CGIAX vs. NDARX
Compare and contrast key facts about American Funds International Growth and Income Fund (CGIAX) and American Funds Retirement Income Portfolio - Enhanced (NDARX).
CGIAX is managed by American Funds. It was launched on Oct 1, 2008. NDARX is managed by American Funds. It was launched on Aug 27, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGIAX or NDARX.
Correlation
The correlation between CGIAX and NDARX is 0.87, 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.
Performance
CGIAX vs. NDARX - Performance Comparison
Key characteristics
CGIAX:
0.92
NDARX:
2.24
CGIAX:
1.32
NDARX:
3.06
CGIAX:
1.17
NDARX:
1.42
CGIAX:
0.97
NDARX:
3.49
CGIAX:
2.78
NDARX:
13.78
CGIAX:
3.92%
NDARX:
1.20%
CGIAX:
11.87%
NDARX:
7.41%
CGIAX:
-35.79%
NDARX:
-23.62%
CGIAX:
-2.18%
NDARX:
-0.07%
Returns By Period
In the year-to-date period, CGIAX achieves a 7.15% return, which is significantly higher than NDARX's 4.24% return.
CGIAX
7.15%
6.85%
2.24%
9.15%
3.80%
4.06%
NDARX
4.24%
3.56%
6.03%
15.01%
5.95%
N/A
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CGIAX vs. NDARX - Expense Ratio Comparison
CGIAX has a 0.93% expense ratio, which is higher than NDARX's 0.34% expense ratio.
Risk-Adjusted Performance
CGIAX vs. NDARX — Risk-Adjusted Performance Rank
CGIAX
NDARX
CGIAX vs. NDARX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds International Growth and Income Fund (CGIAX) and American Funds Retirement Income Portfolio - Enhanced (NDARX). 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.
Dividends
CGIAX vs. NDARX - Dividend Comparison
CGIAX's dividend yield for the trailing twelve months is around 2.42%, less than NDARX's 2.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGIAX American Funds International Growth and Income Fund | 2.42% | 2.59% | 2.27% | 2.82% | 2.51% | 1.35% | 2.35% | 2.74% | 1.80% | 2.29% | 3.18% | 7.10% |
NDARX American Funds Retirement Income Portfolio - Enhanced | 2.91% | 3.03% | 3.03% | 2.93% | 2.25% | 2.59% | 2.61% | 2.88% | 2.39% | 2.50% | 0.71% | 0.00% |
Drawdowns
CGIAX vs. NDARX - Drawdown Comparison
The maximum CGIAX drawdown since its inception was -35.79%, which is greater than NDARX's maximum drawdown of -23.62%. Use the drawdown chart below to compare losses from any high point for CGIAX and NDARX. For additional features, visit the drawdowns tool.
Volatility
CGIAX vs. NDARX - Volatility Comparison
American Funds International Growth and Income Fund (CGIAX) has a higher volatility of 3.12% compared to American Funds Retirement Income Portfolio - Enhanced (NDARX) at 1.93%. This indicates that CGIAX's price experiences larger fluctuations and is considered to be riskier than NDARX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.