EKSAX vs. INPFX
Compare and contrast key facts about Allspring Diversified Income Builder Fund (EKSAX) and American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX).
EKSAX is managed by Allspring Global Investments. It was launched on Apr 13, 1987. INPFX 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: EKSAX or INPFX.
Key characteristics
| EKSAX | INPFX | |
|---|---|---|
| YTD Return | 11.20% | 10.39% |
| 1Y Return | 18.16% | 18.77% |
| 3Y Return (Ann) | 2.17% | 3.85% |
| 5Y Return (Ann) | 4.26% | 6.20% |
| 10Y Return (Ann) | 3.28% | 5.86% |
| Sharpe Ratio | 3.48 | 3.18 |
| Sortino Ratio | 5.14 | 4.65 |
| Omega Ratio | 1.76 | 1.64 |
| Calmar Ratio | 1.74 | 2.59 |
| Martin Ratio | 24.77 | 21.34 |
| Ulcer Index | 0.73% | 0.88% |
| Daily Std Dev | 5.21% | 5.93% |
| Max Drawdown | -37.26% | -21.31% |
| Current Drawdown | -0.49% | -0.95% |
Correlation
The correlation between EKSAX and INPFX is 0.82, 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
EKSAX vs. INPFX - Performance Comparison
In the year-to-date period, EKSAX achieves a 11.20% return, which is significantly higher than INPFX's 10.39% return. Over the past 10 years, EKSAX has underperformed INPFX with an annualized return of 3.28%, while INPFX has yielded a comparatively higher 5.86% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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EKSAX vs. INPFX - Expense Ratio Comparison
EKSAX has a 0.85% expense ratio, which is higher than INPFX's 0.66% expense ratio.
Risk-Adjusted Performance
EKSAX vs. INPFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Diversified Income Builder Fund (EKSAX) and American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX). 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
EKSAX vs. INPFX - Dividend Comparison
EKSAX's dividend yield for the trailing twelve months is around 5.42%, more than INPFX's 3.75% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EKSAX Allspring Diversified Income Builder Fund | 5.42% | 5.10% | 3.97% | 3.39% | 2.96% | 3.95% | 3.68% | 3.33% | 3.45% | 3.70% | 3.69% | 3.97% |
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | 3.75% | 3.86% | 3.37% | 2.59% | 3.48% | 3.24% | 3.32% | 2.81% | 3.11% | 3.39% | 4.63% | 3.71% |
Drawdowns
EKSAX vs. INPFX - Drawdown Comparison
The maximum EKSAX drawdown since its inception was -37.26%, which is greater than INPFX's maximum drawdown of -21.31%. Use the drawdown chart below to compare losses from any high point for EKSAX and INPFX. For additional features, visit the drawdowns tool.
Volatility
EKSAX vs. INPFX - Volatility Comparison
The current volatility for Allspring Diversified Income Builder Fund (EKSAX) is 1.28%, while American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) has a volatility of 1.55%. This indicates that EKSAX experiences smaller price fluctuations and is considered to be less risky than INPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.