INPAX vs. CAIBX
Compare and contrast key facts about American Funds Conservative Growth and Income Portfolio (INPAX) and American Funds Capital Income Builder Class A (CAIBX).
INPAX is managed by American Funds. It was launched on May 17, 2012. CAIBX is managed by American Funds. It was launched on Jul 30, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INPAX or CAIBX.
Performance
INPAX vs. CAIBX - Performance Comparison
Returns By Period
In the year-to-date period, INPAX achieves a 10.61% return, which is significantly lower than CAIBX's 11.94% return. Over the past 10 years, INPAX has outperformed CAIBX with an annualized return of 5.86%, while CAIBX has yielded a comparatively lower 5.53% annualized return.
INPAX
10.61%
0.15%
6.83%
16.41%
6.27%
5.86%
CAIBX
11.94%
-0.75%
7.64%
18.35%
6.72%
5.53%
Key characteristics
| INPAX | CAIBX | |
|---|---|---|
| Sharpe Ratio | 2.83 | 2.39 |
| Sortino Ratio | 4.06 | 3.34 |
| Omega Ratio | 1.55 | 1.45 |
| Calmar Ratio | 3.25 | 3.47 |
| Martin Ratio | 18.10 | 15.07 |
| Ulcer Index | 0.91% | 1.22% |
| Daily Std Dev | 5.79% | 7.67% |
| Max Drawdown | -21.25% | -42.73% |
| Current Drawdown | -0.80% | -1.78% |
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INPAX vs. CAIBX - Expense Ratio Comparison
INPAX has a 0.33% expense ratio, which is lower than CAIBX's 0.59% expense ratio.
Correlation
The correlation between INPAX and CAIBX is 0.95, 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.
Risk-Adjusted Performance
INPAX vs. CAIBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Conservative Growth and Income Portfolio (INPAX) and American Funds Capital Income Builder Class A (CAIBX). 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
INPAX vs. CAIBX - Dividend Comparison
INPAX's dividend yield for the trailing twelve months is around 3.80%, more than CAIBX's 3.12% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INPAX American Funds Conservative Growth and Income Portfolio | 3.80% | 3.91% | 3.41% | 2.64% | 3.52% | 3.28% | 3.36% | 2.84% | 3.17% | 3.44% | 4.68% | 3.78% |
CAIBX American Funds Capital Income Builder Class A | 3.12% | 3.36% | 3.43% | 3.14% | 3.38% | 3.29% | 3.80% | 3.41% | 3.52% | 3.60% | 4.63% | 3.30% |
Drawdowns
INPAX vs. CAIBX - Drawdown Comparison
The maximum INPAX drawdown since its inception was -21.25%, smaller than the maximum CAIBX drawdown of -42.73%. Use the drawdown chart below to compare losses from any high point for INPAX and CAIBX. For additional features, visit the drawdowns tool.
Volatility
INPAX vs. CAIBX - Volatility Comparison
The current volatility for American Funds Conservative Growth and Income Portfolio (INPAX) is 1.54%, while American Funds Capital Income Builder Class A (CAIBX) has a volatility of 2.01%. This indicates that INPAX experiences smaller price fluctuations and is considered to be less risky than CAIBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.