GSBFX vs. INPFX
Compare and contrast key facts about Goldman Sachs Income Builder Fund (GSBFX) and American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX).
GSBFX is managed by Goldman Sachs. It was launched on Oct 11, 1994. 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: GSBFX or INPFX.
Correlation
The correlation between GSBFX and INPFX is 0.92, 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
GSBFX vs. INPFX - Performance Comparison
Key characteristics
GSBFX:
1.64
INPFX:
1.77
GSBFX:
2.25
INPFX:
2.42
GSBFX:
1.30
INPFX:
1.33
GSBFX:
2.16
INPFX:
3.22
GSBFX:
9.58
INPFX:
10.83
GSBFX:
0.97%
INPFX:
0.96%
GSBFX:
5.69%
INPFX:
5.88%
GSBFX:
-41.29%
INPFX:
-21.31%
GSBFX:
-3.36%
INPFX:
-2.25%
Returns By Period
In the year-to-date period, GSBFX achieves a 8.13% return, which is significantly lower than INPFX's 9.18% return. Over the past 10 years, GSBFX has underperformed INPFX with an annualized return of 4.98%, while INPFX has yielded a comparatively higher 5.73% annualized return.
GSBFX
8.13%
-2.05%
3.64%
8.86%
4.82%
4.98%
INPFX
9.18%
-0.59%
4.49%
9.88%
5.46%
5.73%
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GSBFX vs. INPFX - Expense Ratio Comparison
GSBFX has a 0.79% expense ratio, which is higher than INPFX's 0.66% expense ratio.
Risk-Adjusted Performance
GSBFX vs. INPFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Income Builder Fund (GSBFX) 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
GSBFX vs. INPFX - Dividend Comparison
GSBFX's dividend yield for the trailing twelve months is around 3.77%, which matches INPFX's 3.79% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSBFX Goldman Sachs Income Builder Fund | 3.41% | 4.09% | 4.10% | 3.12% | 3.05% | 3.53% | 3.99% | 3.53% | 3.78% | 4.33% | 4.07% | 3.65% |
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | 3.79% | 3.86% | 3.37% | 2.59% | 3.48% | 3.24% | 3.32% | 2.81% | 3.11% | 3.39% | 4.63% | 3.71% |
Drawdowns
GSBFX vs. INPFX - Drawdown Comparison
The maximum GSBFX drawdown since its inception was -41.29%, which is greater than INPFX's maximum drawdown of -21.31%. Use the drawdown chart below to compare losses from any high point for GSBFX and INPFX. For additional features, visit the drawdowns tool.
Volatility
GSBFX vs. INPFX - Volatility Comparison
Goldman Sachs Income Builder Fund (GSBFX) and American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) have volatilities of 2.05% and 2.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.