AFMBX vs. VWINX
Compare and contrast key facts about American Funds American Balanced Fund Class F-3 (AFMBX) and Vanguard Wellesley Income Fund Investor Shares (VWINX).
AFMBX is managed by American Funds. It was launched on Jul 26, 1975. VWINX is managed by Vanguard. It was launched on Jul 1, 1970.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AFMBX or VWINX.
Key characteristics
| AFMBX | VWINX | |
|---|---|---|
| YTD Return | 2.64% | -0.32% |
| 1Y Return | 13.58% | 4.81% |
| 3Y Return (Ann) | 3.98% | 0.70% |
| 5Y Return (Ann) | 7.79% | 4.28% |
| Sharpe Ratio | 1.61 | 0.63 |
| Daily Std Dev | 8.05% | 7.68% |
| Max Drawdown | -22.34% | -21.72% |
| Current Drawdown | -3.40% | -3.06% |
Correlation
The correlation between AFMBX and VWINX is 0.81, 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. VWINX - Performance Comparison
In the year-to-date period, AFMBX achieves a 2.64% return, which is significantly higher than VWINX's -0.32% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AFMBX vs. VWINX - Expense Ratio Comparison
AFMBX has a 0.25% expense ratio, which is higher than VWINX's 0.23% 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. VWINX - 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 Wellesley Income Fund Investor Shares (VWINX). 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. VWINX - Dividend Comparison
AFMBX's dividend yield for the trailing twelve months is around 2.64%, less than VWINX's 4.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFMBX American Funds American Balanced Fund Class F-3 | 2.64% | 2.66% | 2.63% | 4.60% | 4.65% | 4.29% | 6.48% | 5.66% | 0.00% | 0.00% | 0.00% | 0.00% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 4.84% | 4.73% | 7.67% | 6.03% | 4.30% | 3.94% | 7.56% | 4.00% | 4.00% | 5.60% | 4.92% | 5.79% |
Drawdowns
AFMBX vs. VWINX - Drawdown Comparison
The maximum AFMBX drawdown since its inception was -22.34%, roughly equal to the maximum VWINX drawdown of -21.72%. Use the drawdown chart below to compare losses from any high point for AFMBX and VWINX. For additional features, visit the drawdowns tool.
Volatility
AFMBX vs. VWINX - Volatility Comparison
American Funds American Balanced Fund Class F-3 (AFMBX) has a higher volatility of 2.69% compared to Vanguard Wellesley Income Fund Investor Shares (VWINX) at 1.96%. This indicates that AFMBX's price experiences larger fluctuations and is considered to be riskier than VWINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.