AMBFX vs. FABLX
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 0.94, 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
AMBFX vs. FABLX - Performance Comparison
Key characteristics
Returns By Period
AMBFX
1.95%
1.92%
1.53%
11.73%
5.93%
5.77%
FABLX
N/A
N/A
N/A
N/A
N/A
N/A
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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.
Risk-Adjusted Performance
AMBFX vs. FABLX — Risk-Adjusted Performance Rank
AMBFX
FABLX
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.
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.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 3.65% | 9.28% |
FABLX Fidelity Advisor Balanced Fund Class A | 3.85% | 3.85% | 1.40% | 1.10% | 0.50% | 0.95% | 1.32% | 1.39% | 1.23% | 1.20% | 5.93% | 8.60% |
Drawdowns
AMBFX vs. FABLX - Drawdown Comparison
Volatility
AMBFX vs. FABLX - Volatility Comparison
American Funds American Balanced Fund® Class F-2 (AMBFX) has a higher volatility of 3.61% compared to Fidelity Advisor Balanced Fund Class A (FABLX) at 0.00%. This indicates that AMBFX's price experiences larger fluctuations and is considered to be riskier than FABLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.