NDARX vs. MALOX
Compare and contrast key facts about American Funds Retirement Income Portfolio - Enhanced (NDARX) and BlackRock Global Allocation Fund (MALOX).
NDARX is managed by American Funds. It was launched on Aug 27, 2015. MALOX is managed by Blackrock. It was launched on Feb 2, 1989.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NDARX or MALOX.
Correlation
The correlation between NDARX and MALOX is 0.92, 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. MALOX - Performance Comparison
Key characteristics
NDARX:
1.80
MALOX:
0.75
NDARX:
2.46
MALOX:
1.01
NDARX:
1.34
MALOX:
1.15
NDARX:
3.77
MALOX:
0.36
NDARX:
12.12
MALOX:
2.69
NDARX:
1.09%
MALOX:
2.68%
NDARX:
7.33%
MALOX:
9.65%
NDARX:
-23.62%
MALOX:
-34.53%
NDARX:
-2.46%
MALOX:
-14.08%
Returns By Period
In the year-to-date period, NDARX achieves a 11.65% return, which is significantly higher than MALOX's 5.53% return.
NDARX
11.65%
-0.43%
4.96%
12.45%
6.61%
N/A
MALOX
5.53%
-1.02%
-0.61%
6.16%
0.94%
0.69%
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NDARX vs. MALOX - Expense Ratio Comparison
NDARX has a 0.34% expense ratio, which is lower than MALOX's 0.81% expense ratio.
Risk-Adjusted Performance
NDARX vs. MALOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Retirement Income Portfolio - Enhanced (NDARX) and BlackRock Global Allocation Fund (MALOX). 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
NDARX vs. MALOX - Dividend Comparison
NDARX's dividend yield for the trailing twelve months is around 2.91%, while MALOX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NDARX American Funds Retirement Income Portfolio - Enhanced | 2.91% | 3.03% | 2.93% | 2.25% | 2.59% | 2.61% | 2.88% | 2.39% | 2.50% | 0.71% | 0.00% | 0.00% |
MALOX BlackRock Global Allocation Fund | 0.00% | 1.55% | 0.00% | 1.29% | 0.66% | 1.39% | 0.94% | 1.25% | 1.28% | 1.37% | 2.64% | 1.47% |
Drawdowns
NDARX vs. MALOX - Drawdown Comparison
The maximum NDARX drawdown since its inception was -23.62%, smaller than the maximum MALOX drawdown of -34.53%. Use the drawdown chart below to compare losses from any high point for NDARX and MALOX. For additional features, visit the drawdowns tool.
Volatility
NDARX vs. MALOX - Volatility Comparison
American Funds Retirement Income Portfolio - Enhanced (NDARX) and BlackRock Global Allocation Fund (MALOX) have volatilities of 2.67% and 2.73%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.