BLPAX vs. GWPAX
Compare and contrast key facts about American Funds Moderate Growth and Income Portfolio Class A (BLPAX) and American Funds Growth Portfolio Class A (GWPAX).
BLPAX is managed by American Funds. It was launched on May 18, 2012. GWPAX is managed by American Funds. It was launched on May 18, 2012.
Performance
BLPAX vs. GWPAX - Performance Comparison
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BLPAX vs. GWPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BLPAX American Funds Moderate Growth and Income Portfolio Class A | -0.70% | 16.64% | 11.30% | 13.87% | -13.60% | 13.87% | 13.16% | 19.53% | -4.59% | 16.71% |
GWPAX American Funds Growth Portfolio Class A | -4.53% | 20.47% | 20.17% | 28.76% | -26.97% | 18.59% | 25.34% | 27.19% | -6.59% | 25.12% |
Returns By Period
In the year-to-date period, BLPAX achieves a -0.70% return, which is significantly higher than GWPAX's -4.53% return. Over the past 10 years, BLPAX has underperformed GWPAX with an annualized return of 8.55%, while GWPAX has yielded a comparatively higher 12.00% annualized return.
BLPAX
- 1D
- 0.61%
- 1M
- -3.19%
- YTD
- -0.70%
- 6M
- 1.52%
- 1Y
- 14.62%
- 3Y*
- 12.36%
- 5Y*
- 6.75%
- 10Y*
- 8.55%
GWPAX
- 1D
- 1.17%
- 1M
- -4.03%
- YTD
- -4.53%
- 6M
- -2.52%
- 1Y
- 19.48%
- 3Y*
- 17.76%
- 5Y*
- 7.90%
- 10Y*
- 12.00%
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BLPAX vs. GWPAX - Expense Ratio Comparison
BLPAX has a 0.66% expense ratio, which is lower than GWPAX's 0.73% expense ratio.
Return for Risk
BLPAX vs. GWPAX — Risk / Return Rank
BLPAX
GWPAX
BLPAX vs. GWPAX - 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 Growth Portfolio Class A (GWPAX). 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 | GWPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 1.09 | +0.31 |
Sortino ratioReturn per unit of downside risk | 2.03 | 1.65 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.23 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.00 | 1.80 | +0.20 |
Martin ratioReturn relative to average drawdown | 8.40 | 7.18 | +1.22 |
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 | GWPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 1.09 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.44 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.67 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.69 | +0.18 |
Correlation
The correlation between BLPAX and GWPAX is 0.95, 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. GWPAX - Dividend Comparison
BLPAX's dividend yield for the trailing twelve months is around 5.87%, less than GWPAX's 6.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLPAX American Funds Moderate Growth and Income Portfolio Class A | 5.87% | 5.83% | 3.59% | 2.30% | 6.01% | 4.97% | 2.56% | 3.83% | 4.69% | 3.48% | 3.66% | 3.69% |
GWPAX American Funds Growth Portfolio Class A | 6.02% | 5.75% | 5.83% | 1.61% | 9.94% | 3.42% | 3.42% | 5.77% | 6.19% | 3.39% | 4.36% | 4.84% |
Drawdowns
BLPAX vs. GWPAX - Drawdown Comparison
The maximum BLPAX drawdown since its inception was -23.21%, smaller than the maximum GWPAX drawdown of -34.15%. Use the drawdown chart below to compare losses from any high point for BLPAX and GWPAX.
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Drawdown Indicators
| BLPAX | GWPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.21% | -34.15% | +10.94% |
Max Drawdown (1Y)Largest decline over 1 year | -7.26% | -11.78% | +4.52% |
Max Drawdown (5Y)Largest decline over 5 years | -20.65% | -34.15% | +13.50% |
Max Drawdown (10Y)Largest decline over 10 years | -23.21% | -34.15% | +10.94% |
Current DrawdownCurrent decline from peak | -5.00% | -7.74% | +2.74% |
Average DrawdownAverage peak-to-trough decline | -2.94% | -5.77% | +2.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 2.96% | -1.13% |
Volatility
BLPAX vs. GWPAX - Volatility Comparison
The current volatility for American Funds Moderate Growth and Income Portfolio Class A (BLPAX) is 4.00%, while American Funds Growth Portfolio Class A (GWPAX) has a volatility of 6.56%. This indicates that BLPAX experiences smaller price fluctuations and is considered to be less risky than GWPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BLPAX | GWPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.00% | 6.56% | -2.56% |
Volatility (6M)Calculated over the trailing 6-month period | 6.69% | 11.34% | -4.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.74% | 18.91% | -8.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.36% | 18.17% | -7.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.79% | 17.95% | -7.16% |