BLPFX vs. CGFAX
BLPFX (American Funds Moderate Growth and Income Portfolio Class F-1) and CGFAX (American Funds The Growth Fund of America Class 529-A) are both mutual funds - BLPFX is a Diversified Portfolio fund tracking the S&P 500 Index, while CGFAX is a Large Cap Growth Equities fund actively managed by Capital Group. BLPFX is passively managed, while CGFAX is actively managed. Over the past 10 years, BLPFX returned 8.95%/yr vs 15.19%/yr for CGFAX. Their correlation of 0.91 means they have usually moved in the same direction. BLPFX charges 0.70%/yr vs 0.62%/yr for CGFAX.
Performance
BLPFX vs. CGFAX - Performance Comparison
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Returns By Period
In the year-to-date period, BLPFX achieves a 7.20% return, which is significantly higher than CGFAX's 5.59% return. Over the past 10 years, BLPFX has underperformed CGFAX with an annualized return of 8.95%, while CGFAX has yielded a comparatively higher 15.19% annualized return.
BLPFX
- 1D
- 0.28%
- 1M
- -0.33%
- 6M
- 4.58%
- YTD
- 7.20%
- 1Y
- 15.42%
- 3Y*
- 13.38%
- 5Y*
- 7.37%
- 10Y*
- 8.95%
- ALL TIME*
- 9.21%
CGFAX
- 1D
- 1.17%
- 1M
- -2.12%
- 6M
- 4.96%
- YTD
- 5.59%
- 1Y
- 14.18%
- 3Y*
- 20.24%
- 5Y*
- 10.33%
- 10Y*
- 15.19%
- ALL TIME*
- 10.63%
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. CGFAX - 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 | 7.20% | 16.99% | 11.25% | 13.80% | -13.59% | 13.75% | 13.17% | 19.49% | -4.63% | 16.67% |
CGFAX American Funds The Growth Fund of America Class 529-A | 5.59% | 19.69% | 27.99% | 37.14% | -30.76% | 19.26% | 37.81% | 28.09% | -3.25% | 26.06% |
Correlation
The correlation between BLPFX and CGFAX is 0.91, 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. | 0.91 |
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 | 0.91 |
The correlation between BLPFX and CGFAX has been stable across timeframes, ranging from 0.90 to 0.91 - a consistent structural relationship.
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Return for Risk
BLPFX vs. CGFAX — Risk / Return Rank
BLPFX
CGFAX
BLPFX vs. CGFAX - 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 529-A (CGFAX). 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 | CGFAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.91 | ||
| Sortino ratioReturn per unit of downside risk | +1.24 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.14 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.10 | 0.90 | +1.20 |
| Martin ratioReturn relative to average drawdown | 8.94 | 3.24 | +5.70 |
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Drawdowns
BLPFX vs. CGFAX - Drawdown Comparison
The maximum BLPFX drawdown since its inception was -23.21%, smaller than the maximum CGFAX drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for BLPFX and CGFAX.
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Drawdown Indicators
| BLPFX | CGFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.21% | -51.91% | +28.70% |
Max Drawdown (1Y)Largest decline over 1 year | -7.08% | -13.77% | +6.69% |
Max Drawdown (3Y)Largest decline over 3 years | -10.36% | -21.58% | +11.22% |
Max Drawdown (5Y)Largest decline over 5 years | -20.72% | -36.39% | +15.67% |
Max Drawdown (10Y)Largest decline over 10 years | -23.21% | -36.39% | +13.18% |
Current DrawdownCurrent decline from peak | -0.84% | -4.38% | +3.54% |
Average DrawdownAverage peak-to-trough decline | -2.90% | -8.57% | +5.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 3.80% | -2.14% |
Volatility
BLPFX vs. CGFAX - Volatility Comparison
The current volatility for American Funds Moderate Growth and Income Portfolio Class F-1 (BLPFX) is 2.29%, while American Funds The Growth Fund of America Class 529-A (CGFAX) has a volatility of 5.01%. This indicates that BLPFX experiences smaller price fluctuations and is considered to be less risky than CGFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BLPFX | CGFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.29% | 5.01% | -2.72% |
Volatility (6M)Calculated over the trailing 6-month period | 7.41% | 13.69% | -6.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.08% | 16.94% | -7.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.48% | 20.56% | -10.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.81% | 19.79% | -8.98% |
BLPFX vs. CGFAX - Expense Ratio Comparison
BLPFX has a 0.70% expense ratio, which is higher than CGFAX's 0.62% expense ratio.
Dividends
BLPFX vs. CGFAX - Dividend Comparison
BLPFX's dividend yield for the trailing twelve months is around 5.73%, less than CGFAX's 10.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLPFX American Funds Moderate Growth and Income Portfolio Class F-1 | 5.73% | 6.05% | 3.55% | 2.24% | 5.95% | 4.92% | 2.52% | 3.79% | 4.64% | 3.44% | 3.61% | 3.64% |
CGFAX American Funds The Growth Fund of America Class 529-A | 10.31% | 10.88% | 9.12% | 7.48% | 4.09% | 8.26% | 4.34% | 7.18% | 12.03% | 7.07% | 6.60% | 8.86% |
Frequently Asked Questions
With a correlation of 0.91, BLPFX and CGFAX 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.
CGFAX has higher volatility (5.01%) compared to BLPFX (2.29%). In terms of maximum drawdown, BLPFX dropped -23.21% vs CGFAX's -51.91%.
BLPFX currently has the higher Sharpe Ratio (1.63 vs 0.73), 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.
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