AEPGX vs. ABALX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class A (AEPGX) and American Funds American Balanced Fund Class A (ABALX).
AEPGX is managed by American Funds. It was launched on Apr 16, 1984. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AEPGX or ABALX.
Key characteristics
| AEPGX | ABALX | |
|---|---|---|
| YTD Return | 5.81% | 3.94% |
| 1Y Return | 10.36% | 13.78% |
| 3Y Return (Ann) | -3.52% | 4.13% |
| 5Y Return (Ann) | 4.80% | 7.79% |
| 10Y Return (Ann) | 4.61% | 7.88% |
| Sharpe Ratio | 0.81 | 1.81 |
| Daily Std Dev | 13.28% | 8.03% |
| Max Drawdown | -65.47% | -39.31% |
| Current Drawdown | -14.21% | -2.10% |
Correlation
The correlation between AEPGX and ABALX is 0.58, 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.
Performance
AEPGX vs. ABALX - Performance Comparison
In the year-to-date period, AEPGX achieves a 5.81% return, which is significantly higher than ABALX's 3.94% return. Over the past 10 years, AEPGX has underperformed ABALX with an annualized return of 4.61%, while ABALX has yielded a comparatively higher 7.88% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AEPGX vs. ABALX - Expense Ratio Comparison
AEPGX has a 0.80% expense ratio, which is higher than ABALX's 0.56% expense ratio.
Risk-Adjusted Performance
AEPGX vs. ABALX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class A (AEPGX) and American Funds American Balanced Fund Class A (ABALX). 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
AEPGX vs. ABALX - Dividend Comparison
AEPGX's dividend yield for the trailing twelve months is around 3.37%, more than ABALX's 2.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | 3.37% | 3.57% | 1.72% | 5.15% | 0.17% | 2.79% | 6.34% | 4.66% | 1.24% | 3.05% | 1.38% | 0.91% |
ABALX American Funds American Balanced Fund Class A | 2.31% | 2.36% | 2.30% | 4.30% | 4.35% | 4.00% | 6.17% | 5.37% | 4.21% | 5.97% | 8.09% | 1.54% |
Drawdowns
AEPGX vs. ABALX - Drawdown Comparison
The maximum AEPGX drawdown since its inception was -65.47%, which is greater than ABALX's maximum drawdown of -39.31%. Use the drawdown chart below to compare losses from any high point for AEPGX and ABALX. For additional features, visit the drawdowns tool.
Volatility
AEPGX vs. ABALX - Volatility Comparison
American Funds EuroPacific Growth Fund Class A (AEPGX) has a higher volatility of 3.37% compared to American Funds American Balanced Fund Class A (ABALX) at 2.51%. This indicates that AEPGX's price experiences larger fluctuations and is considered to be riskier than ABALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.