GAIOX vs. BLPAX
Compare and contrast key facts about American Funds Growth and Income Portfolio (GAIOX) and American Funds Moderate Growth and Income Portfolio Class A (BLPAX).
GAIOX is managed by American Funds. It was launched on May 18, 2012. 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: GAIOX or BLPAX.
Key characteristics
| GAIOX | BLPAX | |
|---|---|---|
| YTD Return | 16.74% | 13.55% |
| 1Y Return | 28.09% | 23.36% |
| 3Y Return (Ann) | 5.37% | 3.95% |
| 5Y Return (Ann) | 10.71% | 8.33% |
| 10Y Return (Ann) | 8.87% | 7.53% |
| Sharpe Ratio | 2.98 | 2.88 |
| Sortino Ratio | 4.16 | 4.11 |
| Omega Ratio | 1.56 | 1.55 |
| Calmar Ratio | 2.92 | 2.34 |
| Martin Ratio | 20.70 | 19.41 |
| Ulcer Index | 1.36% | 1.21% |
| Daily Std Dev | 9.46% | 8.17% |
| Max Drawdown | -26.85% | -23.21% |
| Current Drawdown | 0.00% | -0.11% |
Correlation
The correlation between GAIOX and BLPAX is 0.98, 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
GAIOX vs. BLPAX - Performance Comparison
In the year-to-date period, GAIOX achieves a 16.74% return, which is significantly higher than BLPAX's 13.55% return. Over the past 10 years, GAIOX has outperformed BLPAX with an annualized return of 8.87%, while BLPAX has yielded a comparatively lower 7.53% 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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GAIOX vs. BLPAX - Expense Ratio Comparison
Both GAIOX and BLPAX have an expense ratio of 0.66%.
Risk-Adjusted Performance
GAIOX vs. BLPAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth and Income Portfolio (GAIOX) 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
GAIOX vs. BLPAX - Dividend Comparison
GAIOX's dividend yield for the trailing twelve months is around 1.78%, less than BLPAX's 2.12% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GAIOX American Funds Growth and Income Portfolio | 1.78% | 2.03% | 2.07% | 1.28% | 1.59% | 6.25% | 2.10% | 1.68% | 1.95% | 1.87% | 4.60% | 2.81% |
BLPAX American Funds Moderate Growth and Income Portfolio Class A | 2.12% | 2.25% | 2.14% | 1.43% | 1.75% | 1.89% | 2.08% | 1.52% | 1.65% | 1.56% | 2.86% | 1.68% |
Drawdowns
GAIOX vs. BLPAX - Drawdown Comparison
The maximum GAIOX drawdown since its inception was -26.85%, which is greater than BLPAX's maximum drawdown of -23.21%. Use the drawdown chart below to compare losses from any high point for GAIOX and BLPAX. For additional features, visit the drawdowns tool.
Volatility
GAIOX vs. BLPAX - Volatility Comparison
American Funds Growth and Income Portfolio (GAIOX) has a higher volatility of 2.56% compared to American Funds Moderate Growth and Income Portfolio Class A (BLPAX) at 2.12%. This indicates that GAIOX'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.