AMBFX vs. FPURX
Compare and contrast key facts about American Funds American Balanced Fund® Class F-2 (AMBFX) and Fidelity Puritan Fund (FPURX).
AMBFX is managed by American Funds. It was launched on Aug 5, 2008. FPURX is managed by Fidelity. It was launched on Apr 16, 1947.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMBFX or FPURX.
Key characteristics
| AMBFX | FPURX | |
|---|---|---|
| YTD Return | 15.30% | 19.27% |
| 1Y Return | 22.46% | 25.45% |
| 3Y Return (Ann) | 5.52% | 1.32% |
| 5Y Return (Ann) | 8.89% | 5.72% |
| 10Y Return (Ann) | 8.59% | 4.81% |
| Sharpe Ratio | 2.68 | 2.49 |
| Sortino Ratio | 3.80 | 3.49 |
| Omega Ratio | 1.50 | 1.46 |
| Calmar Ratio | 4.15 | 1.10 |
| Martin Ratio | 18.33 | 14.85 |
| Ulcer Index | 1.22% | 1.68% |
| Daily Std Dev | 8.32% | 9.99% |
| Max Drawdown | -33.83% | -33.59% |
| Current Drawdown | -1.33% | -2.97% |
Correlation
The correlation between AMBFX and FPURX is 0.93, 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. FPURX - Performance Comparison
In the year-to-date period, AMBFX achieves a 15.30% return, which is significantly lower than FPURX's 19.27% return. Over the past 10 years, AMBFX has outperformed FPURX with an annualized return of 8.59%, while FPURX has yielded a comparatively lower 4.81% 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. FPURX - Expense Ratio Comparison
AMBFX has a 0.35% expense ratio, which is lower than FPURX's 0.50% expense ratio.
Risk-Adjusted Performance
AMBFX vs. FPURX - 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 Puritan Fund (FPURX). 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. FPURX - Dividend Comparison
AMBFX's dividend yield for the trailing twelve months is around 2.34%, more than FPURX's 1.71% 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% |
FPURX Fidelity Puritan Fund | 1.71% | 1.71% | 1.62% | 1.01% | 1.09% | 1.52% | 1.83% | 1.33% | 1.75% | 7.94% | 9.74% | 10.25% |
Drawdowns
AMBFX vs. FPURX - Drawdown Comparison
The maximum AMBFX drawdown since its inception was -33.83%, roughly equal to the maximum FPURX drawdown of -33.59%. Use the drawdown chart below to compare losses from any high point for AMBFX and FPURX. For additional features, visit the drawdowns tool.
Volatility
AMBFX vs. FPURX - Volatility Comparison
The current volatility for American Funds American Balanced Fund® Class F-2 (AMBFX) is 2.29%, while Fidelity Puritan Fund (FPURX) has a volatility of 2.84%. This indicates that AMBFX experiences smaller price fluctuations and is considered to be less risky than FPURX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.