AFIFX vs. ABALX
Compare and contrast key facts about American Funds Fundamental Investors Class F-1 (AFIFX) and American Funds American Balanced Fund Class A (ABALX).
AFIFX is an actively managed fund by American Funds. It was launched on Mar 15, 2001. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
AFIFX vs. ABALX - Performance Comparison
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AFIFX vs. ABALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AFIFX American Funds Fundamental Investors Class F-1 | -6.14% | 24.12% | 22.68% | 25.78% | -16.69% | 22.36% | 14.85% | 27.00% | -8.19% | 22.70% |
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% |
Returns By Period
In the year-to-date period, AFIFX achieves a -6.14% return, which is significantly lower than ABALX's -2.86% return. Over the past 10 years, AFIFX has outperformed ABALX with an annualized return of 12.86%, while ABALX has yielded a comparatively lower 8.98% annualized return.
AFIFX
- 1D
- -0.62%
- 1M
- -9.89%
- YTD
- -6.14%
- 6M
- -2.12%
- 1Y
- 20.38%
- 3Y*
- 19.28%
- 5Y*
- 11.51%
- 10Y*
- 12.86%
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%
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AFIFX vs. ABALX - Expense Ratio Comparison
AFIFX has a 0.64% expense ratio, which is higher than ABALX's 0.56% expense ratio.
Return for Risk
AFIFX vs. ABALX — Risk / Return Rank
AFIFX
ABALX
AFIFX vs. ABALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors Class F-1 (AFIFX) 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.
| AFIFX | ABALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 1.43 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.74 | 2.09 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.29 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 2.00 | -0.40 |
Martin ratioReturn relative to average drawdown | 7.16 | 8.51 | -1.35 |
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
| AFIFX | ABALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 1.43 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.77 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.85 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.79 | -0.24 |
Correlation
The correlation between AFIFX and ABALX is 0.95, 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
AFIFX vs. ABALX - Dividend Comparison
AFIFX's dividend yield for the trailing twelve months is around 9.05%, more than ABALX's 8.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFIFX American Funds Fundamental Investors Class F-1 | 9.05% | 8.48% | 8.84% | 5.76% | 4.92% | 10.91% | 2.57% | 6.86% | 9.21% | 7.21% | 4.65% | 6.01% |
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% |
Drawdowns
AFIFX vs. ABALX - Drawdown Comparison
The maximum AFIFX drawdown since its inception was -53.25%, which is greater than ABALX's maximum drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for AFIFX and ABALX.
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Drawdown Indicators
| AFIFX | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.25% | -40.20% | -13.05% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -7.33% | -4.03% |
Max Drawdown (5Y)Largest decline over 5 years | -25.11% | -18.76% | -6.35% |
Max Drawdown (10Y)Largest decline over 10 years | -33.92% | -22.34% | -11.58% |
Current DrawdownCurrent decline from peak | -10.67% | -7.03% | -3.64% |
Average DrawdownAverage peak-to-trough decline | -7.41% | -3.86% | -3.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 1.73% | +0.81% |
Volatility
AFIFX vs. ABALX - Volatility Comparison
American Funds Fundamental Investors Class F-1 (AFIFX) has a higher volatility of 4.98% compared to American Funds American Balanced Fund Class A (ABALX) at 3.26%. This indicates that AFIFX'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.
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Volatility by Period
| AFIFX | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 3.26% | +1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 10.64% | 6.74% | +3.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.95% | 11.11% | +6.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.67% | 10.42% | +6.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.65% | 10.61% | +7.04% |