AMBFX vs. VWELX
Compare and contrast key facts about American Funds American Balanced Fund® Class F-2 (AMBFX) and Vanguard Wellington Fund Investor Shares (VWELX).
AMBFX is managed by American Funds. It was launched on Aug 5, 2008. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMBFX or VWELX.
Key characteristics
| AMBFX | VWELX | |
|---|---|---|
| YTD Return | 15.30% | 15.37% |
| 1Y Return | 22.46% | 21.85% |
| 3Y Return (Ann) | 5.52% | 4.81% |
| 5Y Return (Ann) | 8.89% | 8.76% |
| 10Y Return (Ann) | 8.59% | 8.56% |
| Sharpe Ratio | 2.68 | 2.62 |
| Sortino Ratio | 3.80 | 3.62 |
| Omega Ratio | 1.50 | 1.49 |
| Calmar Ratio | 4.15 | 2.87 |
| Martin Ratio | 18.33 | 17.95 |
| Ulcer Index | 1.22% | 1.21% |
| Daily Std Dev | 8.32% | 8.30% |
| Max Drawdown | -33.83% | -36.12% |
| Current Drawdown | -1.33% | -0.91% |
Correlation
The correlation between AMBFX and VWELX 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. VWELX - Performance Comparison
The year-to-date returns for both investments are quite close, with AMBFX having a 15.30% return and VWELX slightly higher at 15.37%. Both investments have delivered pretty close results over the past 10 years, with AMBFX having a 8.59% annualized return and VWELX not far behind at 8.56%. 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. VWELX - Expense Ratio Comparison
AMBFX has a 0.35% expense ratio, which is higher than VWELX's 0.24% expense ratio.
Risk-Adjusted Performance
AMBFX vs. VWELX - 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 Vanguard Wellington Fund Investor Shares (VWELX). 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. VWELX - Dividend Comparison
AMBFX's dividend yield for the trailing twelve months is around 2.34%, less than VWELX's 5.40% 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% |
VWELX Vanguard Wellington Fund Investor Shares | 5.40% | 6.01% | 2.25% | 1.71% | 2.07% | 2.53% | 3.00% | 2.45% | 2.56% | 3.25% | 2.55% | 2.50% |
Drawdowns
AMBFX vs. VWELX - Drawdown Comparison
The maximum AMBFX drawdown since its inception was -33.83%, smaller than the maximum VWELX drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for AMBFX and VWELX. For additional features, visit the drawdowns tool.
Volatility
AMBFX vs. VWELX - Volatility Comparison
The current volatility for American Funds American Balanced Fund® Class F-2 (AMBFX) is 2.29%, while Vanguard Wellington Fund Investor Shares (VWELX) has a volatility of 2.68%. This indicates that AMBFX experiences smaller price fluctuations and is considered to be less risky than VWELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.