BLPAX vs. CWGIX
Compare and contrast key facts about American Funds Moderate Growth and Income Portfolio Class A (BLPAX) and American Funds Capital World Growth and Income Fund Class A (CWGIX).
BLPAX is managed by American Funds. It was launched on May 18, 2012. CWGIX is managed by American Funds. It was launched on Mar 26, 1993.
Performance
BLPAX vs. CWGIX - Performance Comparison
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BLPAX vs. CWGIX - 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% |
CWGIX American Funds Capital World Growth and Income Fund Class A | -1.32% | 24.68% | 13.85% | 20.55% | -17.32% | 14.74% | 15.31% | 25.32% | -10.60% | 24.55% |
Returns By Period
The year-to-date returns for both stocks are quite close, with BLPAX having a -1.31% return and CWGIX slightly lower at -1.32%. Over the past 10 years, BLPAX has underperformed CWGIX with an annualized return of 8.49%, while CWGIX has yielded a comparatively higher 10.60% 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%
CWGIX
- 1D
- 3.00%
- 1M
- -6.57%
- YTD
- -1.32%
- 6M
- 2.37%
- 1Y
- 22.43%
- 3Y*
- 16.70%
- 5Y*
- 8.67%
- 10Y*
- 10.60%
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BLPAX vs. CWGIX - Expense Ratio Comparison
BLPAX has a 0.66% expense ratio, which is lower than CWGIX's 0.75% expense ratio.
Return for Risk
BLPAX vs. CWGIX — Risk / Return Rank
BLPAX
CWGIX
BLPAX vs. CWGIX - 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 World Growth and Income Fund Class A (CWGIX). 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 | CWGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 1.46 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.99 | 2.09 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.29 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.94 | 2.07 | -0.13 |
Martin ratioReturn relative to average drawdown | 8.24 | 8.70 | -0.46 |
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 | CWGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 1.46 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.58 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.67 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.66 | +0.20 |
Correlation
The correlation between BLPAX and CWGIX is 0.96, 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. CWGIX - Dividend Comparison
BLPAX's dividend yield for the trailing twelve months is around 5.91%, less than CWGIX's 10.71% 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% |
CWGIX American Funds Capital World Growth and Income Fund Class A | 10.71% | 10.54% | 7.88% | 3.20% | 2.09% | 6.82% | 1.23% | 2.44% | 7.00% | 6.63% | 4.96% | 3.78% |
Drawdowns
BLPAX vs. CWGIX - Drawdown Comparison
The maximum BLPAX drawdown since its inception was -23.21%, smaller than the maximum CWGIX drawdown of -54.47%. Use the drawdown chart below to compare losses from any high point for BLPAX and CWGIX.
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Drawdown Indicators
| BLPAX | CWGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.21% | -54.47% | +31.26% |
Max Drawdown (1Y)Largest decline over 1 year | -7.68% | -11.08% | +3.40% |
Max Drawdown (5Y)Largest decline over 5 years | -20.65% | -27.18% | +6.53% |
Max Drawdown (10Y)Largest decline over 10 years | -23.21% | -32.00% | +8.79% |
Current DrawdownCurrent decline from peak | -5.58% | -7.84% | +2.26% |
Average DrawdownAverage peak-to-trough decline | -2.94% | -7.16% | +4.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 2.63% | -0.83% |
Volatility
BLPAX vs. CWGIX - Volatility Comparison
The current volatility for American Funds Moderate Growth and Income Portfolio Class A (BLPAX) is 4.11%, while American Funds Capital World Growth and Income Fund Class A (CWGIX) has a volatility of 6.24%. This indicates that BLPAX experiences smaller price fluctuations and is considered to be less risky than CWGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BLPAX | CWGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.11% | 6.24% | -2.13% |
Volatility (6M)Calculated over the trailing 6-month period | 6.67% | 10.48% | -3.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.73% | 16.00% | -5.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.36% | 15.04% | -4.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.79% | 15.97% | -5.18% |