ABALX vs. AEPGX
Compare and contrast key facts about American Funds American Balanced Fund Class A (ABALX) and American Funds EuroPacific Growth Fund Class A (AEPGX).
ABALX is managed by American Funds. It was launched on Jul 26, 1975. AEPGX is managed by American Funds. It was launched on Apr 16, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ABALX or AEPGX.
Performance
ABALX vs. AEPGX - Performance Comparison
Returns By Period
In the year-to-date period, ABALX achieves a 14.57% return, which is significantly higher than AEPGX's 4.27% return. Over the past 10 years, ABALX has outperformed AEPGX with an annualized return of 8.22%, while AEPGX has yielded a comparatively lower 2.71% annualized return.
ABALX
14.57%
-0.38%
7.47%
20.71%
8.63%
8.22%
AEPGX
4.27%
-3.92%
-4.45%
7.58%
1.99%
2.71%
Key characteristics
| ABALX | AEPGX | |
|---|---|---|
| Sharpe Ratio | 2.45 | 0.57 |
| Sortino Ratio | 3.47 | 0.87 |
| Omega Ratio | 1.46 | 1.11 |
| Calmar Ratio | 4.08 | 0.27 |
| Martin Ratio | 16.44 | 2.42 |
| Ulcer Index | 1.25% | 2.97% |
| Daily Std Dev | 8.38% | 12.65% |
| Max Drawdown | -39.31% | -52.42% |
| Current Drawdown | -1.79% | -20.56% |
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ABALX vs. AEPGX - Expense Ratio Comparison
ABALX has a 0.56% expense ratio, which is lower than AEPGX's 0.80% expense ratio.
Correlation
The correlation between ABALX and AEPGX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
ABALX vs. AEPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund Class A (ABALX) and American Funds EuroPacific Growth Fund Class A (AEPGX). 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
ABALX vs. AEPGX - Dividend Comparison
ABALX's dividend yield for the trailing twelve months is around 2.16%, more than AEPGX's 1.66% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ABALX American Funds American Balanced Fund Class A | 2.16% | 2.36% | 1.69% | 1.20% | 1.32% | 1.91% | 2.10% | 1.79% | 1.77% | 2.47% | 8.09% | 1.54% |
AEPGX American Funds EuroPacific Growth Fund Class A | 1.66% | 1.63% | 1.18% | 1.45% | 0.17% | 1.04% | 1.36% | 0.86% | 1.24% | 1.75% | 1.38% | 0.91% |
Drawdowns
ABALX vs. AEPGX - Drawdown Comparison
The maximum ABALX drawdown since its inception was -39.31%, smaller than the maximum AEPGX drawdown of -52.42%. Use the drawdown chart below to compare losses from any high point for ABALX and AEPGX. For additional features, visit the drawdowns tool.
Volatility
ABALX vs. AEPGX - Volatility Comparison
The current volatility for American Funds American Balanced Fund Class A (ABALX) is 2.47%, while American Funds EuroPacific Growth Fund Class A (AEPGX) has a volatility of 3.25%. This indicates that ABALX experiences smaller price fluctuations and is considered to be less risky than AEPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.