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 0.84, 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
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Key characteristics
INPFX:
1.05
AOM:
0.97
INPFX:
1.53
AOM:
1.51
INPFX:
1.23
AOM:
1.21
INPFX:
1.28
AOM:
1.30
INPFX:
5.67
AOM:
5.39
INPFX:
1.58%
AOM:
1.57%
INPFX:
8.07%
AOM:
8.35%
INPFX:
-21.31%
AOM:
-19.96%
INPFX:
-0.15%
AOM:
-0.29%
Returns By Period
In the year-to-date period, INPFX achieves a 3.72% return, which is significantly higher than AOM's 2.63% return. Both investments have delivered pretty close results over the past 10 years, with INPFX having a 4.53% annualized return and AOM not far ahead at 4.65%.
INPFX
3.72%
4.64%
0.66%
8.38%
6.70%
4.53%
AOM
2.63%
4.31%
1.24%
8.04%
5.75%
4.65%
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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 Rank
INPFX
AOM
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.
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Dividends
INPFX vs. AOM - Dividend Comparison
INPFX's dividend yield for the trailing twelve months is around 3.80%, more than AOM's 3.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | 3.80% | 3.89% | 3.86% | 3.37% | 2.59% | 3.48% | 3.24% | 3.32% | 2.81% | 3.11% | 3.39% | 4.63% |
AOM iShares Core Moderate Allocation ETF | 3.10% | 3.10% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% | 2.08% |
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.
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Volatility
INPFX vs. AOM - Volatility Comparison
American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) and iShares Core Moderate Allocation ETF (AOM) have volatilities of 2.23% and 2.26%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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