AFMBX vs. AGTHX
Compare and contrast key facts about American Funds American Balanced Fund Class F-3 (AFMBX) and American Funds The Growth Fund of America Class A (AGTHX).
AFMBX is managed by American Funds. It was launched on Jul 26, 1975. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Performance
AFMBX vs. AGTHX - Performance Comparison
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AFMBX vs. AGTHX - 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% |
AGTHX American Funds The Growth Fund of America Class A | -11.22% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 16.24% |
Returns By Period
In the year-to-date period, AFMBX achieves a -2.79% return, which is significantly higher than AGTHX's -11.22% return.
AFMBX
- 1D
- -0.11%
- 1M
- -6.77%
- YTD
- -2.79%
- 6M
- 1.01%
- 1Y
- 15.69%
- 3Y*
- 13.85%
- 5Y*
- 8.39%
- 10Y*
- —
AGTHX
- 1D
- -0.47%
- 1M
- -9.65%
- YTD
- -11.22%
- 6M
- -9.87%
- 1Y
- 13.59%
- 3Y*
- 18.87%
- 5Y*
- 8.53%
- 10Y*
- 13.92%
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AFMBX vs. AGTHX - Expense Ratio Comparison
AFMBX has a 0.25% expense ratio, which is lower than AGTHX's 0.61% expense ratio.
Return for Risk
AFMBX vs. AGTHX — Risk / Return Rank
AFMBX
AGTHX
AFMBX vs. AGTHX - 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 American Funds The Growth Fund of America Class A (AGTHX). 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 | AGTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.46 | 0.65 | +0.82 |
Sortino ratioReturn per unit of downside risk | 2.14 | 1.07 | +1.07 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.15 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 0.76 | +1.29 |
Martin ratioReturn relative to average drawdown | 8.76 | 2.93 | +5.84 |
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
| AFMBX | AGTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 0.65 | +0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.42 | +0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.71 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.68 | +0.16 |
Correlation
The correlation between AFMBX and AGTHX is 0.90, 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. AGTHX - Dividend Comparison
AFMBX's dividend yield for the trailing twelve months is around 8.86%, less than AGTHX's 12.05% 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% |
AGTHX American Funds The Growth Fund of America Class A | 12.05% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
Drawdowns
AFMBX vs. AGTHX - Drawdown Comparison
The maximum AFMBX drawdown since its inception was -22.34%, smaller than the maximum AGTHX drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for AFMBX and AGTHX.
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Drawdown Indicators
| AFMBX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.34% | -51.91% | +29.57% |
Max Drawdown (1Y)Largest decline over 1 year | -7.34% | -13.76% | +6.42% |
Max Drawdown (5Y)Largest decline over 5 years | -18.58% | -36.38% | +17.80% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.38% | — |
Current DrawdownCurrent decline from peak | -6.98% | -13.76% | +6.78% |
Average DrawdownAverage peak-to-trough decline | -3.25% | -9.23% | +5.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 3.57% | -1.85% |
Volatility
AFMBX vs. AGTHX - Volatility Comparison
The current volatility for American Funds American Balanced Fund Class F-3 (AFMBX) is 3.26%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 5.46%. This indicates that AFMBX experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AFMBX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 5.46% | -2.20% |
Volatility (6M)Calculated over the trailing 6-month period | 6.74% | 11.61% | -4.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.10% | 20.76% | -9.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.42% | 20.17% | -9.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.16% | 19.61% | -8.45% |