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 0.80, 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
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Key characteristics
AFMBX:
4.15%
VOO:
19.11%
AFMBX:
-0.35%
VOO:
-33.99%
AFMBX:
-0.09%
VOO:
-7.67%
Returns By Period
AFMBX
N/A
N/A
N/A
N/A
N/A
N/A
VOO
-3.41%
5.73%
-5.06%
9.79%
16.35%
12.31%
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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 Rank
AFMBX
VOO
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.
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Dividends
AFMBX vs. VOO - Dividend Comparison
AFMBX's dividend yield for the trailing twelve months is around 2.42%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFMBX American Funds American Balanced Fund Class F-3 | 2.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
AFMBX vs. VOO - Drawdown Comparison
The maximum AFMBX drawdown since its inception was -0.35%, 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.
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Volatility
AFMBX vs. VOO - Volatility Comparison
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