AFMBX vs. TIBIX
Compare and contrast key facts about American Funds American Balanced Fund Class F-3 (AFMBX) and Thornburg Investment Income Builder Fund Class I (TIBIX).
AFMBX is managed by American Funds. It was launched on Jul 26, 1975. TIBIX is an actively managed fund by Thornburg. It was launched on Dec 24, 2002.
Performance
AFMBX vs. TIBIX - Performance Comparison
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AFMBX vs. TIBIX - 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% |
TIBIX Thornburg Investment Income Builder Fund Class I | 8.00% | 37.01% | 13.48% | 18.28% | -7.69% | 20.36% | -0.40% | 18.01% | -4.31% | 12.71% |
Returns By Period
In the year-to-date period, AFMBX achieves a -2.79% return, which is significantly lower than TIBIX's 8.00% return.
AFMBX
- 1D
- -0.11%
- 1M
- -6.77%
- YTD
- -2.79%
- 6M
- 1.01%
- 1Y
- 15.69%
- 3Y*
- 13.85%
- 5Y*
- 8.39%
- 10Y*
- —
TIBIX
- 1D
- 0.34%
- 1M
- -4.84%
- YTD
- 8.00%
- 6M
- 15.48%
- 1Y
- 36.10%
- 3Y*
- 23.52%
- 5Y*
- 15.26%
- 10Y*
- 11.99%
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AFMBX vs. TIBIX - Expense Ratio Comparison
AFMBX has a 0.25% expense ratio, which is lower than TIBIX's 0.93% expense ratio.
Return for Risk
AFMBX vs. TIBIX — Risk / Return Rank
AFMBX
TIBIX
AFMBX vs. TIBIX - 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 Thornburg Investment Income Builder Fund Class I (TIBIX). 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 | TIBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.46 | 3.35 | -1.89 |
Sortino ratioReturn per unit of downside risk | 2.14 | 4.27 | -2.13 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.74 | -0.44 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 4.14 | -2.09 |
Martin ratioReturn relative to average drawdown | 8.76 | 20.50 | -11.73 |
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 | TIBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 3.35 | -1.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 1.38 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.89 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.74 | +0.10 |
Correlation
The correlation between AFMBX and TIBIX is 0.76, 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. TIBIX - Dividend Comparison
AFMBX's dividend yield for the trailing twelve months is around 8.86%, more than TIBIX's 5.49% 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% |
TIBIX Thornburg Investment Income Builder Fund Class I | 5.49% | 5.83% | 5.67% | 4.89% | 5.89% | 5.33% | 4.31% | 4.46% | 4.77% | 4.52% | 4.14% | 4.66% |
Drawdowns
AFMBX vs. TIBIX - Drawdown Comparison
The maximum AFMBX drawdown since its inception was -22.34%, smaller than the maximum TIBIX drawdown of -48.88%. Use the drawdown chart below to compare losses from any high point for AFMBX and TIBIX.
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Drawdown Indicators
| AFMBX | TIBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.34% | -48.88% | +26.54% |
Max Drawdown (1Y)Largest decline over 1 year | -7.34% | -8.58% | +1.24% |
Max Drawdown (5Y)Largest decline over 5 years | -18.58% | -20.79% | +2.21% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.85% | — |
Current DrawdownCurrent decline from peak | -6.98% | -5.07% | -1.91% |
Average DrawdownAverage peak-to-trough decline | -3.25% | -6.00% | +2.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 1.73% | -0.01% |
Volatility
AFMBX vs. TIBIX - Volatility Comparison
American Funds American Balanced Fund Class F-3 (AFMBX) and Thornburg Investment Income Builder Fund Class I (TIBIX) have volatilities of 3.26% and 3.22%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AFMBX | TIBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 3.22% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 6.74% | 6.38% | +0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.10% | 10.73% | +0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.42% | 11.09% | -0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.16% | 13.47% | -2.31% |