ABALX vs. FINFX
Compare and contrast key facts about American Funds American Balanced Fund Class A (ABALX) and American Funds Fundamental Investors® Class F-2 (FINFX).
ABALX is managed by American Funds. It was launched on Jul 26, 1975. FINFX is managed by American Funds. It was launched on Aug 1, 1978.
Performance
ABALX vs. FINFX - Performance Comparison
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ABALX vs. FINFX - 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% |
FINFX American Funds Fundamental Investors® Class F-2 | -6.09% | 24.44% | 22.98% | 26.14% | -16.47% | 22.68% | 15.16% | 27.34% | -7.96% | 23.00% |
Returns By Period
In the year-to-date period, ABALX achieves a -2.86% return, which is significantly higher than FINFX's -6.09% return. Over the past 10 years, ABALX has underperformed FINFX with an annualized return of 8.98%, while FINFX has yielded a comparatively higher 13.15% 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%
FINFX
- 1D
- -0.64%
- 1M
- -9.88%
- YTD
- -6.09%
- 6M
- -2.00%
- 1Y
- 20.68%
- 3Y*
- 19.59%
- 5Y*
- 11.80%
- 10Y*
- 13.15%
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ABALX vs. FINFX - Expense Ratio Comparison
ABALX has a 0.56% expense ratio, which is higher than FINFX's 0.39% expense ratio.
Return for Risk
ABALX vs. FINFX — Risk / Return Rank
ABALX
FINFX
ABALX vs. FINFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund Class A (ABALX) and American Funds Fundamental Investors® Class F-2 (FINFX). 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 | FINFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.43 | 1.17 | +0.26 |
Sortino ratioReturn per unit of downside risk | 2.09 | 1.77 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.25 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.00 | 1.62 | +0.38 |
Martin ratioReturn relative to average drawdown | 8.51 | 7.29 | +1.22 |
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 | FINFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | 1.17 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.71 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.75 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.55 | +0.23 |
Correlation
The correlation between ABALX and FINFX is 0.96, 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. FINFX - Dividend Comparison
ABALX's dividend yield for the trailing twelve months is around 8.54%, less than FINFX's 9.32% 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% |
FINFX American Funds Fundamental Investors® Class F-2 | 9.32% | 8.73% | 9.11% | 6.01% | 5.21% | 11.19% | 2.81% | 7.11% | 9.54% | 7.46% | 4.91% | 6.29% |
Drawdowns
ABALX vs. FINFX - Drawdown Comparison
The maximum ABALX drawdown since its inception was -40.20%, smaller than the maximum FINFX drawdown of -46.54%. Use the drawdown chart below to compare losses from any high point for ABALX and FINFX.
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Drawdown Indicators
| ABALX | FINFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.20% | -46.54% | +6.34% |
Max Drawdown (1Y)Largest decline over 1 year | -7.33% | -11.36% | +4.03% |
Max Drawdown (5Y)Largest decline over 5 years | -18.76% | -24.95% | +6.19% |
Max Drawdown (10Y)Largest decline over 10 years | -22.34% | -33.91% | +11.57% |
Current DrawdownCurrent decline from peak | -7.03% | -10.64% | +3.61% |
Average DrawdownAverage peak-to-trough decline | -3.86% | -6.04% | +2.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.73% | 2.53% | -0.80% |
Volatility
ABALX vs. FINFX - Volatility Comparison
The current volatility for American Funds American Balanced Fund Class A (ABALX) is 3.26%, while American Funds Fundamental Investors® Class F-2 (FINFX) has a volatility of 4.98%. This indicates that ABALX experiences smaller price fluctuations and is considered to be less risky than FINFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ABALX | FINFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 4.98% | -1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 6.74% | 10.65% | -3.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.11% | 17.95% | -6.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.42% | 16.67% | -6.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.61% | 17.65% | -7.04% |