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.
Key characteristics
| AMBFX | FABLX | |
|---|---|---|
| YTD Return | 15.30% | 15.12% |
| 1Y Return | 22.46% | 21.86% |
| 3Y Return (Ann) | 5.52% | 4.40% |
| 5Y Return (Ann) | 8.89% | 11.05% |
| 10Y Return (Ann) | 8.59% | 9.35% |
| Sharpe Ratio | 2.68 | 2.61 |
| Sortino Ratio | 3.80 | 3.71 |
| Omega Ratio | 1.50 | 1.50 |
| Calmar Ratio | 4.15 | 3.02 |
| Martin Ratio | 18.33 | 16.49 |
| Ulcer Index | 1.22% | 1.31% |
| Daily Std Dev | 8.32% | 8.24% |
| Max Drawdown | -33.83% | -43.91% |
| Current Drawdown | -1.33% | -0.86% |
Correlation
The correlation between AMBFX and FABLX is 0.95, 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
The year-to-date returns for both stocks are quite close, with AMBFX having a 15.30% return and FABLX slightly lower at 15.12%. Over the past 10 years, AMBFX has underperformed FABLX with an annualized return of 8.59%, while FABLX has yielded a comparatively higher 9.35% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 2.34%, less than FABLX's 4.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMBFX American Funds American Balanced Fund® Class F-2 | 2.34% | 2.57% | 1.90% | 1.40% | 1.53% | 2.10% | 2.31% | 1.97% | 1.98% | 2.72% | 8.40% | 1.73% |
FABLX Fidelity Advisor Balanced Fund Class A | 4.25% | 1.40% | 1.10% | 0.50% | 0.95% | 1.32% | 1.39% | 1.23% | 1.20% | 5.34% | 7.92% | 5.65% |
Drawdowns
AMBFX vs. FABLX - Drawdown Comparison
The maximum AMBFX drawdown since its inception was -33.83%, smaller than the maximum FABLX drawdown of -43.91%. Use the drawdown chart below to compare losses from any high point for AMBFX and FABLX. For additional features, visit the drawdowns tool.
Volatility
AMBFX vs. FABLX - Volatility Comparison
American Funds American Balanced Fund® Class F-2 (AMBFX) has a higher volatility of 2.29% compared to Fidelity Advisor Balanced Fund Class A (FABLX) at 0.83%. 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.