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.
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
Key characteristics
BLPAX:
1.56
CAIBX:
1.30
BLPAX:
2.11
CAIBX:
1.71
BLPAX:
1.29
CAIBX:
1.25
BLPAX:
1.41
CAIBX:
1.62
BLPAX:
8.66
CAIBX:
5.54
BLPAX:
1.54%
CAIBX:
1.97%
BLPAX:
8.53%
CAIBX:
8.40%
BLPAX:
-23.27%
CAIBX:
-42.73%
BLPAX:
-2.35%
CAIBX:
-4.21%
Returns By Period
In the year-to-date period, BLPAX achieves a 1.66% return, which is significantly higher than CAIBX's 1.44% return. Both investments have delivered pretty close results over the past 10 years, with BLPAX having a 5.30% annualized return and CAIBX not far ahead at 5.34%.
BLPAX
1.66%
0.83%
3.62%
12.11%
5.12%
5.30%
CAIBX
1.44%
2.52%
2.23%
9.97%
5.28%
5.34%
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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 Rank
BLPAX
CAIBX
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 2.19%, less than CAIBX's 3.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLPAX American Funds Moderate Growth and Income Portfolio Class A | 2.19% | 2.22% | 2.25% | 2.14% | 1.43% | 1.75% | 1.89% | 2.08% | 1.52% | 1.65% | 2.41% | 3.87% |
CAIBX American Funds Capital Income Builder Class A | 3.30% | 3.35% | 3.36% | 3.43% | 3.14% | 3.38% | 3.29% | 3.80% | 3.41% | 3.52% | 6.29% | 9.30% |
Drawdowns
BLPAX vs. CAIBX - Drawdown Comparison
The maximum BLPAX drawdown since its inception was -23.27%, 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
The current volatility for American Funds Moderate Growth and Income Portfolio Class A (BLPAX) is 3.80%, while American Funds Capital Income Builder Class A (CAIBX) has a volatility of 4.38%. This indicates that BLPAX experiences smaller price fluctuations and is considered to be less risky than CAIBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.