AMBFX vs. FAIOX
Compare and contrast key facts about American Funds American Balanced Fund® Class F-2 (AMBFX) and Fidelity Advisor Balanced Fund I Class (FAIOX).
AMBFX is managed by American Funds. It was launched on Aug 5, 2008. FAIOX is managed by Fidelity. It was launched on Jul 3, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMBFX or FAIOX.
Key characteristics
| AMBFX | FAIOX | |
|---|---|---|
| YTD Return | 15.30% | 15.30% |
| 1Y Return | 22.46% | 22.09% |
| 3Y Return (Ann) | 5.52% | 4.66% |
| 5Y Return (Ann) | 8.89% | 11.32% |
| 10Y Return (Ann) | 8.59% | 9.64% |
| Sharpe Ratio | 2.68 | 2.65 |
| Sortino Ratio | 3.80 | 3.76 |
| Omega Ratio | 1.50 | 1.51 |
| Calmar Ratio | 4.15 | 3.27 |
| Martin Ratio | 18.33 | 16.81 |
| Ulcer Index | 1.22% | 1.30% |
| Daily Std Dev | 8.32% | 8.23% |
| Max Drawdown | -33.83% | -43.60% |
| Current Drawdown | -1.33% | -0.88% |
Correlation
The correlation between AMBFX and FAIOX 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. FAIOX - Performance Comparison
As of year-to-date, both investments have demonstrated similar returns, with AMBFX at 15.30% and FAIOX at 15.30%. Over the past 10 years, AMBFX has underperformed FAIOX with an annualized return of 8.59%, while FAIOX has yielded a comparatively higher 9.64% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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. FAIOX - Expense Ratio Comparison
AMBFX has a 0.35% expense ratio, which is lower than FAIOX's 0.56% expense ratio.
Risk-Adjusted Performance
AMBFX vs. FAIOX - 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 I Class (FAIOX). 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. FAIOX - Dividend Comparison
AMBFX's dividend yield for the trailing twelve months is around 2.34%, less than FAIOX's 4.37% 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% |
FAIOX Fidelity Advisor Balanced Fund I Class | 4.37% | 1.59% | 1.33% | 0.71% | 1.14% | 1.51% | 1.65% | 1.46% | 1.41% | 5.57% | 8.20% | 5.95% |
Drawdowns
AMBFX vs. FAIOX - Drawdown Comparison
The maximum AMBFX drawdown since its inception was -33.83%, smaller than the maximum FAIOX drawdown of -43.60%. Use the drawdown chart below to compare losses from any high point for AMBFX and FAIOX. For additional features, visit the drawdowns tool.
Volatility
AMBFX vs. FAIOX - Volatility Comparison
American Funds American Balanced Fund® Class F-2 (AMBFX) has a higher volatility of 2.29% compared to Fidelity Advisor Balanced Fund I Class (FAIOX) at 0.86%. This indicates that AMBFX's price experiences larger fluctuations and is considered to be riskier than FAIOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.