RGABX vs. BLPFX
RGABX (American Funds The Growth Fund of America Class R-2) and BLPFX (American Funds Moderate Growth and Income Portfolio Class F-1) are both mutual funds - RGABX is a Large Cap Growth Equities fund tracking the S&P 500 Index, while BLPFX is a Diversified Portfolio fund tracking the S&P 500 Index. Both are passively managed. Over the past 10 years, RGABX returned 14.12%/yr vs 8.83%/yr for BLPFX. Their correlation of 0.91 means they have usually moved in the same direction. RGABX charges 1.38%/yr vs 0.70%/yr for BLPFX.
Performance
RGABX vs. BLPFX - Performance Comparison
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Returns By Period
In the year-to-date period, RGABX achieves a 3.82% return, which is significantly lower than BLPFX's 6.65% return. Over the past 10 years, RGABX has outperformed BLPFX with an annualized return of 14.12%, while BLPFX has yielded a comparatively lower 8.83% annualized return.
RGABX
- 1D
- -0.38%
- 1M
- -2.39%
- 6M
- 1.78%
- YTD
- 3.82%
- 1Y
- 9.23%
- 3Y*
- 18.79%
- 5Y*
- 9.13%
- 10Y*
- 14.12%
- ALL TIME*
- 10.02%
BLPFX
- 1D
- 0.09%
- 1M
- -0.19%
- 6M
- 3.43%
- YTD
- 6.65%
- 1Y
- 13.42%
- 3Y*
- 13.09%
- 5Y*
- 7.27%
- 10Y*
- 8.83%
- ALL TIME*
- 9.17%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
RGABX vs. BLPFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RGABX American Funds The Growth Fund of America Class R-2 | 3.82% | 18.77% | 27.02% | 36.16% | -31.29% | 18.37% | 36.83% | 27.14% | -3.93% | 25.17% |
BLPFX American Funds Moderate Growth and Income Portfolio Class F-1 | 6.65% | 16.99% | 11.25% | 13.80% | -13.59% | 13.75% | 13.17% | 19.49% | -4.63% | 16.67% |
Correlation
The correlation between RGABX and BLPFX is 0.90, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.90 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.90 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.90 |
Correlation (All Time) Calculated using the full available price history since May 18, 2012 | 0.91 |
The correlation between RGABX and BLPFX has been stable across timeframes, ranging from 0.90 to 0.91 - a consistent structural relationship.
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Return for Risk
RGABX vs. BLPFX — Risk / Return Rank
RGABX
BLPFX
RGABX vs. BLPFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Growth Fund of America Class R-2 (RGABX) and American Funds Moderate Growth and Income Portfolio Class F-1 (BLPFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RGABX | BLPFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.90 | ||
| Sortino ratioReturn per unit of downside risk | -1.22 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.27 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 0.67 | 1.85 | -1.18 |
| Martin ratioReturn relative to average drawdown | 2.47 | 7.95 | -5.48 |
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Drawdowns
RGABX vs. BLPFX - Drawdown Comparison
The maximum RGABX drawdown since its inception was -52.36%, which is greater than BLPFX's maximum drawdown of -23.21%. Use the drawdown chart below to compare losses from any high point for RGABX and BLPFX.
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Drawdown Indicators
| RGABX | BLPFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.36% | -23.21% | -29.15% |
Max Drawdown (1Y)Largest decline over 1 year | -13.92% | -7.08% | -6.84% |
Max Drawdown (3Y)Largest decline over 3 years | -21.67% | -10.36% | -11.31% |
Max Drawdown (5Y)Largest decline over 5 years | -36.83% | -20.72% | -16.11% |
Max Drawdown (10Y)Largest decline over 10 years | -36.83% | -23.21% | -13.62% |
Current DrawdownCurrent decline from peak | -5.69% | -1.36% | -4.33% |
Average DrawdownAverage peak-to-trough decline | -8.73% | -2.90% | -5.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.78% | 1.65% | +2.13% |
Volatility
RGABX vs. BLPFX - Volatility Comparison
American Funds The Growth Fund of America Class R-2 (RGABX) has a higher volatility of 4.46% compared to American Funds Moderate Growth and Income Portfolio Class F-1 (BLPFX) at 1.95%. This indicates that RGABX's price experiences larger fluctuations and is considered to be riskier than BLPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RGABX | BLPFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.46% | 1.95% | +2.51% |
Volatility (6M)Calculated over the trailing 6-month period | 13.37% | 7.27% | +6.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.76% | 9.01% | +7.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.54% | 10.47% | +10.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.78% | 10.81% | +8.97% |
RGABX vs. BLPFX - Expense Ratio Comparison
RGABX has a 1.38% expense ratio, which is higher than BLPFX's 0.70% expense ratio.
Dividends
RGABX vs. BLPFX - Dividend Comparison
RGABX's dividend yield for the trailing twelve months is around 11.44%, more than BLPFX's 5.76% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLPFX American Funds Moderate Growth and Income Portfolio Class F-1 | 5.76% | 6.05% | 3.55% | 2.24% | 5.95% | 4.92% | 2.52% | 3.79% | 4.64% | 3.44% | 3.61% | 3.64% |
RGABX American Funds The Growth Fund of America Class R-2 | 11.44% | 11.87% | 9.61% | 7.53% | 4.08% | 8.80% | 4.34% | 6.82% | 11.94% | 6.86% | 6.28% | 8.54% |
Frequently Asked Questions
With a correlation of 0.90, RGABX and BLPFX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
RGABX has higher volatility (4.46%) compared to BLPFX (1.95%). In terms of maximum drawdown, RGABX dropped -52.36% vs BLPFX's -23.21%.
BLPFX currently has the higher Sharpe Ratio (1.46 vs 0.56), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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