CGNAX vs. VFIAX
Compare and contrast key facts about American Funds Growth and Income Portfolio (CGNAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
CGNAX is managed by American Funds. It was launched on May 17, 2012. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGNAX or VFIAX.
Correlation
The correlation between CGNAX and VFIAX is 0.94, 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
CGNAX vs. VFIAX - Performance Comparison
Key characteristics
CGNAX:
1.47
VFIAX:
1.96
CGNAX:
1.94
VFIAX:
2.63
CGNAX:
1.28
VFIAX:
1.36
CGNAX:
2.17
VFIAX:
2.97
CGNAX:
7.63
VFIAX:
12.30
CGNAX:
1.99%
VFIAX:
2.04%
CGNAX:
10.30%
VFIAX:
12.79%
CGNAX:
-26.87%
VFIAX:
-55.20%
CGNAX:
-1.33%
VFIAX:
0.00%
Returns By Period
In the year-to-date period, CGNAX achieves a 4.62% return, which is significantly higher than VFIAX's 4.11% return. Over the past 10 years, CGNAX has underperformed VFIAX with an annualized return of 5.64%, while VFIAX has yielded a comparatively higher 13.24% annualized return.
CGNAX
4.62%
2.79%
3.73%
13.63%
6.45%
5.64%
VFIAX
4.11%
2.06%
9.70%
23.74%
14.32%
13.24%
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CGNAX vs. VFIAX - Expense Ratio Comparison
CGNAX has a 0.36% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
CGNAX vs. VFIAX — Risk-Adjusted Performance Rank
CGNAX
VFIAX
CGNAX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth and Income Portfolio (CGNAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
CGNAX vs. VFIAX - Dividend Comparison
CGNAX's dividend yield for the trailing twelve months is around 1.76%, more than VFIAX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGNAX American Funds Growth and Income Portfolio | 1.76% | 1.84% | 1.99% | 2.04% | 1.27% | 1.90% | 1.94% | 2.06% | 1.63% | 1.86% | 1.78% | 4.49% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.19% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CGNAX vs. VFIAX - Drawdown Comparison
The maximum CGNAX drawdown since its inception was -26.87%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for CGNAX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
CGNAX vs. VFIAX - Volatility Comparison
The current volatility for American Funds Growth and Income Portfolio (CGNAX) is 2.50%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 3.21%. This indicates that CGNAX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.