INPFX vs. GSBFX
Compare and contrast key facts about American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) and Goldman Sachs Income Builder Fund (GSBFX).
INPFX is managed by American Funds. It was launched on May 18, 2012. GSBFX is managed by Goldman Sachs. It was launched on Oct 11, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INPFX or GSBFX.
Key characteristics
| INPFX | GSBFX | |
|---|---|---|
| YTD Return | 11.28% | 11.29% |
| 1Y Return | 20.32% | 20.48% |
| 3Y Return (Ann) | 4.03% | 2.61% |
| 5Y Return (Ann) | 6.40% | 5.87% |
| 10Y Return (Ann) | 5.93% | 5.20% |
| Sharpe Ratio | 3.33 | 3.40 |
| Sortino Ratio | 4.88 | 5.04 |
| Omega Ratio | 1.67 | 1.69 |
| Calmar Ratio | 2.55 | 1.91 |
| Martin Ratio | 22.36 | 23.35 |
| Ulcer Index | 0.88% | 0.85% |
| Daily Std Dev | 5.92% | 5.81% |
| Max Drawdown | -21.31% | -41.29% |
| Current Drawdown | -0.15% | 0.00% |
Correlation
The correlation between INPFX and GSBFX is 0.92, 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. GSBFX - Performance Comparison
The year-to-date returns for both investments are quite close, with INPFX having a 11.28% return and GSBFX slightly higher at 11.29%. Over the past 10 years, INPFX has outperformed GSBFX with an annualized return of 5.93%, while GSBFX has yielded a comparatively lower 5.20% 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. GSBFX - Expense Ratio Comparison
INPFX has a 0.66% expense ratio, which is lower than GSBFX's 0.79% expense ratio.
Risk-Adjusted Performance
INPFX vs. GSBFX - 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 Goldman Sachs Income Builder Fund (GSBFX). 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. GSBFX - Dividend Comparison
INPFX's dividend yield for the trailing twelve months is around 3.72%, less than GSBFX's 3.95% 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% |
GSBFX Goldman Sachs Income Builder Fund | 3.95% | 4.09% | 4.10% | 3.12% | 3.05% | 3.53% | 3.99% | 3.53% | 3.78% | 4.33% | 4.07% | 3.65% |
Drawdowns
INPFX vs. GSBFX - Drawdown Comparison
The maximum INPFX drawdown since its inception was -21.31%, smaller than the maximum GSBFX drawdown of -41.29%. Use the drawdown chart below to compare losses from any high point for INPFX and GSBFX. For additional features, visit the drawdowns tool.
Volatility
INPFX vs. GSBFX - Volatility Comparison
American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) and Goldman Sachs Income Builder Fund (GSBFX) have volatilities of 1.48% and 1.43%, 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.