AIVGX vs. ABALX
Compare and contrast key facts about American Funds International Vantage Fund (AIVGX) and American Funds American Balanced Fund Class A (ABALX).
AIVGX is managed by American Funds. It was launched on Mar 31, 2011. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
AIVGX vs. ABALX - Performance Comparison
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AIVGX vs. ABALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AIVGX American Funds International Vantage Fund | -2.62% | 28.36% | 1.36% | 16.30% | -16.86% | 9.48% | 16.37% | 3.80% |
ABALX American Funds American Balanced Fund Class A | -1.12% | 18.45% | 14.63% | 13.65% | -12.13% | 15.75% | 10.85% | 2.76% |
Returns By Period
In the year-to-date period, AIVGX achieves a -2.62% return, which is significantly lower than ABALX's -1.12% return.
AIVGX
- 1D
- 3.03%
- 1M
- -6.76%
- YTD
- -2.62%
- 6M
- -0.14%
- 1Y
- 16.11%
- 3Y*
- 9.93%
- 5Y*
- 5.69%
- 10Y*
- —
ABALX
- 1D
- 1.79%
- 1M
- -4.88%
- YTD
- -1.12%
- 6M
- 2.08%
- 1Y
- 16.95%
- 3Y*
- 14.07%
- 5Y*
- 8.20%
- 10Y*
- 9.17%
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AIVGX vs. ABALX - Expense Ratio Comparison
AIVGX has a 0.59% expense ratio, which is higher than ABALX's 0.56% expense ratio.
Return for Risk
AIVGX vs. ABALX — Risk / Return Rank
AIVGX
ABALX
AIVGX vs. ABALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds International Vantage Fund (AIVGX) 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.
| AIVGX | ABALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.56 | -0.52 |
Sortino ratioReturn per unit of downside risk | 1.41 | 2.28 | -0.87 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.32 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 2.43 | -1.08 |
Martin ratioReturn relative to average drawdown | 5.35 | 10.15 | -4.80 |
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
| AIVGX | ABALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.56 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.79 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.87 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.79 | -0.32 |
Correlation
The correlation between AIVGX and ABALX 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.
Dividends
AIVGX vs. ABALX - Dividend Comparison
AIVGX's dividend yield for the trailing twelve months is around 3.55%, less than ABALX's 8.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVGX American Funds International Vantage Fund | 3.55% | 3.46% | 1.66% | 1.53% | 1.43% | 2.84% | 2.65% | 5.86% | 0.00% | 0.00% | 0.00% | 0.00% |
ABALX American Funds American Balanced Fund Class A | 8.39% | 8.27% | 6.87% | 2.05% | 2.30% | 4.30% | 4.35% | 3.49% | 5.49% | 4.72% | 4.24% | 5.60% |
Drawdowns
AIVGX vs. ABALX - Drawdown Comparison
The maximum AIVGX drawdown since its inception was -31.04%, smaller than the maximum ABALX drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for AIVGX and ABALX.
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Drawdown Indicators
| AIVGX | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.04% | -40.20% | +9.16% |
Max Drawdown (1Y)Largest decline over 1 year | -11.58% | -7.33% | -4.25% |
Max Drawdown (5Y)Largest decline over 5 years | -31.04% | -18.76% | -12.28% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.34% | — |
Current DrawdownCurrent decline from peak | -8.71% | -5.37% | -3.34% |
Average DrawdownAverage peak-to-trough decline | -7.10% | -3.86% | -3.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 1.76% | +1.18% |
Volatility
AIVGX vs. ABALX - Volatility Comparison
American Funds International Vantage Fund (AIVGX) has a higher volatility of 7.43% compared to American Funds American Balanced Fund Class A (ABALX) at 3.89%. This indicates that AIVGX's price experiences larger fluctuations and is considered to be riskier 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
| AIVGX | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.43% | 3.89% | +3.54% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 6.96% | +4.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.38% | 11.22% | +5.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.35% | 10.45% | +4.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.74% | 10.63% | +6.11% |