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AMBFX vs. FABLX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

AMBFX vs. FABLX

Last updated May 14, 2025

Compare and contrast key facts about American Funds American Balanced Fund® Class F-2 (AMBFX) and Fidelity Advisor Balanced Fund Class A (FABLX).

AMBFX is managed by American Funds. It was launched on Aug 5, 2008. FABLX is managed by Fidelity. It was launched on Sep 3, 1996.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMBFX or FABLX.

Correlation

The correlation between AMBFX and FABLX is 0.02, 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.

Performance

AMBFX vs. FABLX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds American Balanced Fund® Class F-2 (AMBFX) and Fidelity Advisor Balanced Fund Class A (FABLX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

AMBFX

YTD

2.30%

1M

5.68%

6M

-3.17%

1Y

6.37%

5Y*

7.71%

10Y*

5.40%

FABLX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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AMBFX vs. FABLX - Expense Ratio Comparison

AMBFX has a 0.35% expense ratio, which is lower than FABLX's 0.81% expense ratio.

FABLX
Fidelity Advisor Balanced Fund Class A
AMBFX
American Funds American Balanced Fund® Class F-2

Risk-Adjusted Performance

AMBFX vs. FABLX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
AMBFX
The Risk-Adjusted Performance Rank of AMBFX is 5050
Overall Rank
The Sharpe Ratio Rank of AMBFX is 5151
Sharpe Ratio Rank
The Sortino Ratio Rank of AMBFX is 4646
Sortino Ratio Rank
The Omega Ratio Rank of AMBFX is 4848
Omega Ratio Rank
The Calmar Ratio Rank of AMBFX is 5959
Calmar Ratio Rank
The Martin Ratio Rank of AMBFX is 4747
Martin Ratio Rank
FABLX
The Risk-Adjusted Performance Rank of FABLX is 8989
Overall Rank
The Sharpe Ratio Rank of FABLX is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of FABLX is 8888
Sortino Ratio Rank
The Omega Ratio Rank of FABLX is 8888
Omega Ratio Rank
The Calmar Ratio Rank of FABLX is 9090
Calmar Ratio Rank
The Martin Ratio Rank of FABLX is 9090
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AMBFX vs. FABLX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund® Class F-2 (AMBFX) and Fidelity Advisor Balanced Fund Class A (FABLX). 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

AMBFX vs. FABLX - Dividend Comparison

AMBFX's dividend yield for the trailing twelve months is around 2.26%, while FABLX has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
AMBFX
American Funds American Balanced Fund® Class F-2		2.26%2.31%2.57%1.90%1.40%1.53%2.10%2.31%1.97%1.98%2.74%8.47%
FABLX
Fidelity Advisor Balanced Fund Class A		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.26%5.24%0.00%0.00%

Drawdowns

AMBFX vs. FABLX - Drawdown Comparison

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Volatility

AMBFX vs. FABLX - Volatility Comparison

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