AMBFX vs. NDARX
Compare and contrast key facts about American Funds American Balanced Fund® Class F-2 (AMBFX) and American Funds Retirement Income Portfolio - Enhanced (NDARX).
AMBFX is managed by American Funds. It was launched on Aug 5, 2008. NDARX is managed by American Funds. It was launched on Aug 27, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMBFX or NDARX.
Key characteristics
| AMBFX | NDARX | |
|---|---|---|
| YTD Return | 15.30% | 12.45% |
| 1Y Return | 22.46% | 19.64% |
| 3Y Return (Ann) | 5.52% | 4.31% |
| 5Y Return (Ann) | 8.89% | 7.27% |
| Sharpe Ratio | 2.68 | 2.76 |
| Sortino Ratio | 3.80 | 3.91 |
| Omega Ratio | 1.50 | 1.53 |
| Calmar Ratio | 4.15 | 3.07 |
| Martin Ratio | 18.33 | 19.38 |
| Ulcer Index | 1.22% | 1.01% |
| Daily Std Dev | 8.32% | 7.13% |
| Max Drawdown | -33.83% | -23.62% |
| Current Drawdown | -1.33% | -1.34% |
Correlation
The correlation between AMBFX and NDARX is 0.96, 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. NDARX - Performance Comparison
In the year-to-date period, AMBFX achieves a 15.30% return, which is significantly higher than NDARX's 12.45% 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. NDARX - Expense Ratio Comparison
AMBFX has a 0.35% expense ratio, which is higher than NDARX's 0.34% expense ratio.
Risk-Adjusted Performance
AMBFX vs. NDARX - 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 American Funds Retirement Income Portfolio - Enhanced (NDARX). 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. NDARX - Dividend Comparison
AMBFX's dividend yield for the trailing twelve months is around 2.34%, less than NDARX's 2.89% 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% |
NDARX American Funds Retirement Income Portfolio - Enhanced | 2.89% | 3.03% | 2.93% | 2.25% | 2.59% | 2.61% | 2.88% | 2.39% | 2.50% | 0.71% | 0.00% | 0.00% |
Drawdowns
AMBFX vs. NDARX - Drawdown Comparison
The maximum AMBFX drawdown since its inception was -33.83%, which is greater than NDARX's maximum drawdown of -23.62%. Use the drawdown chart below to compare losses from any high point for AMBFX and NDARX. For additional features, visit the drawdowns tool.
Volatility
AMBFX vs. NDARX - Volatility Comparison
American Funds American Balanced Fund® Class F-2 (AMBFX) has a higher volatility of 2.29% compared to American Funds Retirement Income Portfolio - Enhanced (NDARX) at 1.86%. This indicates that AMBFX's price experiences larger fluctuations and is considered to be riskier than NDARX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.