AMBFX vs. RERGX
Compare and contrast key facts about American Funds American Balanced Fund® Class F-2 (AMBFX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
AMBFX is managed by American Funds. It was launched on Aug 5, 2008. RERGX is managed by American Funds.
Performance
AMBFX vs. RERGX - Performance Comparison
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AMBFX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMBFX American Funds American Balanced Fund® Class F-2 | -2.82% | 18.67% | 15.25% | 13.81% | -11.93% | 16.00% | 11.06% | 19.45% | -2.69% | 14.85% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -5.45% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
Returns By Period
In the year-to-date period, AMBFX achieves a -2.82% return, which is significantly higher than RERGX's -5.45% return. Over the past 10 years, AMBFX has outperformed RERGX with an annualized return of 9.33%, while RERGX has yielded a comparatively lower 7.68% annualized return.
AMBFX
- 1D
- -0.14%
- 1M
- -6.81%
- YTD
- -2.82%
- 6M
- 0.93%
- 1Y
- 15.54%
- 3Y*
- 13.72%
- 5Y*
- 8.28%
- 10Y*
- 9.33%
RERGX
- 1D
- -0.16%
- 1M
- -12.20%
- YTD
- -5.45%
- 6M
- -0.97%
- 1Y
- 19.17%
- 3Y*
- 10.00%
- 5Y*
- 3.13%
- 10Y*
- 7.68%
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AMBFX vs. RERGX - Expense Ratio Comparison
AMBFX has a 0.35% expense ratio, which is lower than RERGX's 0.46% expense ratio.
Return for Risk
AMBFX vs. RERGX — Risk / Return Rank
AMBFX
RERGX
AMBFX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund® Class F-2 (AMBFX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX). 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.
| AMBFX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 1.10 | +0.35 |
Sortino ratioReturn per unit of downside risk | 2.12 | 1.52 | +0.60 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.22 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.03 | 1.27 | +0.76 |
Martin ratioReturn relative to average drawdown | 8.67 | 4.87 | +3.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AMBFX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 1.10 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.19 | +0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.46 | +0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.37 | +0.35 |
Correlation
The correlation between AMBFX and RERGX is 0.81, 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.
Dividends
AMBFX vs. RERGX - Dividend Comparison
AMBFX's dividend yield for the trailing twelve months is around 8.75%, less than RERGX's 14.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMBFX American Funds American Balanced Fund® Class F-2 | 8.75% | 8.47% | 7.40% | 2.20% | 2.52% | 4.50% | 4.56% | 4.19% | 6.20% | 4.85% | 4.46% | 5.81% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.76% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
AMBFX vs. RERGX - Drawdown Comparison
The maximum AMBFX drawdown since its inception was -35.05%, smaller than the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for AMBFX and RERGX.
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Drawdown Indicators
| AMBFX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.05% | -37.30% | +2.25% |
Max Drawdown (1Y)Largest decline over 1 year | -7.34% | -12.52% | +5.18% |
Max Drawdown (5Y)Largest decline over 5 years | -18.65% | -37.30% | +18.65% |
Max Drawdown (10Y)Largest decline over 10 years | -22.31% | -37.30% | +14.99% |
Current DrawdownCurrent decline from peak | -7.00% | -12.52% | +5.52% |
Average DrawdownAverage peak-to-trough decline | -3.61% | -9.28% | +5.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 3.25% | -1.53% |
Volatility
AMBFX vs. RERGX - Volatility Comparison
The current volatility for American Funds American Balanced Fund® Class F-2 (AMBFX) is 3.26%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 6.59%. This indicates that AMBFX experiences smaller price fluctuations and is considered to be less risky than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMBFX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 6.59% | -3.33% |
Volatility (6M)Calculated over the trailing 6-month period | 6.73% | 11.23% | -4.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.10% | 16.21% | -5.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.42% | 16.43% | -6.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.62% | 16.78% | -6.16% |