CWGIX vs. BLPAX
Compare and contrast key facts about American Funds Capital World Growth and Income Fund Class A (CWGIX) and American Funds Moderate Growth and Income Portfolio Class A (BLPAX).
CWGIX is managed by American Funds. It was launched on Mar 26, 1993. BLPAX is managed by American Funds. It was launched on May 18, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CWGIX or BLPAX.
Key characteristics
| CWGIX | BLPAX | |
|---|---|---|
| YTD Return | 16.67% | 13.67% |
| 1Y Return | 29.09% | 24.28% |
| 3Y Return (Ann) | 5.28% | 3.97% |
| 5Y Return (Ann) | 10.06% | 8.35% |
| 10Y Return (Ann) | 8.27% | 7.52% |
| Sharpe Ratio | 2.44 | 2.87 |
| Sortino Ratio | 3.33 | 4.11 |
| Omega Ratio | 1.45 | 1.55 |
| Calmar Ratio | 2.84 | 2.33 |
| Martin Ratio | 15.37 | 19.40 |
| Ulcer Index | 1.85% | 1.21% |
| Daily Std Dev | 11.66% | 8.17% |
| Max Drawdown | -53.59% | -23.21% |
| Current Drawdown | -0.45% | 0.00% |
Correlation
The correlation between CWGIX and BLPAX is 0.96, 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
CWGIX vs. BLPAX - Performance Comparison
In the year-to-date period, CWGIX achieves a 16.67% return, which is significantly higher than BLPAX's 13.67% return. Over the past 10 years, CWGIX has outperformed BLPAX with an annualized return of 8.27%, while BLPAX has yielded a comparatively lower 7.52% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CWGIX vs. BLPAX - Expense Ratio Comparison
CWGIX has a 0.75% expense ratio, which is higher than BLPAX's 0.66% expense ratio.
Risk-Adjusted Performance
CWGIX vs. BLPAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Capital World Growth and Income Fund Class A (CWGIX) and American Funds Moderate Growth and Income Portfolio Class A (BLPAX). 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
CWGIX vs. BLPAX - Dividend Comparison
CWGIX's dividend yield for the trailing twelve months is around 1.60%, less than BLPAX's 2.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CWGIX American Funds Capital World Growth and Income Fund Class A | 1.60% | 1.85% | 2.09% | 1.62% | 1.23% | 1.68% | 2.44% | 1.82% | 2.44% | 2.40% | 2.24% | 2.19% |
BLPAX American Funds Moderate Growth and Income Portfolio Class A | 2.11% | 2.25% | 2.14% | 1.43% | 1.75% | 1.89% | 2.08% | 1.52% | 1.65% | 1.56% | 2.86% | 1.68% |
Drawdowns
CWGIX vs. BLPAX - Drawdown Comparison
The maximum CWGIX drawdown since its inception was -53.59%, which is greater than BLPAX's maximum drawdown of -23.21%. Use the drawdown chart below to compare losses from any high point for CWGIX and BLPAX. For additional features, visit the drawdowns tool.
Volatility
CWGIX vs. BLPAX - Volatility Comparison
American Funds Capital World Growth and Income Fund Class A (CWGIX) has a higher volatility of 3.16% compared to American Funds Moderate Growth and Income Portfolio Class A (BLPAX) at 2.11%. This indicates that CWGIX's price experiences larger fluctuations and is considered to be riskier than BLPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.