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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BLPAX or CWGIX.
Key characteristics
| BLPAX | CWGIX | |
|---|---|---|
| YTD Return | 13.67% | 16.67% |
| 1Y Return | 24.28% | 29.09% |
| 3Y Return (Ann) | 3.97% | 5.28% |
| 5Y Return (Ann) | 8.35% | 10.06% |
| 10Y Return (Ann) | 7.52% | 8.27% |
| Sharpe Ratio | 2.87 | 2.44 |
| Sortino Ratio | 4.11 | 3.33 |
| Omega Ratio | 1.55 | 1.45 |
| Calmar Ratio | 2.33 | 2.84 |
| Martin Ratio | 19.40 | 15.37 |
| Ulcer Index | 1.21% | 1.85% |
| Daily Std Dev | 8.17% | 11.66% |
| Max Drawdown | -23.21% | -53.59% |
| Current Drawdown | 0.00% | -0.45% |
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.
Performance
BLPAX vs. CWGIX - Performance Comparison
In the year-to-date period, BLPAX achieves a 13.67% return, which is significantly lower than CWGIX's 16.67% return. Over the past 10 years, BLPAX has underperformed CWGIX with an annualized return of 7.52%, while CWGIX has yielded a comparatively higher 8.27% 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. CWGIX - Expense Ratio Comparison
BLPAX has a 0.66% expense ratio, which is lower than CWGIX's 0.75% expense ratio.
Risk-Adjusted Performance
BLPAX vs. CWGIX - 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 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.
Dividends
BLPAX vs. CWGIX - Dividend Comparison
BLPAX's dividend yield for the trailing twelve months is around 2.11%, more than CWGIX's 1.60% 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% |
CWGIX American Funds Capital World Growth and Income Fund Class A | 1.60% | 1.85% | 2.09% | 1.62% | 1.23% | 1.68% | 2.44% | 1.82% | 2.44% | 2.40% | 2.24% | 2.19% |
Drawdowns
BLPAX vs. CWGIX - Drawdown Comparison
The maximum BLPAX drawdown since its inception was -23.21%, smaller than the maximum CWGIX drawdown of -53.59%. Use the drawdown chart below to compare losses from any high point for BLPAX and CWGIX. For additional features, visit the drawdowns tool.
Volatility
BLPAX vs. CWGIX - Volatility Comparison
The current volatility for American Funds Moderate Growth and Income Portfolio Class A (BLPAX) is 2.11%, while American Funds Capital World Growth and Income Fund Class A (CWGIX) has a volatility of 3.16%. 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.