INPAX vs. ABALX
Compare and contrast key facts about American Funds Conservative Growth and Income Portfolio (INPAX) and American Funds American Balanced Fund Class A (ABALX).
INPAX is managed by American Funds. It was launched on May 17, 2012. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
INPAX vs. ABALX - Performance Comparison
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INPAX vs. ABALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
INPAX American Funds Conservative Growth and Income Portfolio | -0.71% | 13.33% | 9.26% | 9.53% | -8.71% | 12.96% | 5.72% | 15.82% | -3.60% | 11.57% |
ABALX American Funds American Balanced Fund Class A | -1.12% | 18.45% | 14.63% | 13.65% | -12.13% | 15.75% | 10.85% | 18.60% | -3.35% | 14.69% |
Returns By Period
In the year-to-date period, INPAX achieves a -0.71% return, which is significantly higher than ABALX's -1.12% return. Over the past 10 years, INPAX has underperformed ABALX with an annualized return of 6.85%, while ABALX has yielded a comparatively higher 9.17% annualized return.
INPAX
- 1D
- 1.22%
- 1M
- -4.22%
- YTD
- -0.71%
- 6M
- 1.00%
- 1Y
- 10.26%
- 3Y*
- 9.70%
- 5Y*
- 5.86%
- 10Y*
- 6.85%
ABALX
- 1D
- 1.79%
- 1M
- -4.88%
- YTD
- -1.12%
- 6M
- 2.08%
- 1Y
- 16.95%
- 3Y*
- 14.07%
- 5Y*
- 8.20%
- 10Y*
- 9.17%
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INPAX vs. ABALX - Expense Ratio Comparison
INPAX has a 0.33% expense ratio, which is lower than ABALX's 0.56% expense ratio.
Return for Risk
INPAX vs. ABALX — Risk / Return Rank
INPAX
ABALX
INPAX vs. ABALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Conservative Growth and Income Portfolio (INPAX) and American Funds American Balanced Fund Class A (ABALX). 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.
| INPAX | ABALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.39 | 1.56 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.91 | 2.28 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.32 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 2.43 | -0.70 |
Martin ratioReturn relative to average drawdown | 7.40 | 10.15 | -2.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| INPAX | ABALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 1.56 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.79 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.87 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.88 | 0.79 | +0.09 |
Correlation
The correlation between INPAX and ABALX is 0.93, 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.
Dividends
INPAX vs. ABALX - Dividend Comparison
INPAX's dividend yield for the trailing twelve months is around 4.91%, less than ABALX's 8.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INPAX American Funds Conservative Growth and Income Portfolio | 4.91% | 4.87% | 5.21% | 4.82% | 4.90% | 4.43% | 5.59% | 4.57% | 4.85% | 3.29% | 3.58% | 3.90% |
ABALX American Funds American Balanced Fund Class A | 8.39% | 8.27% | 6.87% | 2.05% | 2.30% | 4.30% | 4.35% | 3.49% | 5.49% | 4.72% | 4.24% | 5.60% |
Drawdowns
INPAX vs. ABALX - Drawdown Comparison
The maximum INPAX drawdown since its inception was -21.25%, smaller than the maximum ABALX drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for INPAX and ABALX.
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Drawdown Indicators
| INPAX | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.25% | -40.20% | +18.95% |
Max Drawdown (1Y)Largest decline over 1 year | -6.26% | -7.33% | +1.07% |
Max Drawdown (5Y)Largest decline over 5 years | -15.36% | -18.76% | +3.40% |
Max Drawdown (10Y)Largest decline over 10 years | -21.25% | -22.34% | +1.09% |
Current DrawdownCurrent decline from peak | -4.61% | -5.37% | +0.76% |
Average DrawdownAverage peak-to-trough decline | -2.32% | -3.86% | +1.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.46% | 1.76% | -0.30% |
Volatility
INPAX vs. ABALX - Volatility Comparison
The current volatility for American Funds Conservative Growth and Income Portfolio (INPAX) is 3.10%, while American Funds American Balanced Fund Class A (ABALX) has a volatility of 3.89%. This indicates that INPAX experiences smaller price fluctuations and is considered to be less risky than ABALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INPAX | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.10% | 3.89% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 4.73% | 6.96% | -2.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.68% | 11.22% | -3.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.52% | 10.45% | -2.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.35% | 10.63% | -2.28% |