INPFX vs. ABALX
Compare and contrast key facts about American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) and American Funds American Balanced Fund Class A (ABALX).
INPFX is managed by American Funds. It was launched on May 18, 2012. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
INPFX vs. ABALX - Performance Comparison
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INPFX vs. ABALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | -1.32% | 14.29% | 9.20% | 9.46% | -8.74% | 12.90% | 5.67% | 15.76% | -3.57% | 11.43% |
ABALX American Funds American Balanced Fund Class A | -2.86% | 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, INPFX achieves a -1.32% return, which is significantly higher than ABALX's -2.86% return. Over the past 10 years, INPFX has underperformed ABALX with an annualized return of 6.84%, while ABALX has yielded a comparatively higher 8.98% annualized return.
INPFX
- 1D
- 0.07%
- 1M
- -5.13%
- YTD
- -1.32%
- 6M
- 0.78%
- 1Y
- 9.95%
- 3Y*
- 9.75%
- 5Y*
- 5.98%
- 10Y*
- 6.84%
ABALX
- 1D
- -0.14%
- 1M
- -6.82%
- YTD
- -2.86%
- 6M
- 0.85%
- 1Y
- 15.33%
- 3Y*
- 13.40%
- 5Y*
- 8.00%
- 10Y*
- 8.98%
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INPFX vs. ABALX - Expense Ratio Comparison
INPFX has a 0.66% expense ratio, which is higher than ABALX's 0.56% expense ratio.
Return for Risk
INPFX vs. ABALX — Risk / Return Rank
INPFX
ABALX
INPFX vs. ABALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) 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.
| INPFX | ABALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.43 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.89 | 2.09 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.29 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 2.00 | -0.45 |
Martin ratioReturn relative to average drawdown | 6.91 | 8.51 | -1.61 |
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
| INPFX | ABALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.43 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.77 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.85 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.88 | 0.79 | +0.09 |
Correlation
The correlation between INPFX 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
INPFX vs. ABALX - Dividend Comparison
INPFX's dividend yield for the trailing twelve months is around 5.61%, less than ABALX's 8.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | 5.61% | 5.61% | 5.15% | 4.76% | 4.84% | 4.38% | 5.54% | 4.53% | 4.79% | 3.25% | 3.53% | 3.85% |
ABALX American Funds American Balanced Fund Class A | 8.54% | 8.27% | 6.87% | 2.05% | 2.30% | 4.30% | 4.35% | 3.49% | 5.49% | 4.72% | 4.24% | 5.60% |
Drawdowns
INPFX vs. ABALX - Drawdown Comparison
The maximum INPFX drawdown since its inception was -21.31%, smaller than the maximum ABALX drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for INPFX and ABALX.
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Drawdown Indicators
| INPFX | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.31% | -40.20% | +18.89% |
Max Drawdown (1Y)Largest decline over 1 year | -6.25% | -7.33% | +1.08% |
Max Drawdown (5Y)Largest decline over 5 years | -15.37% | -18.76% | +3.39% |
Max Drawdown (10Y)Largest decline over 10 years | -21.31% | -22.34% | +1.03% |
Current DrawdownCurrent decline from peak | -5.13% | -7.03% | +1.90% |
Average DrawdownAverage peak-to-trough decline | -2.32% | -3.86% | +1.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.40% | 1.73% | -0.33% |
Volatility
INPFX vs. ABALX - Volatility Comparison
The current volatility for American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) is 2.46%, while American Funds American Balanced Fund Class A (ABALX) has a volatility of 3.26%. This indicates that INPFX 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
| INPFX | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.46% | 3.26% | -0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 4.38% | 6.74% | -2.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.55% | 11.11% | -3.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.48% | 10.42% | -2.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.34% | 10.61% | -2.27% |