ABALX vs. RERGX
Compare and contrast key facts about American Funds American Balanced Fund Class A (ABALX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
ABALX is managed by American Funds. It was launched on Jul 26, 1975. RERGX is managed by American Funds.
Performance
ABALX vs. RERGX - Performance Comparison
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ABALX vs. RERGX - 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -5.45% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
Returns By Period
In the year-to-date period, ABALX achieves a -2.86% return, which is significantly higher than RERGX's -5.45% return. Over the past 10 years, ABALX has outperformed RERGX with an annualized return of 8.98%, while RERGX has yielded a comparatively lower 7.68% 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%
RERGX
- 1D
- -0.16%
- 1M
- -12.20%
- YTD
- -5.45%
- 6M
- -0.97%
- 1Y
- 19.17%
- 3Y*
- 10.00%
- 5Y*
- 3.13%
- 10Y*
- 7.68%
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ABALX vs. RERGX - Expense Ratio Comparison
ABALX has a 0.56% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Return for Risk
ABALX vs. RERGX — Risk / Return Rank
ABALX
RERGX
ABALX vs. RERGX - 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 EuroPacific Growth Fund Class R-6 (RERGX). 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 | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.43 | 1.10 | +0.33 |
Sortino ratioReturn per unit of downside risk | 2.09 | 1.52 | +0.57 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.22 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.00 | 1.27 | +0.74 |
Martin ratioReturn relative to average drawdown | 8.51 | 4.87 | +3.64 |
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 | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | 1.10 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.19 | +0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.46 | +0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.37 | +0.42 |
Correlation
The correlation between ABALX and RERGX is 0.81, 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. RERGX - Dividend Comparison
ABALX's dividend yield for the trailing twelve months is around 8.54%, less than RERGX's 14.76% 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.76% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
ABALX vs. RERGX - Drawdown Comparison
The maximum ABALX drawdown since its inception was -40.20%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for ABALX and RERGX.
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Drawdown Indicators
| ABALX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.20% | -37.30% | -2.90% |
Max Drawdown (1Y)Largest decline over 1 year | -7.33% | -12.52% | +5.19% |
Max Drawdown (5Y)Largest decline over 5 years | -18.76% | -37.30% | +18.54% |
Max Drawdown (10Y)Largest decline over 10 years | -22.34% | -37.30% | +14.96% |
Current DrawdownCurrent decline from peak | -7.03% | -12.52% | +5.49% |
Average DrawdownAverage peak-to-trough decline | -3.86% | -9.28% | +5.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.73% | 3.25% | -1.52% |
Volatility
ABALX vs. RERGX - Volatility Comparison
The current volatility for American Funds American Balanced Fund Class A (ABALX) is 3.26%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 6.59%. This indicates that ABALX experiences smaller price fluctuations and is considered to be less risky than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ABALX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 6.59% | -3.33% |
Volatility (6M)Calculated over the trailing 6-month period | 6.74% | 11.23% | -4.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.11% | 16.21% | -5.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.42% | 16.43% | -6.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.61% | 16.78% | -6.17% |