BLPAX vs. CGDV
Compare and contrast key facts about American Funds Moderate Growth and Income Portfolio Class A (BLPAX) and Capital Group Dividend Value ETF (CGDV).
BLPAX is managed by American Funds. It was launched on May 18, 2012. CGDV is an actively managed fund by Capital Group. It was launched on Feb 22, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BLPAX or CGDV.
Key characteristics
| BLPAX | CGDV | |
|---|---|---|
| YTD Return | 11.92% | 22.23% |
| 1Y Return | 21.75% | 35.84% |
| Sharpe Ratio | 2.66 | 3.15 |
| Sortino Ratio | 3.81 | 4.33 |
| Omega Ratio | 1.51 | 1.57 |
| Calmar Ratio | 2.14 | 6.87 |
| Martin Ratio | 17.83 | 27.00 |
| Ulcer Index | 1.21% | 1.32% |
| Daily Std Dev | 8.12% | 11.34% |
| Max Drawdown | -23.21% | -21.82% |
| Current Drawdown | -1.54% | -2.83% |
Correlation
The correlation between BLPAX and CGDV 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. CGDV - Performance Comparison
In the year-to-date period, BLPAX achieves a 11.92% return, which is significantly lower than CGDV's 22.23% 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. CGDV - Expense Ratio Comparison
BLPAX has a 0.66% expense ratio, which is higher than CGDV's 0.33% expense ratio.
Risk-Adjusted Performance
BLPAX vs. CGDV - 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 Capital Group Dividend Value ETF (CGDV). 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. CGDV - Dividend Comparison
BLPAX's dividend yield for the trailing twelve months is around 2.19%, more than CGDV's 1.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLPAX American Funds Moderate Growth and Income Portfolio Class A | 2.19% | 2.29% | 6.01% | 4.97% | 2.56% | 3.83% | 4.69% | 3.48% | 3.66% | 3.69% | 2.86% | 1.68% |
CGDV Capital Group Dividend Value ETF | 1.51% | 1.65% | 1.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BLPAX vs. CGDV - Drawdown Comparison
The maximum BLPAX drawdown since its inception was -23.21%, which is greater than CGDV's maximum drawdown of -21.82%. Use the drawdown chart below to compare losses from any high point for BLPAX and CGDV. For additional features, visit the drawdowns tool.
Volatility
BLPAX vs. CGDV - Volatility Comparison
The current volatility for American Funds Moderate Growth and Income Portfolio Class A (BLPAX) is 1.89%, while Capital Group Dividend Value ETF (CGDV) has a volatility of 2.57%. This indicates that BLPAX experiences smaller price fluctuations and is considered to be less risky than CGDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.