NAARX vs. MGK
Compare and contrast key facts about American Funds Retirement Income Portfolio - Conservative (NAARX) and Vanguard Mega Cap Growth ETF (MGK).
NAARX is managed by American Funds. It was launched on Aug 27, 2015. MGK is a passively managed fund by Vanguard that tracks the performance of the MSCI US Large Cap Growth Index. It was launched on Dec 17, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NAARX or MGK.
Correlation
The correlation between NAARX and MGK is 0.68, 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
NAARX vs. MGK - Performance Comparison
Key characteristics
NAARX:
2.19
MGK:
1.62
NAARX:
3.03
MGK:
2.16
NAARX:
1.42
MGK:
1.29
NAARX:
2.10
MGK:
2.17
NAARX:
9.77
MGK:
7.94
NAARX:
1.20%
MGK:
3.71%
NAARX:
5.32%
MGK:
18.21%
NAARX:
-16.36%
MGK:
-48.36%
NAARX:
0.00%
MGK:
0.00%
Returns By Period
In the year-to-date period, NAARX achieves a 3.18% return, which is significantly lower than MGK's 4.08% return.
NAARX
3.18%
2.13%
2.82%
10.78%
3.82%
N/A
MGK
4.08%
3.03%
13.10%
28.63%
17.90%
16.53%
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NAARX vs. MGK - Expense Ratio Comparison
NAARX has a 0.34% expense ratio, which is higher than MGK's 0.07% expense ratio.
Risk-Adjusted Performance
NAARX vs. MGK — Risk-Adjusted Performance Rank
NAARX
MGK
NAARX vs. MGK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Retirement Income Portfolio - Conservative (NAARX) and Vanguard Mega Cap Growth ETF (MGK). 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
NAARX vs. MGK - Dividend Comparison
NAARX's dividend yield for the trailing twelve months is around 3.26%, more than MGK's 0.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NAARX American Funds Retirement Income Portfolio - Conservative | 3.26% | 3.36% | 3.17% | 3.19% | 2.01% | 3.12% | 2.59% | 2.54% | 2.05% | 2.07% | 0.69% | 0.00% |
MGK Vanguard Mega Cap Growth ETF | 0.41% | 0.43% | 0.50% | 0.70% | 0.41% | 0.65% | 0.85% | 1.12% | 1.23% | 1.53% | 1.43% | 1.25% |
Drawdowns
NAARX vs. MGK - Drawdown Comparison
The maximum NAARX drawdown since its inception was -16.36%, smaller than the maximum MGK drawdown of -48.36%. Use the drawdown chart below to compare losses from any high point for NAARX and MGK. For additional features, visit the drawdowns tool.
Volatility
NAARX vs. MGK - Volatility Comparison
The current volatility for American Funds Retirement Income Portfolio - Conservative (NAARX) is 1.38%, while Vanguard Mega Cap Growth ETF (MGK) has a volatility of 5.37%. This indicates that NAARX experiences smaller price fluctuations and is considered to be less risky than MGK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.