BLPFX vs. AGTHX
BLPFX (American Funds Moderate Growth and Income Portfolio Class F-1) and AGTHX (American Funds The Growth Fund of America Class A) are both mutual funds - BLPFX is a Diversified Portfolio fund tracking the S&P 500 Index, while AGTHX is a Large Cap Growth Equities fund actively managed by Capital Group. BLPFX is passively managed, while AGTHX is actively managed. Over the past 10 years, BLPFX returned 8.83%/yr vs 15.02%/yr for AGTHX. Their correlation of 0.90 means they have usually moved in the same direction. BLPFX charges 0.70%/yr vs 0.59%/yr for AGTHX.
Performance
BLPFX vs. AGTHX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BLPFX achieves a 6.65% return, which is significantly higher than AGTHX's 4.29% return. Over the past 10 years, BLPFX has underperformed AGTHX with an annualized return of 8.83%, while AGTHX has yielded a comparatively higher 15.02% annualized return.
BLPFX
- 1D
- 0.09%
- 1M
- -0.19%
- 6M
- 3.43%
- YTD
- 6.65%
- 1Y
- 13.42%
- 3Y*
- 13.09%
- 5Y*
- 7.27%
- 10Y*
- 8.83%
- ALL TIME*
- 9.17%
AGTHX
- 1D
- 0.47%
- 1M
- -2.33%
- 6M
- 2.18%
- YTD
- 4.29%
- 1Y
- 10.11%
- 3Y*
- 19.73%
- 5Y*
- 9.99%
- 10Y*
- 15.02%
- ALL TIME*
- 12.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BLPFX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BLPFX American Funds Moderate Growth and Income Portfolio Class F-1 | 6.65% | 16.99% | 11.25% | 13.80% | -13.59% | 13.75% | 13.17% | 19.49% | -4.63% | 16.67% |
AGTHX American Funds The Growth Fund of America Class A | 4.29% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
Correlation
The correlation between BLPFX and AGTHX is 0.90, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.90 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.90 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.90 |
Correlation (All Time) Calculated using the full available price history since May 18, 2012 | 0.90 |
The correlation between BLPFX and AGTHX has been stable across timeframes, ranging from 0.90 to 0.90 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BLPFX vs. AGTHX — Risk / Return Rank
BLPFX
AGTHX
BLPFX vs. AGTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Moderate Growth and Income Portfolio Class F-1 (BLPFX) and American Funds The Growth Fund of America Class A (AGTHX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BLPFX | AGTHX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.85 | ||
| Sortino ratioReturn per unit of downside risk | +1.16 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.12 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.85 | 0.74 | +1.11 |
| Martin ratioReturn relative to average drawdown | 7.95 | 2.73 | +5.22 |
Loading charts...
Drawdowns
BLPFX vs. AGTHX - Drawdown Comparison
The maximum BLPFX drawdown since its inception was -23.21%, smaller than the maximum AGTHX drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for BLPFX and AGTHX.
Loading charts...
Drawdown Indicators
| BLPFX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.21% | -51.91% | +28.70% |
Max Drawdown (1Y)Largest decline over 1 year | -7.08% | -13.76% | +6.68% |
Max Drawdown (3Y)Largest decline over 3 years | -10.36% | -21.57% | +11.21% |
Max Drawdown (5Y)Largest decline over 5 years | -20.72% | -36.38% | +15.66% |
Max Drawdown (10Y)Largest decline over 10 years | -23.21% | -36.38% | +13.17% |
Current DrawdownCurrent decline from peak | -1.36% | -5.58% | +4.22% |
Average DrawdownAverage peak-to-trough decline | -2.90% | -9.17% | +6.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.65% | 3.74% | -2.09% |
Volatility
BLPFX vs. AGTHX - Volatility Comparison
The current volatility for American Funds Moderate Growth and Income Portfolio Class F-1 (BLPFX) is 1.95%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 4.54%. This indicates that BLPFX experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BLPFX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.95% | 4.54% | -2.59% |
Volatility (6M)Calculated over the trailing 6-month period | 7.27% | 13.41% | -6.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.01% | 16.76% | -7.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.47% | 20.50% | -10.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.81% | 19.76% | -8.95% |
BLPFX vs. AGTHX - Expense Ratio Comparison
BLPFX has a 0.70% expense ratio, which is higher than AGTHX's 0.59% expense ratio.
Dividends
BLPFX vs. AGTHX - Dividend Comparison
BLPFX's dividend yield for the trailing twelve months is around 5.76%, less than AGTHX's 10.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 10.25% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
BLPFX American Funds Moderate Growth and Income Portfolio Class F-1 | 5.76% | 6.05% | 3.55% | 2.24% | 5.95% | 4.92% | 2.52% | 3.79% | 4.64% | 3.44% | 3.61% | 3.64% |
Frequently Asked Questions
With a correlation of 0.90, BLPFX and AGTHX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
AGTHX has higher volatility (4.54%) compared to BLPFX (1.95%). In terms of maximum drawdown, BLPFX dropped -23.21% vs AGTHX's -51.91%.
BLPFX currently has the higher Sharpe Ratio (1.46 vs 0.61), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BLPFX and AGTHX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer