INPAX vs. AMCPX
Compare and contrast key facts about American Funds Conservative Growth and Income Portfolio (INPAX) and American Funds AMCAP Fund Class A (AMCPX).
INPAX is managed by American Funds. It was launched on May 17, 2012. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Performance
INPAX vs. AMCPX - Performance Comparison
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INPAX vs. AMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
INPAX American Funds Conservative Growth and Income Portfolio | -1.90% | 13.33% | 9.26% | 9.53% | -8.71% | 12.96% | 5.72% | 15.82% | -3.60% | 11.57% |
AMCPX American Funds AMCAP Fund Class A | -11.82% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
Returns By Period
In the year-to-date period, INPAX achieves a -1.90% return, which is significantly higher than AMCPX's -11.82% return. Over the past 10 years, INPAX has underperformed AMCPX with an annualized return of 6.72%, while AMCPX has yielded a comparatively higher 10.59% annualized return.
INPAX
- 1D
- 0.14%
- 1M
- -5.76%
- YTD
- -1.90%
- 6M
- 0.13%
- 1Y
- 9.26%
- 3Y*
- 9.26%
- 5Y*
- 5.72%
- 10Y*
- 6.72%
AMCPX
- 1D
- -0.37%
- 1M
- -10.12%
- YTD
- -11.82%
- 6M
- -9.34%
- 1Y
- 11.06%
- 3Y*
- 14.39%
- 5Y*
- 6.22%
- 10Y*
- 10.59%
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INPAX vs. AMCPX - Expense Ratio Comparison
INPAX has a 0.33% expense ratio, which is lower than AMCPX's 0.65% expense ratio.
Return for Risk
INPAX vs. AMCPX — Risk / Return Rank
INPAX
AMCPX
INPAX vs. AMCPX - 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 AMCAP Fund Class A (AMCPX). 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 | AMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.56 | +0.70 |
Sortino ratioReturn per unit of downside risk | 1.73 | 0.94 | +0.78 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.13 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 0.59 | +0.85 |
Martin ratioReturn relative to average drawdown | 6.28 | 2.42 | +3.86 |
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 | AMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.56 | +0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.33 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.57 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.87 | 0.57 | +0.30 |
Correlation
The correlation between INPAX and AMCPX is 0.83, 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. AMCPX - Dividend Comparison
INPAX's dividend yield for the trailing twelve months is around 4.97%, less than AMCPX's 9.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INPAX American Funds Conservative Growth and Income Portfolio | 4.97% | 4.87% | 5.21% | 4.82% | 4.90% | 4.43% | 5.59% | 4.57% | 4.85% | 3.29% | 3.58% | 3.90% |
AMCPX American Funds AMCAP Fund Class A | 9.90% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
Drawdowns
INPAX vs. AMCPX - Drawdown Comparison
The maximum INPAX drawdown since its inception was -21.25%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for INPAX and AMCPX.
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Drawdown Indicators
| INPAX | AMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.25% | -62.37% | +41.12% |
Max Drawdown (1Y)Largest decline over 1 year | -6.26% | -14.18% | +7.92% |
Max Drawdown (5Y)Largest decline over 5 years | -15.36% | -36.90% | +21.54% |
Max Drawdown (10Y)Largest decline over 10 years | -21.25% | -36.90% | +15.65% |
Current DrawdownCurrent decline from peak | -5.76% | -14.18% | +8.42% |
Average DrawdownAverage peak-to-trough decline | -2.32% | -9.60% | +7.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.44% | 3.47% | -2.03% |
Volatility
INPAX vs. AMCPX - Volatility Comparison
The current volatility for American Funds Conservative Growth and Income Portfolio (INPAX) is 2.72%, while American Funds AMCAP Fund Class A (AMCPX) has a volatility of 5.26%. This indicates that INPAX experiences smaller price fluctuations and is considered to be less risky than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INPAX | AMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.72% | 5.26% | -2.54% |
Volatility (6M)Calculated over the trailing 6-month period | 4.58% | 11.06% | -6.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.60% | 19.60% | -12.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.50% | 19.12% | -11.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.34% | 18.63% | -10.29% |