INPAX vs. VASGX
Compare and contrast key facts about American Funds Conservative Growth and Income Portfolio (INPAX) and Vanguard LifeStrategy Growth Fund (VASGX).
INPAX is managed by American Funds. It was launched on May 17, 2012. VASGX is managed by Vanguard. It was launched on Sep 30, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INPAX or VASGX.
Key characteristics
| INPAX | VASGX | |
|---|---|---|
| YTD Return | 10.11% | 12.19% |
| 1Y Return | 17.00% | 20.40% |
| 3Y Return (Ann) | 4.52% | 4.20% |
| 5Y Return (Ann) | 6.49% | 9.18% |
| 10Y Return (Ann) | 5.96% | 7.91% |
| Sharpe Ratio | 2.61 | 1.99 |
| Daily Std Dev | 6.44% | 10.12% |
| Max Drawdown | -21.25% | -51.16% |
| Current Drawdown | -0.36% | -0.39% |
Correlation
The correlation between INPAX and VASGX 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
INPAX vs. VASGX - Performance Comparison
In the year-to-date period, INPAX achieves a 10.11% return, which is significantly lower than VASGX's 12.19% return. Over the past 10 years, INPAX has underperformed VASGX with an annualized return of 5.96%, while VASGX has yielded a comparatively higher 7.91% 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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INPAX vs. VASGX - Expense Ratio Comparison
INPAX has a 0.33% expense ratio, which is higher than VASGX's 0.14% expense ratio.
Risk-Adjusted Performance
INPAX vs. VASGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Conservative Growth and Income Portfolio (INPAX) and Vanguard LifeStrategy Growth Fund (VASGX). 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. VASGX - Dividend Comparison
INPAX's dividend yield for the trailing twelve months is around 4.56%, more than VASGX's 2.82% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INPAX American Funds Conservative Growth and Income Portfolio | 4.56% | 4.81% | 4.90% | 4.43% | 5.59% | 4.57% | 4.85% | 3.29% | 3.58% | 3.90% | 4.68% | 3.78% |
VASGX Vanguard LifeStrategy Growth Fund | 2.82% | 3.01% | 2.22% | 3.54% | 3.54% | 2.34% | 4.36% | 2.13% | 2.23% | 4.54% | 2.76% | 2.12% |
Drawdowns
INPAX vs. VASGX - Drawdown Comparison
The maximum INPAX drawdown since its inception was -21.25%, smaller than the maximum VASGX drawdown of -51.16%. Use the drawdown chart below to compare losses from any high point for INPAX and VASGX. For additional features, visit the drawdowns tool.
Volatility
INPAX vs. VASGX - Volatility Comparison
The current volatility for American Funds Conservative Growth and Income Portfolio (INPAX) is 1.62%, while Vanguard LifeStrategy Growth Fund (VASGX) has a volatility of 3.11%. This indicates that INPAX experiences smaller price fluctuations and is considered to be less risky than VASGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.