INPFX vs. PBHAX
Compare and contrast key facts about American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) and PGIM High Yield Fund (PBHAX).
INPFX is managed by American Funds. It was launched on May 18, 2012. PBHAX is managed by PGIM Investments. It was launched on Jan 22, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INPFX or PBHAX.
Key characteristics
| INPFX | PBHAX | |
|---|---|---|
| YTD Return | 11.28% | 8.08% |
| 1Y Return | 20.32% | 15.43% |
| 3Y Return (Ann) | 4.03% | 1.87% |
| 5Y Return (Ann) | 6.40% | 3.86% |
| 10Y Return (Ann) | 5.93% | 4.73% |
| Sharpe Ratio | 3.33 | 3.62 |
| Sortino Ratio | 4.88 | 6.57 |
| Omega Ratio | 1.67 | 1.96 |
| Calmar Ratio | 2.55 | 1.77 |
| Martin Ratio | 22.36 | 23.64 |
| Ulcer Index | 0.88% | 0.63% |
| Daily Std Dev | 5.92% | 4.13% |
| Max Drawdown | -21.31% | -28.75% |
| Current Drawdown | -0.15% | -0.25% |
Correlation
The correlation between INPFX and PBHAX is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
INPFX vs. PBHAX - Performance Comparison
In the year-to-date period, INPFX achieves a 11.28% return, which is significantly higher than PBHAX's 8.08% return. Over the past 10 years, INPFX has outperformed PBHAX with an annualized return of 5.93%, while PBHAX has yielded a comparatively lower 4.73% 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. PBHAX - Expense Ratio Comparison
INPFX has a 0.66% expense ratio, which is lower than PBHAX's 0.75% expense ratio.
Risk-Adjusted Performance
INPFX vs. PBHAX - 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 PGIM High Yield Fund (PBHAX). 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. PBHAX - Dividend Comparison
INPFX's dividend yield for the trailing twelve months is around 3.72%, less than PBHAX's 7.11% 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% |
PBHAX PGIM High Yield Fund | 7.11% | 6.77% | 6.74% | 5.25% | 5.70% | 5.99% | 6.27% | 6.01% | 6.20% | 6.65% | 6.37% | 6.39% |
Drawdowns
INPFX vs. PBHAX - Drawdown Comparison
The maximum INPFX drawdown since its inception was -21.31%, smaller than the maximum PBHAX drawdown of -28.75%. Use the drawdown chart below to compare losses from any high point for INPFX and PBHAX. For additional features, visit the drawdowns tool.
Volatility
INPFX vs. PBHAX - Volatility Comparison
American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) has a higher volatility of 1.48% compared to PGIM High Yield Fund (PBHAX) at 0.72%. This indicates that INPFX's price experiences larger fluctuations and is considered to be riskier than PBHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.