |
| 3Y Return (Ann) | 3.97% | 5.31% |
| 5Y Return (Ann) | 8.35% | 7.00% |
| 10Y Return (Ann) | 7.52% | 5.72% |
| Sharpe Ratio | 2.87 | 2.96 |
| Sortino Ratio | 4.11 | 4.19 |
| Omega Ratio | 1.55 | 1.57 |
| Calmar Ratio | 2.33 | 2.70 |
| Martin Ratio | 19.40 | 20.41 |
| Ulcer Index | 1.21% | 1.13% |
| Daily Std Dev | 8.17% | 7.77% |
| Max Drawdown | -23.21% | -42.73% |
| Current Drawdown | 0.00% | -0.73% |
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.
Performance
BLPAX vs. CAIBX - Performance Comparison
The year-to-date returns for both stocks are quite close, with BLPAX having a 13.67% return and CAIBX slightly lower at 13.14%. Over the past 10 years, BLPAX has outperformed CAIBX with an annualized return of 7.52%, while CAIBX has yielded a comparatively lower 5.72% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
BLPAX vs. CAIBX - Risk-Adjusted Performance 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.
Dividends
BLPAX vs. CAIBX - Dividend Comparison
BLPAX's dividend yield for the trailing twelve months is around 2.11%, less than CAIBX's 3.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLPAX American Funds Moderate Growth and Income Portfolio Class A | 2.11% | 2.25% | 2.14% | 1.43% | 1.75% | 1.89% | 2.08% | 1.52% | 1.65% | 1.56% | 2.86% | 1.68% |
CAIBX American Funds Capital Income Builder Class A | 3.09% | 3.36% | 3.43% | 3.14% | 3.38% | 3.29% | 3.80% | 3.41% | 3.52% | 3.60% | 4.63% | 3.30% |
Drawdowns
BLPAX vs. CAIBX - Drawdown Comparison
The maximum BLPAX drawdown since its inception was -23.21%, smaller than the maximum CAIBX drawdown of -42.73%. Use the drawdown chart below to compare losses from any high point for BLPAX and CAIBX. For additional features, visit the drawdowns tool.
Volatility
BLPAX vs. CAIBX - Volatility Comparison
American Funds Moderate Growth and Income Portfolio Class A (BLPAX) has a higher volatility of 2.11% compared to American Funds Capital Income Builder Class A (CAIBX) at 1.84%. 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.