ABALX vs. VOO
Compare and contrast key facts about American Funds American Balanced Fund Class A (ABALX) and Vanguard S&P 500 ETF (VOO).
ABALX is managed by American Funds. It was launched on Jul 26, 1975. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
ABALX vs. VOO - Performance Comparison
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ABALX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ABALX American Funds American Balanced Fund Class A | -1.12% | 18.45% | 14.63% | 13.65% | -12.13% | 15.75% | 10.85% | 18.60% | -3.35% | 14.69% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, ABALX achieves a -1.12% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, ABALX has underperformed VOO with an annualized return of 9.17%, while VOO has yielded a comparatively higher 14.14% annualized return.
ABALX
- 1D
- 1.79%
- 1M
- -4.88%
- YTD
- -1.12%
- 6M
- 2.08%
- 1Y
- 16.95%
- 3Y*
- 14.07%
- 5Y*
- 8.20%
- 10Y*
- 9.17%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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ABALX vs. VOO - Expense Ratio Comparison
ABALX has a 0.56% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
ABALX vs. VOO — Risk / Return Rank
ABALX
VOO
ABALX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund Class A (ABALX) and Vanguard S&P 500 ETF (VOO). 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 | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 1.01 | +0.55 |
Sortino ratioReturn per unit of downside risk | 2.28 | 1.53 | +0.75 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.23 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.43 | 1.55 | +0.88 |
Martin ratioReturn relative to average drawdown | 10.15 | 7.31 | +2.84 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 1.01 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.71 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.79 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.83 | -0.04 |
Correlation
The correlation between ABALX and VOO 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. VOO - Dividend Comparison
ABALX's dividend yield for the trailing twelve months is around 8.39%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ABALX American Funds American Balanced Fund Class A | 8.39% | 8.27% | 6.87% | 2.05% | 2.30% | 4.30% | 4.35% | 3.49% | 5.49% | 4.72% | 4.24% | 5.60% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
ABALX vs. VOO - Drawdown Comparison
The maximum ABALX drawdown since its inception was -40.20%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ABALX and VOO.
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Drawdown Indicators
| ABALX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.20% | -33.99% | -6.21% |
Max Drawdown (1Y)Largest decline over 1 year | -7.33% | -11.98% | +4.65% |
Max Drawdown (5Y)Largest decline over 5 years | -18.76% | -24.52% | +5.76% |
Max Drawdown (10Y)Largest decline over 10 years | -22.34% | -33.99% | +11.65% |
Current DrawdownCurrent decline from peak | -5.37% | -5.55% | +0.18% |
Average DrawdownAverage peak-to-trough decline | -3.86% | -3.72% | -0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.76% | 2.55% | -0.79% |
Volatility
ABALX vs. VOO - Volatility Comparison
The current volatility for American Funds American Balanced Fund Class A (ABALX) is 3.89%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. This indicates that ABALX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ABALX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.89% | 5.34% | -1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 6.96% | 9.47% | -2.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.22% | 18.11% | -6.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.45% | 16.82% | -6.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.63% | 17.99% | -7.36% |