INPFX vs. AOM
Compare and contrast key facts about American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) and iShares Core Moderate Allocation ETF (AOM).
INPFX is managed by American Funds. It was launched on May 18, 2012. AOM is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Moderate. It was launched on Nov 4, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INPFX or AOM.
Correlation
The correlation between INPFX and AOM is 0.87, 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
INPFX vs. AOM - Performance Comparison
Key characteristics
INPFX:
1.77
AOM:
1.47
INPFX:
2.42
AOM:
2.09
INPFX:
1.33
AOM:
1.27
INPFX:
3.22
AOM:
1.56
INPFX:
10.83
AOM:
8.56
INPFX:
0.96%
AOM:
1.09%
INPFX:
5.88%
AOM:
6.30%
INPFX:
-21.31%
AOM:
-19.96%
INPFX:
-2.25%
AOM:
-2.22%
Returns By Period
In the year-to-date period, INPFX achieves a 9.18% return, which is significantly higher than AOM's 8.17% return. Over the past 10 years, INPFX has outperformed AOM with an annualized return of 5.73%, while AOM has yielded a comparatively lower 4.69% annualized return.
INPFX
9.18%
-0.59%
4.49%
9.88%
5.46%
5.73%
AOM
8.17%
0.02%
3.52%
8.63%
4.19%
4.69%
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INPFX vs. AOM - Expense Ratio Comparison
INPFX has a 0.66% expense ratio, which is higher than AOM's 0.25% expense ratio.
Risk-Adjusted Performance
INPFX vs. AOM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) and iShares Core Moderate Allocation ETF (AOM). 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
INPFX vs. AOM - Dividend Comparison
INPFX's dividend yield for the trailing twelve months is around 3.79%, less than AOM's 4.12% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | 3.79% | 3.86% | 3.37% | 2.59% | 3.48% | 3.24% | 3.32% | 2.81% | 3.11% | 3.39% | 4.63% | 3.71% |
AOM iShares Core Moderate Allocation ETF | 3.09% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% | 2.08% | 1.87% |
Drawdowns
INPFX vs. AOM - Drawdown Comparison
The maximum INPFX drawdown since its inception was -21.31%, which is greater than AOM's maximum drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for INPFX and AOM. For additional features, visit the drawdowns tool.
Volatility
INPFX vs. AOM - Volatility Comparison
American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) has a higher volatility of 2.15% compared to iShares Core Moderate Allocation ETF (AOM) at 1.94%. This indicates that INPFX's price experiences larger fluctuations and is considered to be riskier than AOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.