AMBFX vs. BALFX
Compare and contrast key facts about American Funds American Balanced Fund® Class F-2 (AMBFX) and American Funds American Balanced Fund (BALFX).
AMBFX is managed by American Funds. It was launched on Aug 5, 2008. BALFX is managed by American Funds. It was launched on Mar 15, 2001.
Performance
AMBFX vs. BALFX - Performance Comparison
Loading graphics...
AMBFX vs. BALFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMBFX American Funds American Balanced Fund® Class F-2 | -2.82% | 18.67% | 15.25% | 13.81% | -11.93% | 16.00% | 11.06% | 19.45% | -2.69% | 14.85% |
BALFX American Funds American Balanced Fund | -2.88% | 18.40% | 14.91% | 13.62% | -12.19% | 15.69% | 10.81% | 18.50% | -3.54% | 14.63% |
Returns By Period
The year-to-date returns for both stocks are quite close, with AMBFX having a -2.82% return and BALFX slightly lower at -2.88%. Both investments have delivered pretty close results over the past 10 years, with AMBFX having a 9.33% annualized return and BALFX not far behind at 8.93%.
AMBFX
- 1D
- -0.14%
- 1M
- -6.81%
- YTD
- -2.82%
- 6M
- 0.93%
- 1Y
- 15.54%
- 3Y*
- 13.72%
- 5Y*
- 8.28%
- 10Y*
- 9.33%
BALFX
- 1D
- -0.14%
- 1M
- -6.82%
- YTD
- -2.88%
- 6M
- 0.82%
- 1Y
- 15.28%
- 3Y*
- 13.46%
- 5Y*
- 8.01%
- 10Y*
- 8.93%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AMBFX vs. BALFX - Expense Ratio Comparison
AMBFX has a 0.35% expense ratio, which is lower than BALFX's 0.62% expense ratio.
Return for Risk
AMBFX vs. BALFX — Risk / Return Rank
AMBFX
BALFX
AMBFX vs. BALFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund® Class F-2 (AMBFX) and American Funds American Balanced Fund (BALFX). 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.
| AMBFX | BALFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 1.42 | +0.03 |
Sortino ratioReturn per unit of downside risk | 2.12 | 2.08 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.29 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.03 | 1.99 | +0.04 |
Martin ratioReturn relative to average drawdown | 8.67 | 8.46 | +0.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AMBFX | BALFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 1.42 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.77 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.85 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.65 | +0.08 |
Correlation
The correlation between AMBFX and BALFX is 1.00, 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
AMBFX vs. BALFX - Dividend Comparison
AMBFX's dividend yield for the trailing twelve months is around 8.75%, more than BALFX's 8.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMBFX American Funds American Balanced Fund® Class F-2 | 8.75% | 8.47% | 7.40% | 2.20% | 2.52% | 4.50% | 4.56% | 4.19% | 6.20% | 4.85% | 4.46% | 5.81% |
BALFX American Funds American Balanced Fund | 8.48% | 8.22% | 7.14% | 2.02% | 2.24% | 4.24% | 4.31% | 3.44% | 5.30% | 4.66% | 4.18% | 5.54% |
Drawdowns
AMBFX vs. BALFX - Drawdown Comparison
The maximum AMBFX drawdown since its inception was -35.05%, smaller than the maximum BALFX drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for AMBFX and BALFX.
Loading graphics...
Drawdown Indicators
| AMBFX | BALFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.05% | -40.20% | +5.15% |
Max Drawdown (1Y)Largest decline over 1 year | -7.34% | -7.34% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -18.65% | -18.81% | +0.16% |
Max Drawdown (10Y)Largest decline over 10 years | -22.31% | -22.34% | +0.03% |
Current DrawdownCurrent decline from peak | -7.00% | -7.03% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -3.61% | -4.18% | +0.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 1.73% | -0.01% |
Volatility
AMBFX vs. BALFX - Volatility Comparison
American Funds American Balanced Fund® Class F-2 (AMBFX) and American Funds American Balanced Fund (BALFX) have volatilities of 3.26% and 3.28%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AMBFX | BALFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 3.28% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 6.73% | 6.75% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.10% | 11.10% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.42% | 10.41% | +0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.62% | 10.61% | +0.01% |