AMBFX vs. RGAGX
Compare and contrast key facts about American Funds American Balanced Fund® Class F-2 (AMBFX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
AMBFX is managed by American Funds. It was launched on Aug 5, 2008. RGAGX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
AMBFX vs. RGAGX - Performance Comparison
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AMBFX vs. RGAGX - 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% |
RGAGX American Funds The Growth Fund of America Class R-6 | -11.15% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Returns By Period
In the year-to-date period, AMBFX achieves a -2.82% return, which is significantly higher than RGAGX's -11.15% return. Over the past 10 years, AMBFX has underperformed RGAGX with an annualized return of 9.33%, while RGAGX has yielded a comparatively higher 14.34% 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%
RGAGX
- 1D
- -0.47%
- 1M
- -9.63%
- YTD
- -11.15%
- 6M
- -9.74%
- 1Y
- 13.94%
- 3Y*
- 19.23%
- 5Y*
- 8.87%
- 10Y*
- 14.34%
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AMBFX vs. RGAGX - Expense Ratio Comparison
AMBFX has a 0.35% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Return for Risk
AMBFX vs. RGAGX — Risk / Return Rank
AMBFX
RGAGX
AMBFX vs. RGAGX - 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 The Growth Fund of America Class R-6 (RGAGX). 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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 0.66 | +0.78 |
Sortino ratioReturn per unit of downside risk | 2.12 | 1.09 | +1.03 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.16 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.03 | 0.79 | +1.24 |
Martin ratioReturn relative to average drawdown | 8.67 | 3.04 | +5.63 |
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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 0.66 | +0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.44 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.73 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.79 | -0.07 |
Correlation
The correlation between AMBFX and RGAGX is 0.92, 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. RGAGX - Dividend Comparison
AMBFX's dividend yield for the trailing twelve months is around 8.75%, less than RGAGX's 12.37% 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% |
RGAGX American Funds The Growth Fund of America Class R-6 | 12.37% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Drawdowns
AMBFX vs. RGAGX - Drawdown Comparison
The maximum AMBFX drawdown since its inception was -35.05%, roughly equal to the maximum RGAGX drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for AMBFX and RGAGX.
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Drawdown Indicators
| AMBFX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.05% | -36.19% | +1.14% |
Max Drawdown (1Y)Largest decline over 1 year | -7.34% | -13.71% | +6.37% |
Max Drawdown (5Y)Largest decline over 5 years | -18.65% | -36.19% | +17.54% |
Max Drawdown (10Y)Largest decline over 10 years | -22.31% | -36.19% | +13.88% |
Current DrawdownCurrent decline from peak | -7.00% | -13.71% | +6.71% |
Average DrawdownAverage peak-to-trough decline | -3.61% | -5.53% | +1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 3.55% | -1.83% |
Volatility
AMBFX vs. RGAGX - Volatility Comparison
The current volatility for American Funds American Balanced Fund® Class F-2 (AMBFX) is 3.26%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 5.45%. This indicates that AMBFX experiences smaller price fluctuations and is considered to be less risky than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMBFX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 5.45% | -2.19% |
Volatility (6M)Calculated over the trailing 6-month period | 6.73% | 11.60% | -4.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.10% | 20.75% | -9.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.42% | 20.17% | -9.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.62% | 19.61% | -8.99% |