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.
Key characteristics
| GSBFX | INPFX | |
|---|---|---|
| YTD Return | 10.21% | 10.80% |
| 1Y Return | 20.17% | 19.90% |
| 3Y Return (Ann) | 4.22% | 4.83% |
| 5Y Return (Ann) | 6.64% | 6.68% |
| 10Y Return (Ann) | 5.78% | 6.29% |
| Sharpe Ratio | 3.40 | 3.32 |
| Sortino Ratio | 5.11 | 4.90 |
| Omega Ratio | 1.69 | 1.67 |
| Calmar Ratio | 1.96 | 2.03 |
| Martin Ratio | 23.30 | 21.85 |
| Ulcer Index | 0.90% | 0.94% |
| Daily Std Dev | 6.20% | 6.21% |
| Max Drawdown | -37.68% | -21.31% |
| Current Drawdown | -0.69% | -0.44% |
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
In the year-to-date period, GSBFX achieves a 10.21% return, which is significantly lower than INPFX's 10.80% return. Over the past 10 years, GSBFX has underperformed INPFX with an annualized return of 5.78%, while INPFX has yielded a comparatively higher 6.29% 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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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 3.93%, less than INPFX's 4.57% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSBFX Goldman Sachs Income Builder Fund | 3.93% | 4.09% | 4.10% | 6.66% | 3.05% | 3.52% | 3.98% | 3.52% | 3.78% | 4.33% | 4.35% | 4.59% |
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | 4.57% | 4.76% | 4.84% | 4.38% | 5.54% | 4.53% | 4.79% | 3.25% | 3.53% | 3.85% | 4.63% | 3.71% |
Drawdowns
GSBFX vs. INPFX - Drawdown Comparison
The maximum GSBFX drawdown since its inception was -37.68%, 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
The current volatility for Goldman Sachs Income Builder Fund (GSBFX) is 1.17%, while American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) has a volatility of 1.28%. This indicates that GSBFX 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.