INPFX vs. ANWPX
Compare and contrast key facts about American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) and American Funds New Perspective Fund Class A (ANWPX).
INPFX is managed by American Funds. It was launched on May 18, 2012. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
INPFX vs. ANWPX - Performance Comparison
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INPFX vs. ANWPX - 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% |
ANWPX American Funds New Perspective Fund Class A | -8.14% | 21.33% | 16.76% | 24.63% | -25.92% | 17.64% | 33.42% | 30.10% | -5.99% | 28.91% |
Returns By Period
In the year-to-date period, INPFX achieves a -1.32% return, which is significantly higher than ANWPX's -8.14% return. Over the past 10 years, INPFX has underperformed ANWPX with an annualized return of 6.84%, while ANWPX has yielded a comparatively higher 11.98% 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%
ANWPX
- 1D
- -0.18%
- 1M
- -10.49%
- YTD
- -8.14%
- 6M
- -5.86%
- 1Y
- 13.67%
- 3Y*
- 13.74%
- 5Y*
- 6.70%
- 10Y*
- 11.98%
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INPFX vs. ANWPX - Expense Ratio Comparison
INPFX has a 0.66% expense ratio, which is lower than ANWPX's 0.72% expense ratio.
Return for Risk
INPFX vs. ANWPX — Risk / Return Rank
INPFX
ANWPX
INPFX vs. ANWPX - 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 New Perspective Fund Class A (ANWPX). 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 | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 0.79 | +0.57 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.23 | +0.65 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.17 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 0.94 | +0.61 |
Martin ratioReturn relative to average drawdown | 6.91 | 3.90 | +3.01 |
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 | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 0.79 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.39 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.68 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.88 | 0.65 | +0.23 |
Correlation
The correlation between INPFX and ANWPX is 0.85, 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. ANWPX - Dividend Comparison
INPFX's dividend yield for the trailing twelve months is around 5.61%, less than ANWPX's 7.16% 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% |
ANWPX American Funds New Perspective Fund Class A | 7.16% | 6.57% | 5.13% | 5.36% | 4.16% | 7.01% | 4.13% | 3.67% | 7.59% | 5.50% | 3.86% | 6.14% |
Drawdowns
INPFX vs. ANWPX - Drawdown Comparison
The maximum INPFX drawdown since its inception was -21.31%, smaller than the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for INPFX and ANWPX.
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Drawdown Indicators
| INPFX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.31% | -52.34% | +31.03% |
Max Drawdown (1Y)Largest decline over 1 year | -6.25% | -11.75% | +5.50% |
Max Drawdown (5Y)Largest decline over 5 years | -15.37% | -34.45% | +19.08% |
Max Drawdown (10Y)Largest decline over 10 years | -21.31% | -34.45% | +13.14% |
Current DrawdownCurrent decline from peak | -5.13% | -11.48% | +6.35% |
Average DrawdownAverage peak-to-trough decline | -2.32% | -8.13% | +5.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.40% | 2.84% | -1.44% |
Volatility
INPFX vs. ANWPX - Volatility Comparison
The current volatility for American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) is 2.46%, while American Funds New Perspective Fund Class A (ANWPX) has a volatility of 5.13%. This indicates that INPFX experiences smaller price fluctuations and is considered to be less risky than ANWPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INPFX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.46% | 5.13% | -2.67% |
Volatility (6M)Calculated over the trailing 6-month period | 4.38% | 9.85% | -5.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.55% | 16.78% | -9.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.48% | 17.09% | -9.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.34% | 17.74% | -9.40% |