AFMBX vs. DREVX
Compare and contrast key facts about American Funds American Balanced Fund Class F-3 (AFMBX) and BNY Mellon Large Cap Securities Fund (DREVX).
AFMBX is managed by American Funds. It was launched on Jul 26, 1975. DREVX is managed by BNY Mellon. It was launched on May 24, 1951.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AFMBX or DREVX.
Correlation
The correlation between AFMBX and DREVX is 0.91, 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.
Performance
AFMBX vs. DREVX - Performance Comparison
Key characteristics
AFMBX:
0.98
DREVX:
1.30
AFMBX:
1.26
DREVX:
1.67
AFMBX:
1.20
DREVX:
1.27
AFMBX:
1.19
DREVX:
1.80
AFMBX:
5.99
DREVX:
7.78
AFMBX:
1.66%
DREVX:
2.68%
AFMBX:
10.18%
DREVX:
16.04%
AFMBX:
-22.34%
DREVX:
-54.68%
AFMBX:
-7.13%
DREVX:
-10.00%
Returns By Period
In the year-to-date period, AFMBX achieves a 9.33% return, which is significantly lower than DREVX's 19.92% return.
AFMBX
9.33%
-5.45%
0.18%
9.81%
7.35%
N/A
DREVX
19.92%
-7.90%
-0.04%
20.36%
15.65%
12.89%
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AFMBX vs. DREVX - Expense Ratio Comparison
AFMBX has a 0.25% expense ratio, which is lower than DREVX's 0.70% expense ratio.
Risk-Adjusted Performance
AFMBX vs. DREVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund Class F-3 (AFMBX) and BNY Mellon Large Cap Securities Fund (DREVX). 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
AFMBX vs. DREVX - Dividend Comparison
AFMBX's dividend yield for the trailing twelve months is around 1.19%, more than DREVX's 0.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFMBX American Funds American Balanced Fund Class F-3 | 1.19% | 2.66% | 2.02% | 1.49% | 1.62% | 2.20% | 2.41% | 2.08% | 0.00% | 0.00% | 0.00% | 0.00% |
DREVX BNY Mellon Large Cap Securities Fund | 0.19% | 0.37% | 0.44% | 0.32% | 0.61% | 1.19% | 1.10% | 0.88% | 1.06% | 0.83% | 0.64% | 0.82% |
Drawdowns
AFMBX vs. DREVX - Drawdown Comparison
The maximum AFMBX drawdown since its inception was -22.34%, smaller than the maximum DREVX drawdown of -54.68%. Use the drawdown chart below to compare losses from any high point for AFMBX and DREVX. For additional features, visit the drawdowns tool.
Volatility
AFMBX vs. DREVX - Volatility Comparison
The current volatility for American Funds American Balanced Fund Class F-3 (AFMBX) is 6.24%, while BNY Mellon Large Cap Securities Fund (DREVX) has a volatility of 8.66%. This indicates that AFMBX experiences smaller price fluctuations and is considered to be less risky than DREVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.