INPFX vs. EKSAX
Compare and contrast key facts about American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) and Allspring Diversified Income Builder Fund (EKSAX).
INPFX is managed by American Funds. It was launched on May 18, 2012. EKSAX is managed by Allspring Global Investments. It was launched on Apr 13, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INPFX or EKSAX.
Key characteristics
| INPFX | EKSAX | |
|---|---|---|
| YTD Return | 11.28% | 11.75% |
| 1Y Return | 20.32% | 19.62% |
| 3Y Return (Ann) | 4.03% | 2.29% |
| 5Y Return (Ann) | 6.40% | 4.35% |
| 10Y Return (Ann) | 5.93% | 3.30% |
| Sharpe Ratio | 3.33 | 3.54 |
| Sortino Ratio | 4.88 | 5.22 |
| Omega Ratio | 1.67 | 1.77 |
| Calmar Ratio | 2.55 | 1.69 |
| Martin Ratio | 22.36 | 25.59 |
| Ulcer Index | 0.88% | 0.73% |
| Daily Std Dev | 5.92% | 5.29% |
| Max Drawdown | -21.31% | -37.26% |
| Current Drawdown | -0.15% | 0.00% |
Correlation
The correlation between INPFX and EKSAX is 0.82, 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. EKSAX - Performance Comparison
The year-to-date returns for both investments are quite close, with INPFX having a 11.28% return and EKSAX slightly higher at 11.75%. Over the past 10 years, INPFX has outperformed EKSAX with an annualized return of 5.93%, while EKSAX has yielded a comparatively lower 3.30% 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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INPFX vs. EKSAX - Expense Ratio Comparison
INPFX has a 0.66% expense ratio, which is lower than EKSAX's 0.85% expense ratio.
Risk-Adjusted Performance
INPFX vs. EKSAX - 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 Allspring Diversified Income Builder Fund (EKSAX). 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. EKSAX - Dividend Comparison
INPFX's dividend yield for the trailing twelve months is around 3.72%, less than EKSAX's 5.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | 3.72% | 3.86% | 3.37% | 2.59% | 3.48% | 3.24% | 3.32% | 2.81% | 3.11% | 3.39% | 4.63% | 3.71% |
EKSAX Allspring Diversified Income Builder Fund | 5.39% | 5.10% | 3.97% | 3.39% | 2.96% | 3.95% | 3.68% | 3.33% | 3.45% | 3.70% | 3.69% | 3.97% |
Drawdowns
INPFX vs. EKSAX - Drawdown Comparison
The maximum INPFX drawdown since its inception was -21.31%, smaller than the maximum EKSAX drawdown of -37.26%. Use the drawdown chart below to compare losses from any high point for INPFX and EKSAX. For additional features, visit the drawdowns tool.
Volatility
INPFX vs. EKSAX - Volatility Comparison
American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) has a higher volatility of 1.48% compared to Allspring Diversified Income Builder Fund (EKSAX) at 1.20%. This indicates that INPFX's price experiences larger fluctuations and is considered to be riskier than EKSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.