AIBAX vs. ABALX
Compare and contrast key facts about American Funds Intermediate Bond Fund of America (AIBAX) and American Funds American Balanced Fund Class A (ABALX).
AIBAX is managed by American Funds. It was launched on Feb 19, 1988. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
AIBAX vs. ABALX - Performance Comparison
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AIBAX vs. ABALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIBAX American Funds Intermediate Bond Fund of America | -0.59% | 6.83% | 2.91% | 4.09% | -8.02% | -0.89% | 7.36% | 4.40% | 0.92% | 1.06% |
ABALX American Funds American Balanced Fund Class A | -2.86% | 18.45% | 14.63% | 13.65% | -12.13% | 15.75% | 10.85% | 18.60% | -3.35% | 14.69% |
Returns By Period
In the year-to-date period, AIBAX achieves a -0.59% return, which is significantly higher than ABALX's -2.86% return. Over the past 10 years, AIBAX has underperformed ABALX with an annualized return of 1.65%, while ABALX has yielded a comparatively higher 8.98% annualized return.
AIBAX
- 1D
- 0.32%
- 1M
- -1.72%
- YTD
- -0.59%
- 6M
- 0.60%
- 1Y
- 3.58%
- 3Y*
- 3.58%
- 5Y*
- 0.96%
- 10Y*
- 1.65%
ABALX
- 1D
- -0.14%
- 1M
- -6.82%
- YTD
- -2.86%
- 6M
- 0.85%
- 1Y
- 15.33%
- 3Y*
- 13.40%
- 5Y*
- 8.00%
- 10Y*
- 8.98%
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AIBAX vs. ABALX - Expense Ratio Comparison
AIBAX has a 0.63% expense ratio, which is higher than ABALX's 0.56% expense ratio.
Return for Risk
AIBAX vs. ABALX — Risk / Return Rank
AIBAX
ABALX
AIBAX vs. ABALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Intermediate Bond Fund of America (AIBAX) and American Funds American Balanced Fund Class A (ABALX). 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.
| AIBAX | ABALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.43 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.87 | 2.09 | -0.22 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.29 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 2.00 | +0.02 |
Martin ratioReturn relative to average drawdown | 6.87 | 8.51 | -1.65 |
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
| AIBAX | ABALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.43 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.77 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.85 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.26 | 0.79 | +0.47 |
Correlation
The correlation between AIBAX and ABALX is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
AIBAX vs. ABALX - Dividend Comparison
AIBAX's dividend yield for the trailing twelve months is around 3.54%, less than ABALX's 8.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIBAX American Funds Intermediate Bond Fund of America | 3.54% | 3.87% | 4.00% | 3.01% | 1.63% | 0.91% | 3.25% | 2.59% | 1.66% | 1.21% | 1.72% | 1.85% |
ABALX American Funds American Balanced Fund Class A | 8.54% | 8.27% | 6.87% | 2.05% | 2.30% | 4.30% | 4.35% | 3.49% | 5.49% | 4.72% | 4.24% | 5.60% |
Drawdowns
AIBAX vs. ABALX - Drawdown Comparison
The maximum AIBAX drawdown since its inception was -11.42%, smaller than the maximum ABALX drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for AIBAX and ABALX.
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Drawdown Indicators
| AIBAX | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.42% | -40.20% | +28.78% |
Max Drawdown (1Y)Largest decline over 1 year | -2.18% | -7.33% | +5.15% |
Max Drawdown (5Y)Largest decline over 5 years | -11.33% | -18.76% | +7.43% |
Max Drawdown (10Y)Largest decline over 10 years | -11.42% | -22.34% | +10.92% |
Current DrawdownCurrent decline from peak | -1.72% | -7.03% | +5.31% |
Average DrawdownAverage peak-to-trough decline | -1.19% | -3.86% | +2.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.64% | 1.73% | -1.09% |
Volatility
AIBAX vs. ABALX - Volatility Comparison
The current volatility for American Funds Intermediate Bond Fund of America (AIBAX) is 1.07%, while American Funds American Balanced Fund Class A (ABALX) has a volatility of 3.26%. This indicates that AIBAX experiences smaller price fluctuations and is considered to be less risky than ABALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIBAX | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 3.26% | -2.19% |
Volatility (6M)Calculated over the trailing 6-month period | 1.75% | 6.74% | -4.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.31% | 11.11% | -7.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.15% | 10.42% | -6.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.27% | 10.61% | -7.34% |