NDARX vs. MACPX
Compare and contrast key facts about American Funds Retirement Income Portfolio - Enhanced (NDARX) and BlackRock Sustainable Balanced Fund (MACPX).
NDARX is managed by American Funds. It was launched on Aug 27, 2015. MACPX is managed by Blackrock. It was launched on Nov 7, 1973.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NDARX or MACPX.
Correlation
The correlation between NDARX and MACPX is 0.91, 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
NDARX vs. MACPX - Performance Comparison
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Key characteristics
NDARX:
1.09
MACPX:
0.53
NDARX:
1.61
MACPX:
0.87
NDARX:
1.24
MACPX:
1.13
NDARX:
1.26
MACPX:
0.50
NDARX:
6.02
MACPX:
1.80
NDARX:
1.92%
MACPX:
3.63%
NDARX:
10.08%
MACPX:
11.16%
NDARX:
-23.62%
MACPX:
-49.81%
NDARX:
-0.46%
MACPX:
-3.58%
Returns By Period
In the year-to-date period, NDARX achieves a 3.97% return, which is significantly higher than MACPX's 2.93% return.
NDARX
3.97%
5.68%
1.98%
10.87%
8.64%
N/A
MACPX
2.93%
6.38%
-1.62%
5.85%
5.78%
2.69%
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NDARX vs. MACPX - Expense Ratio Comparison
NDARX has a 0.34% expense ratio, which is lower than MACPX's 0.50% expense ratio.
Risk-Adjusted Performance
NDARX vs. MACPX — Risk-Adjusted Performance Rank
NDARX
MACPX
NDARX vs. MACPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Retirement Income Portfolio - Enhanced (NDARX) and BlackRock Sustainable Balanced Fund (MACPX). 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
NDARX vs. MACPX - Dividend Comparison
NDARX's dividend yield for the trailing twelve months is around 3.00%, less than MACPX's 4.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NDARX American Funds Retirement Income Portfolio - Enhanced | 3.00% | 3.03% | 3.03% | 2.93% | 2.25% | 2.59% | 2.61% | 2.88% | 2.39% | 2.50% | 0.71% | 0.00% |
MACPX BlackRock Sustainable Balanced Fund | 4.07% | 4.19% | 3.00% | 0.61% | 0.73% | 1.17% | 1.82% | 2.14% | 1.88% | 1.59% | 1.68% | 2.16% |
Drawdowns
NDARX vs. MACPX - Drawdown Comparison
The maximum NDARX drawdown since its inception was -23.62%, smaller than the maximum MACPX drawdown of -49.81%. Use the drawdown chart below to compare losses from any high point for NDARX and MACPX. For additional features, visit the drawdowns tool.
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Volatility
NDARX vs. MACPX - Volatility Comparison
American Funds Retirement Income Portfolio - Enhanced (NDARX) has a higher volatility of 2.81% compared to BlackRock Sustainable Balanced Fund (MACPX) at 2.59%. This indicates that NDARX's price experiences larger fluctuations and is considered to be riskier than MACPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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