CPPAX vs. VTSAX
Compare and contrast key facts about American Funds Preservation Portfolio (CPPAX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
CPPAX is managed by American Funds. It was launched on May 18, 2012. VTSAX 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: CPPAX or VTSAX.
Correlation
The correlation between CPPAX and VTSAX is -0.07. 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
CPPAX vs. VTSAX - Performance Comparison
Key characteristics
CPPAX:
1.94
VTSAX:
1.77
CPPAX:
2.96
VTSAX:
2.39
CPPAX:
1.39
VTSAX:
1.32
CPPAX:
1.31
VTSAX:
2.68
CPPAX:
7.04
VTSAX:
10.60
CPPAX:
0.70%
VTSAX:
2.17%
CPPAX:
2.53%
VTSAX:
12.98%
CPPAX:
-8.68%
VTSAX:
-55.34%
CPPAX:
-0.30%
VTSAX:
-0.53%
Returns By Period
In the year-to-date period, CPPAX achieves a 0.75% return, which is significantly lower than VTSAX's 4.06% return. Over the past 10 years, CPPAX has underperformed VTSAX with an annualized return of 1.41%, while VTSAX has yielded a comparatively higher 12.62% annualized return.
CPPAX
0.75%
0.53%
1.09%
4.80%
1.22%
1.41%
VTSAX
4.06%
0.80%
10.70%
23.75%
13.91%
12.62%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CPPAX vs. VTSAX - Expense Ratio Comparison
CPPAX has a 0.61% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
CPPAX vs. VTSAX — Risk-Adjusted Performance Rank
CPPAX
VTSAX
CPPAX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Preservation Portfolio (CPPAX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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
CPPAX vs. VTSAX - Dividend Comparison
CPPAX's dividend yield for the trailing twelve months is around 4.03%, more than VTSAX's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPPAX American Funds Preservation Portfolio | 4.03% | 4.04% | 3.25% | 2.02% | 0.85% | 2.25% | 1.92% | 1.58% | 1.08% | 1.21% | 1.28% | 1.15% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.21% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
CPPAX vs. VTSAX - Drawdown Comparison
The maximum CPPAX drawdown since its inception was -8.68%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for CPPAX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
CPPAX vs. VTSAX - Volatility Comparison
The current volatility for American Funds Preservation Portfolio (CPPAX) is 0.69%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 2.99%. This indicates that CPPAX experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.