AFMBX vs. AAAAX
Compare and contrast key facts about American Funds American Balanced Fund Class F-3 (AFMBX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
AFMBX is managed by American Funds. It was launched on Jul 26, 1975. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
AFMBX vs. AAAAX - Performance Comparison
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AFMBX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AFMBX American Funds American Balanced Fund Class F-3 | -2.79% | 18.82% | 15.36% | 13.89% | -11.83% | 16.12% | 11.17% | 18.96% | -3.07% | 10.06% |
AAAAX DWS RREEF Real Assets Fund - Class A | 8.59% | 12.82% | 5.24% | 2.30% | -9.91% | 23.45% | 3.71% | 21.42% | -5.36% | 10.75% |
Returns By Period
In the year-to-date period, AFMBX achieves a -2.79% return, which is significantly lower than AAAAX's 8.59% return.
AFMBX
- 1D
- -0.11%
- 1M
- -6.77%
- YTD
- -2.79%
- 6M
- 1.01%
- 1Y
- 15.69%
- 3Y*
- 13.85%
- 5Y*
- 8.39%
- 10Y*
- —
AAAAX
- 1D
- 0.36%
- 1M
- -4.37%
- YTD
- 8.59%
- 6M
- 10.72%
- 1Y
- 16.80%
- 3Y*
- 9.80%
- 5Y*
- 6.74%
- 10Y*
- 7.28%
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AFMBX vs. AAAAX - Expense Ratio Comparison
AFMBX has a 0.25% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
AFMBX vs. AAAAX — Risk / Return Rank
AFMBX
AAAAX
AFMBX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund Class F-3 (AFMBX) and DWS RREEF Real Assets Fund - Class A (AAAAX). 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.
| AFMBX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.46 | 1.49 | -0.03 |
Sortino ratioReturn per unit of downside risk | 2.14 | 2.00 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.30 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 1.80 | +0.25 |
Martin ratioReturn relative to average drawdown | 8.76 | 9.69 | -0.92 |
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
| AFMBX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 1.49 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.56 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.58 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.38 | +0.46 |
Correlation
The correlation between AFMBX and AAAAX is 0.74, 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
AFMBX vs. AAAAX - Dividend Comparison
AFMBX's dividend yield for the trailing twelve months is around 8.86%, more than AAAAX's 3.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFMBX American Funds American Balanced Fund Class F-3 | 8.86% | 8.57% | 7.51% | 2.27% | 2.63% | 4.60% | 4.65% | 3.78% | 5.81% | 4.94% | 0.00% | 0.00% |
AAAAX DWS RREEF Real Assets Fund - Class A | 3.26% | 3.54% | 2.45% | 2.08% | 4.17% | 2.31% | 1.33% | 1.81% | 1.61% | 1.52% | 1.47% | 2.15% |
Drawdowns
AFMBX vs. AAAAX - Drawdown Comparison
The maximum AFMBX drawdown since its inception was -22.34%, smaller than the maximum AAAAX drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for AFMBX and AAAAX.
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Drawdown Indicators
| AFMBX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.34% | -40.47% | +18.13% |
Max Drawdown (1Y)Largest decline over 1 year | -7.34% | -9.55% | +2.21% |
Max Drawdown (5Y)Largest decline over 5 years | -18.58% | -22.62% | +4.04% |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.41% | — |
Current DrawdownCurrent decline from peak | -6.98% | -4.57% | -2.41% |
Average DrawdownAverage peak-to-trough decline | -3.25% | -6.89% | +3.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 1.77% | -0.05% |
Volatility
AFMBX vs. AAAAX - Volatility Comparison
American Funds American Balanced Fund Class F-3 (AFMBX) has a higher volatility of 3.26% compared to DWS RREEF Real Assets Fund - Class A (AAAAX) at 3.03%. This indicates that AFMBX's price experiences larger fluctuations and is considered to be riskier than AAAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AFMBX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 3.03% | +0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 6.74% | 7.22% | -0.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.10% | 11.60% | -0.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.42% | 12.18% | -1.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.16% | 12.66% | -1.50% |