INPFX vs. FASIX
INPFX (American Funds Conservative Growth and Income Portfolio Class F-1) and FASIX (Fidelity Asset Manager 20% Fund) are both Diversified Portfolio funds. Over the past 10 years, INPFX returned 7.21%/yr vs 4.50%/yr for FASIX. Their correlation of 0.82 suggests significant overlap in exposure. INPFX charges 0.66%/yr vs 0.51%/yr for FASIX.
Performance
INPFX vs. FASIX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with INPFX having a 4.84% return and FASIX slightly lower at 4.62%. Over the past 10 years, INPFX has outperformed FASIX with an annualized return of 7.21%, while FASIX has yielded a comparatively lower 4.50% annualized return.
INPFX
- 1D
- 0.14%
- 1M
- 0.61%
- YTD
- 4.84%
- 6M
- 5.03%
- 1Y
- 13.10%
- 3Y*
- 11.41%
- 5Y*
- 6.66%
- 10Y*
- 7.21%
FASIX
- 1D
- 0.54%
- 1M
- 1.05%
- YTD
- 4.62%
- 6M
- 4.70%
- 1Y
- 11.09%
- 3Y*
- 7.80%
- 5Y*
- 3.65%
- 10Y*
- 4.50%
INPFX vs. FASIX - 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 | 4.84% | 14.29% | 9.20% | 9.46% | -8.74% | 12.90% | 5.67% | 15.76% | -3.57% | 11.43% |
FASIX Fidelity Asset Manager 20% Fund | 4.62% | 9.58% | 5.34% | 8.00% | -10.20% | 4.04% | 8.62% | 10.64% | -1.63% | 6.60% |
Correlation
The correlation between INPFX and FASIX is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.89 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.86 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.85 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.82 |
Correlation (All Time) Calculated using the full available price history since May 21, 2012 | 0.82 |
The correlation between INPFX and FASIX has been stable across timeframes, ranging from 0.82 to 0.89 - a consistent structural relationship.
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Return for Risk
INPFX vs. FASIX — Risk / Return Rank
INPFX
FASIX
INPFX vs. FASIX - 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 Fidelity Asset Manager 20% Fund (FASIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| INPFX | FASIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.37 | ||
| Sortino ratioReturn per unit of downside risk | -0.59 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.51 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.53 | 3.32 | -0.80 |
| Martin ratioReturn relative to average drawdown | 10.70 | 14.38 | -3.68 |
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Drawdowns
INPFX vs. FASIX - Drawdown Comparison
The maximum INPFX drawdown since its inception was -21.31%, which is greater than FASIX's maximum drawdown of -19.61%. Use the drawdown chart below to compare losses from any high point for INPFX and FASIX.
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Drawdown Indicators
| INPFX | FASIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.31% | -19.61% | -1.70% |
Max Drawdown (1Y)Largest decline over 1 year | -5.20% | -3.35% | -1.85% |
Max Drawdown (3Y)Largest decline over 3 years | -7.02% | -4.84% | -2.18% |
Max Drawdown (5Y)Largest decline over 5 years | -15.37% | -13.86% | -1.51% |
Max Drawdown (10Y)Largest decline over 10 years | -21.31% | -13.86% | -7.45% |
Current DrawdownCurrent decline from peak | -0.47% | 0.00% | -0.47% |
Average DrawdownAverage peak-to-trough decline | -2.29% | -1.78% | -0.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.23% | 0.77% | +0.46% |
Volatility
INPFX vs. FASIX - Volatility Comparison
American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) has a higher volatility of 2.04% compared to Fidelity Asset Manager 20% Fund (FASIX) at 1.93%. This indicates that INPFX's price experiences larger fluctuations and is considered to be riskier than FASIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INPFX | FASIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.04% | 1.93% | +0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 4.93% | 3.76% | +1.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.13% | 4.44% | +1.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.56% | 5.10% | +2.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.37% | 4.67% | +3.70% |
INPFX vs. FASIX - Expense Ratio Comparison
INPFX has a 0.66% expense ratio, which is higher than FASIX's 0.51% expense ratio.
Dividends
INPFX vs. FASIX - Dividend Comparison
INPFX's dividend yield for the trailing twelve months is around 5.28%, more than FASIX's 3.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FASIX Fidelity Asset Manager 20% Fund | 3.02% | 3.21% | 3.34% | 3.17% | 4.55% | 1.63% | 2.16% | 3.02% | 4.11% | 3.23% | 1.85% | 3.95% |
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | 5.28% | 5.61% | 5.15% | 4.76% | 4.84% | 4.38% | 5.54% | 4.53% | 4.79% | 3.25% | 3.53% | 3.85% |
Frequently Asked Questions
INPFX and FASIX have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
INPFX has higher volatility (2.04%) compared to FASIX (1.93%). In terms of maximum drawdown, INPFX dropped -21.31% vs FASIX's -19.61%.
FASIX currently has the higher Sharpe Ratio (2.51 vs 2.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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