BLPAX vs. RGAGX
Compare and contrast key facts about American Funds Moderate Growth and Income Portfolio Class A (BLPAX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
BLPAX is managed by American Funds. It was launched on May 18, 2012. RGAGX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
BLPAX vs. RGAGX - Performance Comparison
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BLPAX vs. RGAGX - 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% |
RGAGX American Funds The Growth Fund of America Class R-6 | -7.99% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Returns By Period
In the year-to-date period, BLPAX achieves a -1.31% return, which is significantly higher than RGAGX's -7.99% return. Over the past 10 years, BLPAX has underperformed RGAGX with an annualized return of 8.49%, while RGAGX has yielded a comparatively higher 14.74% 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%
RGAGX
- 1D
- 3.55%
- 1M
- -6.32%
- YTD
- -7.99%
- 6M
- -7.03%
- 1Y
- 17.19%
- 3Y*
- 20.63%
- 5Y*
- 9.29%
- 10Y*
- 14.74%
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BLPAX vs. RGAGX - Expense Ratio Comparison
BLPAX has a 0.66% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Return for Risk
BLPAX vs. RGAGX — Risk / Return Rank
BLPAX
RGAGX
BLPAX vs. RGAGX - 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 The Growth Fund of America Class R-6 (RGAGX). 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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 0.86 | +0.51 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.37 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.20 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.94 | 1.29 | +0.64 |
Martin ratioReturn relative to average drawdown | 8.24 | 4.90 | +3.34 |
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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 0.86 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.46 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.75 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.80 | +0.06 |
Correlation
The correlation between BLPAX and RGAGX is 0.91, 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. RGAGX - Dividend Comparison
BLPAX's dividend yield for the trailing twelve months is around 5.91%, less than RGAGX's 11.95% 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% |
RGAGX American Funds The Growth Fund of America Class R-6 | 11.95% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Drawdowns
BLPAX vs. RGAGX - Drawdown Comparison
The maximum BLPAX drawdown since its inception was -23.21%, smaller than the maximum RGAGX drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for BLPAX and RGAGX.
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Drawdown Indicators
| BLPAX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.21% | -36.19% | +12.98% |
Max Drawdown (1Y)Largest decline over 1 year | -7.68% | -13.71% | +6.03% |
Max Drawdown (5Y)Largest decline over 5 years | -20.65% | -36.19% | +15.54% |
Max Drawdown (10Y)Largest decline over 10 years | -23.21% | -36.19% | +12.98% |
Current DrawdownCurrent decline from peak | -5.58% | -10.64% | +5.06% |
Average DrawdownAverage peak-to-trough decline | -2.94% | -5.53% | +2.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 3.62% | -1.82% |
Volatility
BLPAX vs. RGAGX - Volatility Comparison
The current volatility for American Funds Moderate Growth and Income Portfolio Class A (BLPAX) is 4.11%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 6.74%. This indicates that BLPAX experiences smaller price fluctuations and is considered to be less risky than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BLPAX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.11% | 6.74% | -2.63% |
Volatility (6M)Calculated over the trailing 6-month period | 6.67% | 12.12% | -5.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.73% | 21.00% | -10.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.36% | 20.23% | -9.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.79% | 19.64% | -8.85% |