INPAX vs. RGAGX
Compare and contrast key facts about American Funds Conservative Growth and Income Portfolio (INPAX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
INPAX is managed by American Funds. It was launched on May 17, 2012. RGAGX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
INPAX vs. RGAGX - Performance Comparison
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INPAX vs. RGAGX - 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% |
RGAGX American Funds The Growth Fund of America Class R-6 | -7.99% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Returns By Period
In the year-to-date period, INPAX achieves a -0.71% return, which is significantly higher than RGAGX's -7.99% return. Over the past 10 years, INPAX has underperformed RGAGX with an annualized return of 6.85%, while RGAGX has yielded a comparatively higher 14.74% 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%
RGAGX
- 1D
- 3.55%
- 1M
- -6.32%
- YTD
- -7.99%
- 6M
- -7.03%
- 1Y
- 17.19%
- 3Y*
- 20.63%
- 5Y*
- 9.29%
- 10Y*
- 14.74%
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INPAX vs. RGAGX - Expense Ratio Comparison
INPAX has a 0.33% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Return for Risk
INPAX vs. RGAGX — Risk / Return Rank
INPAX
RGAGX
INPAX vs. RGAGX - 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 The Growth Fund of America Class R-6 (RGAGX). 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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.39 | 0.86 | +0.53 |
Sortino ratioReturn per unit of downside risk | 1.91 | 1.37 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.20 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 1.29 | +0.44 |
Martin ratioReturn relative to average drawdown | 7.40 | 4.90 | +2.50 |
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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 0.86 | +0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.46 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.75 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.88 | 0.80 | +0.08 |
Correlation
The correlation between INPAX and RGAGX is 0.80, 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. RGAGX - Dividend Comparison
INPAX's dividend yield for the trailing twelve months is around 4.91%, less than RGAGX's 11.95% 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% |
RGAGX American Funds The Growth Fund of America Class R-6 | 11.95% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Drawdowns
INPAX vs. RGAGX - Drawdown Comparison
The maximum INPAX drawdown since its inception was -21.25%, smaller than the maximum RGAGX drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for INPAX and RGAGX.
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Drawdown Indicators
| INPAX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.25% | -36.19% | +14.94% |
Max Drawdown (1Y)Largest decline over 1 year | -6.26% | -13.71% | +7.45% |
Max Drawdown (5Y)Largest decline over 5 years | -15.36% | -36.19% | +20.83% |
Max Drawdown (10Y)Largest decline over 10 years | -21.25% | -36.19% | +14.94% |
Current DrawdownCurrent decline from peak | -4.61% | -10.64% | +6.03% |
Average DrawdownAverage peak-to-trough decline | -2.32% | -5.53% | +3.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.46% | 3.62% | -2.16% |
Volatility
INPAX vs. RGAGX - Volatility Comparison
The current volatility for American Funds Conservative Growth and Income Portfolio (INPAX) is 3.10%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 6.74%. This indicates that INPAX experiences smaller price fluctuations and is considered to be less risky than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INPAX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.10% | 6.74% | -3.64% |
Volatility (6M)Calculated over the trailing 6-month period | 4.73% | 12.12% | -7.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.68% | 21.00% | -13.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.52% | 20.23% | -12.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.35% | 19.64% | -11.29% |