INPFX vs. RGAGX
Compare and contrast key facts about American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
INPFX is managed by American Funds. It was launched on May 18, 2012. RGAGX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
INPFX vs. RGAGX - Performance Comparison
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INPFX vs. RGAGX - 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 | -1.32% | 14.29% | 9.20% | 9.46% | -8.74% | 12.90% | 5.67% | 15.76% | -3.57% | 11.43% |
RGAGX American Funds The Growth Fund of America Class R-6 | -11.15% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Returns By Period
In the year-to-date period, INPFX achieves a -1.32% return, which is significantly higher than RGAGX's -11.15% return. Over the past 10 years, INPFX has underperformed RGAGX with an annualized return of 6.84%, while RGAGX has yielded a comparatively higher 14.34% annualized return.
INPFX
- 1D
- 0.07%
- 1M
- -5.13%
- YTD
- -1.32%
- 6M
- 0.78%
- 1Y
- 9.95%
- 3Y*
- 9.75%
- 5Y*
- 5.98%
- 10Y*
- 6.84%
RGAGX
- 1D
- -0.47%
- 1M
- -9.63%
- YTD
- -11.15%
- 6M
- -9.74%
- 1Y
- 13.94%
- 3Y*
- 19.23%
- 5Y*
- 8.87%
- 10Y*
- 14.34%
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INPFX vs. RGAGX - Expense Ratio Comparison
INPFX has a 0.66% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Return for Risk
INPFX vs. RGAGX — Risk / Return Rank
INPFX
RGAGX
INPFX vs. RGAGX - 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 American Funds The Growth Fund of America Class R-6 (RGAGX). 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.
| INPFX | RGAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 0.66 | +0.70 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.09 | +0.79 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.16 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 0.79 | +0.76 |
Martin ratioReturn relative to average drawdown | 6.91 | 3.04 | +3.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| INPFX | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 0.66 | +0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.44 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.73 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.88 | 0.79 | +0.09 |
Correlation
The correlation between INPFX and RGAGX is 0.81, 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.
Dividends
INPFX vs. RGAGX - Dividend Comparison
INPFX's dividend yield for the trailing twelve months is around 5.61%, less than RGAGX's 12.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | 5.61% | 5.61% | 5.15% | 4.76% | 4.84% | 4.38% | 5.54% | 4.53% | 4.79% | 3.25% | 3.53% | 3.85% |
RGAGX American Funds The Growth Fund of America Class R-6 | 12.37% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Drawdowns
INPFX vs. RGAGX - Drawdown Comparison
The maximum INPFX drawdown since its inception was -21.31%, smaller than the maximum RGAGX drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for INPFX and RGAGX.
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Drawdown Indicators
| INPFX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.31% | -36.19% | +14.88% |
Max Drawdown (1Y)Largest decline over 1 year | -6.25% | -13.71% | +7.46% |
Max Drawdown (5Y)Largest decline over 5 years | -15.37% | -36.19% | +20.82% |
Max Drawdown (10Y)Largest decline over 10 years | -21.31% | -36.19% | +14.88% |
Current DrawdownCurrent decline from peak | -5.13% | -13.71% | +8.58% |
Average DrawdownAverage peak-to-trough decline | -2.32% | -5.53% | +3.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.40% | 3.55% | -2.15% |
Volatility
INPFX vs. RGAGX - Volatility Comparison
The current volatility for American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) is 2.46%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 5.45%. This indicates that INPFX experiences smaller price fluctuations and is considered to be less risky than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INPFX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.46% | 5.45% | -2.99% |
Volatility (6M)Calculated over the trailing 6-month period | 4.38% | 11.60% | -7.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.55% | 20.75% | -13.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.48% | 20.17% | -12.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.34% | 19.61% | -11.27% |