AFMBX vs. VOO
Compare and contrast key facts about American Funds American Balanced Fund Class F-3 (AFMBX) and Vanguard S&P 500 ETF (VOO).
AFMBX is managed by American Funds. It was launched on Jul 26, 1975. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AFMBX or VOO.
Correlation
The correlation between AFMBX and VOO 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.
Performance
AFMBX vs. VOO - Performance Comparison
Key characteristics
AFMBX:
1.04
VOO:
2.22
AFMBX:
1.33
VOO:
2.95
AFMBX:
1.21
VOO:
1.42
AFMBX:
1.26
VOO:
3.27
AFMBX:
6.17
VOO:
14.57
AFMBX:
1.71%
VOO:
1.90%
AFMBX:
10.17%
VOO:
12.47%
AFMBX:
-22.34%
VOO:
-33.99%
AFMBX:
-6.51%
VOO:
-1.77%
Returns By Period
In the year-to-date period, AFMBX achieves a 10.06% return, which is significantly lower than VOO's 26.92% return.
AFMBX
10.06%
-4.82%
0.79%
10.55%
7.43%
N/A
VOO
26.92%
0.27%
10.43%
27.36%
14.95%
13.12%
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AFMBX vs. VOO - Expense Ratio Comparison
AFMBX has a 0.25% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
AFMBX vs. VOO - 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 Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
AFMBX's dividend yield for the trailing twelve months is around 1.18%, less than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFMBX American Funds American Balanced Fund Class F-3 | 1.18% | 2.66% | 2.02% | 1.49% | 1.62% | 2.20% | 2.41% | 2.08% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AFMBX vs. VOO - Drawdown Comparison
The maximum AFMBX drawdown since its inception was -22.34%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AFMBX and VOO. For additional features, visit the drawdowns tool.
Volatility
AFMBX vs. VOO - Volatility Comparison
American Funds American Balanced Fund Class F-3 (AFMBX) has a higher volatility of 6.28% compared to Vanguard S&P 500 ETF (VOO) at 3.77%. This indicates that AFMBX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.