Correlation
The correlation between NBARX and MGK is 0.87, 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.
NBARX vs. MGK
Compare and contrast key facts about American Funds Retirement Income Portfolio - Moderate (NBARX) and Vanguard Mega Cap Growth ETF (MGK).
NBARX 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: NBARX or MGK.
Performance
NBARX vs. MGK - Performance Comparison
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Key characteristics
NBARX:
1.52
MGK:
0.65
NBARX:
1.86
MGK:
1.09
NBARX:
1.27
MGK:
1.15
NBARX:
1.62
MGK:
0.74
NBARX:
7.83
MGK:
2.45
NBARX:
1.41%
MGK:
7.05%
NBARX:
8.23%
MGK:
26.04%
NBARX:
-18.50%
MGK:
-48.36%
NBARX:
0.00%
MGK:
-3.29%
Returns By Period
In the year-to-date period, NBARX achieves a 5.40% return, which is significantly higher than MGK's 0.67% return.
NBARX
5.40%
2.43%
3.53%
12.35%
5.51%
6.16%
N/A
MGK
0.67%
9.36%
2.74%
16.74%
20.72%
17.95%
16.09%
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NBARX vs. MGK - Expense Ratio Comparison
NBARX has a 0.32% expense ratio, which is higher than MGK's 0.07% expense ratio.
Risk-Adjusted Performance
NBARX vs. MGK — Risk-Adjusted Performance Rank
NBARX
MGK
NBARX vs. MGK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Retirement Income Portfolio - Moderate (NBARX) 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.
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Dividends
NBARX vs. MGK - Dividend Comparison
NBARX's dividend yield for the trailing twelve months is around 3.18%, more than MGK's 0.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBARX American Funds Retirement Income Portfolio - Moderate | 3.18% | 3.25% | 3.46% | 5.04% | 3.48% | 3.97% | 3.87% | 3.89% | 2.50% | 2.55% | 0.73% | 0.00% |
MGK Vanguard Mega Cap Growth ETF | 0.44% | 0.43% | 0.50% | 0.70% | 0.41% | 0.65% | 0.85% | 1.12% | 1.23% | 1.53% | 1.43% | 1.25% |
Drawdowns
NBARX vs. MGK - Drawdown Comparison
The maximum NBARX drawdown since its inception was -18.50%, smaller than the maximum MGK drawdown of -48.36%. Use the drawdown chart below to compare losses from any high point for NBARX and MGK.
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Volatility
NBARX vs. MGK - Volatility Comparison
The current volatility for American Funds Retirement Income Portfolio - Moderate (NBARX) is 1.88%, while Vanguard Mega Cap Growth ETF (MGK) has a volatility of 5.99%. This indicates that NBARX 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.
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