CGDG vs. INPAX
Compare and contrast key facts about Capital Group Dividend Growers ETF (CGDG) and American Funds Conservative Growth and Income Portfolio (INPAX).
CGDG is an actively managed fund by Capital Group. It was launched on Sep 26, 2023. INPAX is managed by American Funds. It was launched on May 17, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGDG or INPAX.
Correlation
The correlation between CGDG and INPAX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
CGDG vs. INPAX - Performance Comparison
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Key characteristics
CGDG:
4.56%
INPAX:
1.37%
CGDG:
-0.60%
INPAX:
-0.07%
CGDG:
-0.60%
INPAX:
0.00%
Returns By Period
CGDG
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INPAX
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CGDG vs. INPAX - Expense Ratio Comparison
CGDG has a 0.47% expense ratio, which is higher than INPAX's 0.33% expense ratio.
Risk-Adjusted Performance
CGDG vs. INPAX — Risk-Adjusted Performance Rank
CGDG
INPAX
CGDG vs. INPAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group Dividend Growers ETF (CGDG) and American Funds Conservative Growth and Income Portfolio (INPAX). 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.
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Dividends
CGDG vs. INPAX - Dividend Comparison
CGDG's dividend yield for the trailing twelve months is around 2.09%, less than INPAX's 3.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGDG Capital Group Dividend Growers ETF | 2.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
INPAX American Funds Conservative Growth and Income Portfolio | 3.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CGDG vs. INPAX - Drawdown Comparison
The maximum CGDG drawdown since its inception was -0.60%, which is greater than INPAX's maximum drawdown of -0.07%. Use the drawdown chart below to compare losses from any high point for CGDG and INPAX. For additional features, visit the drawdowns tool.
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Volatility
CGDG vs. INPAX - Volatility Comparison
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