AMBFX vs. VWENX
Compare and contrast key facts about American Funds American Balanced Fund® Class F-2 (AMBFX) and Vanguard Wellington Fund Admiral Shares (VWENX).
AMBFX is managed by American Funds. It was launched on Aug 5, 2008. VWENX is managed by Vanguard. It was launched on May 14, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMBFX or VWENX.
Correlation
The correlation between AMBFX and VWENX 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. VWENX - Performance Comparison
Key characteristics
AMBFX:
1.33
VWENX:
2.01
AMBFX:
1.74
VWENX:
2.73
AMBFX:
1.26
VWENX:
1.37
AMBFX:
1.78
VWENX:
3.59
AMBFX:
5.99
VWENX:
13.01
AMBFX:
2.18%
VWENX:
1.36%
AMBFX:
9.80%
VWENX:
8.85%
AMBFX:
-32.43%
VWENX:
-36.02%
AMBFX:
-4.84%
VWENX:
-1.19%
Returns By Period
In the year-to-date period, AMBFX achieves a 1.95% return, which is significantly higher than VWENX's 1.47% return. Over the past 10 years, AMBFX has underperformed VWENX with an annualized return of 5.77%, while VWENX has yielded a comparatively higher 8.55% annualized return.
AMBFX
1.95%
1.92%
1.53%
11.73%
5.93%
5.77%
VWENX
1.47%
1.01%
5.88%
16.35%
8.15%
8.55%
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AMBFX vs. VWENX - Expense Ratio Comparison
AMBFX has a 0.35% expense ratio, which is higher than VWENX's 0.16% expense ratio.
Risk-Adjusted Performance
AMBFX vs. VWENX — Risk-Adjusted Performance Rank
AMBFX
VWENX
AMBFX vs. VWENX - 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 Admiral Shares (VWENX). 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. VWENX - Dividend Comparison
AMBFX's dividend yield for the trailing twelve months is around 2.26%, less than VWENX's 10.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMBFX American Funds American Balanced Fund® Class F-2 | 2.26% | 2.31% | 2.57% | 1.90% | 1.40% | 1.53% | 2.10% | 2.31% | 1.97% | 1.98% | 3.65% | 9.28% |
VWENX Vanguard Wellington Fund Admiral Shares | 10.69% | 10.85% | 6.08% | 8.28% | 8.72% | 7.85% | 4.74% | 9.58% | 6.55% | 4.53% | 6.58% | 6.47% |
Drawdowns
AMBFX vs. VWENX - Drawdown Comparison
The maximum AMBFX drawdown since its inception was -32.43%, smaller than the maximum VWENX drawdown of -36.02%. Use the drawdown chart below to compare losses from any high point for AMBFX and VWENX. For additional features, visit the drawdowns tool.
Volatility
AMBFX vs. VWENX - Volatility Comparison
American Funds American Balanced Fund® Class F-2 (AMBFX) and Vanguard Wellington Fund Admiral Shares (VWENX) have volatilities of 3.61% and 3.66%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.