ABALX vs. AAAAX
Compare and contrast key facts about American Funds American Balanced Fund Class A (ABALX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
ABALX is managed by American Funds. It was launched on Jul 26, 1975. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
ABALX vs. AAAAX - Performance Comparison
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ABALX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ABALX American Funds American Balanced Fund Class A | -2.86% | 18.45% | 14.63% | 13.65% | -12.13% | 15.75% | 10.85% | 18.60% | -3.35% | 14.69% |
AAAAX DWS RREEF Real Assets Fund - Class A | 8.59% | 12.82% | 5.24% | 2.30% | -9.91% | 23.45% | 3.71% | 21.42% | -5.36% | 14.67% |
Returns By Period
In the year-to-date period, ABALX achieves a -2.86% return, which is significantly lower than AAAAX's 8.59% return. Over the past 10 years, ABALX has outperformed AAAAX with an annualized return of 8.98%, while AAAAX has yielded a comparatively lower 7.28% annualized return.
ABALX
- 1D
- -0.14%
- 1M
- -6.82%
- YTD
- -2.86%
- 6M
- 0.85%
- 1Y
- 15.33%
- 3Y*
- 13.40%
- 5Y*
- 8.00%
- 10Y*
- 8.98%
AAAAX
- 1D
- 0.36%
- 1M
- -4.37%
- YTD
- 8.59%
- 6M
- 10.72%
- 1Y
- 16.80%
- 3Y*
- 9.80%
- 5Y*
- 6.74%
- 10Y*
- 7.28%
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ABALX vs. AAAAX - Expense Ratio Comparison
ABALX has a 0.56% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
ABALX vs. AAAAX — Risk / Return Rank
ABALX
AAAAX
ABALX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund Class A (ABALX) and DWS RREEF Real Assets Fund - Class A (AAAAX). 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.
| ABALX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.43 | 1.49 | -0.06 |
Sortino ratioReturn per unit of downside risk | 2.09 | 2.00 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.30 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.00 | 1.80 | +0.21 |
Martin ratioReturn relative to average drawdown | 8.51 | 9.69 | -1.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ABALX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | 1.49 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.56 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.58 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.38 | +0.41 |
Correlation
The correlation between ABALX and AAAAX is 0.76, 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.
Dividends
ABALX vs. AAAAX - Dividend Comparison
ABALX's dividend yield for the trailing twelve months is around 8.54%, more than AAAAX's 3.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ABALX American Funds American Balanced Fund Class A | 8.54% | 8.27% | 6.87% | 2.05% | 2.30% | 4.30% | 4.35% | 3.49% | 5.49% | 4.72% | 4.24% | 5.60% |
AAAAX DWS RREEF Real Assets Fund - Class A | 3.26% | 3.54% | 2.45% | 2.08% | 4.17% | 2.31% | 1.33% | 1.81% | 1.61% | 1.52% | 1.47% | 2.15% |
Drawdowns
ABALX vs. AAAAX - Drawdown Comparison
The maximum ABALX drawdown since its inception was -40.20%, roughly equal to the maximum AAAAX drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for ABALX and AAAAX.
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Drawdown Indicators
| ABALX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.20% | -40.47% | +0.27% |
Max Drawdown (1Y)Largest decline over 1 year | -7.33% | -9.55% | +2.22% |
Max Drawdown (5Y)Largest decline over 5 years | -18.76% | -22.62% | +3.86% |
Max Drawdown (10Y)Largest decline over 10 years | -22.34% | -29.41% | +7.07% |
Current DrawdownCurrent decline from peak | -7.03% | -4.57% | -2.46% |
Average DrawdownAverage peak-to-trough decline | -3.86% | -6.89% | +3.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.73% | 1.77% | -0.04% |
Volatility
ABALX vs. AAAAX - Volatility Comparison
American Funds American Balanced Fund Class A (ABALX) has a higher volatility of 3.26% compared to DWS RREEF Real Assets Fund - Class A (AAAAX) at 3.03%. This indicates that ABALX's price experiences larger fluctuations and is considered to be riskier than AAAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ABALX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 3.03% | +0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 6.74% | 7.22% | -0.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.11% | 11.60% | -0.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.42% | 12.18% | -1.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.61% | 12.66% | -2.05% |