CAPAX vs. INPFX
Compare and contrast key facts about Federated Hermes Capital Income Fund (CAPAX) and American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX).
CAPAX is managed by Federated. It was launched on May 26, 1988. INPFX is managed by American Funds. It was launched on May 18, 2012.
Performance
CAPAX vs. INPFX - Performance Comparison
Loading graphics...
CAPAX vs. INPFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAPAX Federated Hermes Capital Income Fund | -2.93% | 11.88% | 10.21% | 10.51% | -12.43% | 9.72% | 9.48% | 15.70% | -7.13% | 10.05% |
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | -1.32% | 14.29% | 9.20% | 9.46% | -8.74% | 12.90% | 5.67% | 15.76% | -3.57% | 11.43% |
Returns By Period
In the year-to-date period, CAPAX achieves a -2.93% return, which is significantly lower than INPFX's -1.32% return. Over the past 10 years, CAPAX has underperformed INPFX with an annualized return of 5.67%, while INPFX has yielded a comparatively higher 6.84% annualized return.
CAPAX
- 1D
- 0.00%
- 1M
- -4.40%
- YTD
- -2.93%
- 6M
- -0.10%
- 1Y
- 9.31%
- 3Y*
- 9.04%
- 5Y*
- 4.23%
- 10Y*
- 5.67%
INPFX
- 1D
- 0.07%
- 1M
- -5.13%
- YTD
- -1.32%
- 6M
- 0.78%
- 1Y
- 9.95%
- 3Y*
- 9.75%
- 5Y*
- 5.98%
- 10Y*
- 6.84%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CAPAX vs. INPFX - Expense Ratio Comparison
CAPAX has a 0.88% expense ratio, which is higher than INPFX's 0.66% expense ratio.
Return for Risk
CAPAX vs. INPFX — Risk / Return Rank
CAPAX
INPFX
CAPAX vs. INPFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Capital Income Fund (CAPAX) and American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX). 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.
| CAPAX | INPFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 1.36 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.89 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.28 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 1.55 | -0.14 |
Martin ratioReturn relative to average drawdown | 6.58 | 6.91 | -0.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CAPAX | INPFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.36 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.80 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.82 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.88 | -0.25 |
Correlation
The correlation between CAPAX and INPFX is 0.86, 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
CAPAX vs. INPFX - Dividend Comparison
CAPAX's dividend yield for the trailing twelve months is around 3.81%, less than INPFX's 5.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAPAX Federated Hermes Capital Income Fund | 3.81% | 3.33% | 3.24% | 3.36% | 3.70% | 3.31% | 3.43% | 3.62% | 4.42% | 3.91% | 4.23% | 5.54% |
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | 5.61% | 5.61% | 5.15% | 4.76% | 4.84% | 4.38% | 5.54% | 4.53% | 4.79% | 3.25% | 3.53% | 3.85% |
Drawdowns
CAPAX vs. INPFX - Drawdown Comparison
The maximum CAPAX drawdown since its inception was -46.13%, which is greater than INPFX's maximum drawdown of -21.31%. Use the drawdown chart below to compare losses from any high point for CAPAX and INPFX.
Loading graphics...
Drawdown Indicators
| CAPAX | INPFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.13% | -21.31% | -24.82% |
Max Drawdown (1Y)Largest decline over 1 year | -6.16% | -6.25% | +0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -17.75% | -15.37% | -2.38% |
Max Drawdown (10Y)Largest decline over 10 years | -23.36% | -21.31% | -2.05% |
Current DrawdownCurrent decline from peak | -4.44% | -5.13% | +0.69% |
Average DrawdownAverage peak-to-trough decline | -5.82% | -2.32% | -3.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.32% | 1.40% | -0.08% |
Volatility
CAPAX vs. INPFX - Volatility Comparison
The current volatility for Federated Hermes Capital Income Fund (CAPAX) is 2.25%, while American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) has a volatility of 2.46%. This indicates that CAPAX experiences smaller price fluctuations and is considered to be less risky than INPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CAPAX | INPFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.25% | 2.46% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 4.27% | 4.38% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.43% | 7.55% | -0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.78% | 7.48% | +0.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.61% | 8.34% | +0.27% |