AMCPX vs. ABALX
Compare and contrast key facts about American Funds AMCAP Fund Class A (AMCPX) and American Funds American Balanced Fund Class A (ABALX).
AMCPX is managed by American Funds. It was launched on Jan 5, 1967. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
AMCPX vs. ABALX - Performance Comparison
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AMCPX vs. ABALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMCPX American Funds AMCAP Fund Class A | -11.82% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
ABALX American Funds American Balanced Fund Class A | -2.86% | 18.45% | 14.63% | 13.65% | -12.13% | 15.75% | 10.85% | 18.60% | -3.35% | 14.69% |
Returns By Period
In the year-to-date period, AMCPX achieves a -11.82% return, which is significantly lower than ABALX's -2.86% return. Over the past 10 years, AMCPX has outperformed ABALX with an annualized return of 10.59%, while ABALX has yielded a comparatively lower 8.98% annualized return.
AMCPX
- 1D
- -0.37%
- 1M
- -10.12%
- YTD
- -11.82%
- 6M
- -9.34%
- 1Y
- 11.06%
- 3Y*
- 14.39%
- 5Y*
- 6.22%
- 10Y*
- 10.59%
ABALX
- 1D
- -0.14%
- 1M
- -6.82%
- YTD
- -2.86%
- 6M
- 0.85%
- 1Y
- 15.33%
- 3Y*
- 13.40%
- 5Y*
- 8.00%
- 10Y*
- 8.98%
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AMCPX vs. ABALX - Expense Ratio Comparison
AMCPX has a 0.65% expense ratio, which is higher than ABALX's 0.56% expense ratio.
Return for Risk
AMCPX vs. ABALX — Risk / Return Rank
AMCPX
ABALX
AMCPX vs. ABALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class A (AMCPX) and American Funds American Balanced Fund Class A (ABALX). 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.
| AMCPX | ABALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 1.43 | -0.87 |
Sortino ratioReturn per unit of downside risk | 0.94 | 2.09 | -1.15 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.29 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 2.00 | -1.41 |
Martin ratioReturn relative to average drawdown | 2.42 | 8.51 | -6.10 |
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
| AMCPX | ABALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 1.43 | -0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.77 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.85 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.79 | -0.21 |
Correlation
The correlation between AMCPX and ABALX is 0.88, 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
AMCPX vs. ABALX - Dividend Comparison
AMCPX's dividend yield for the trailing twelve months is around 9.90%, more than ABALX's 8.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMCPX American Funds AMCAP Fund Class A | 9.90% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
ABALX American Funds American Balanced Fund Class A | 8.54% | 8.27% | 6.87% | 2.05% | 2.30% | 4.30% | 4.35% | 3.49% | 5.49% | 4.72% | 4.24% | 5.60% |
Drawdowns
AMCPX vs. ABALX - Drawdown Comparison
The maximum AMCPX drawdown since its inception was -62.37%, which is greater than ABALX's maximum drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for AMCPX and ABALX.
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Drawdown Indicators
| AMCPX | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.37% | -40.20% | -22.17% |
Max Drawdown (1Y)Largest decline over 1 year | -14.18% | -7.33% | -6.85% |
Max Drawdown (5Y)Largest decline over 5 years | -36.90% | -18.76% | -18.14% |
Max Drawdown (10Y)Largest decline over 10 years | -36.90% | -22.34% | -14.56% |
Current DrawdownCurrent decline from peak | -14.18% | -7.03% | -7.15% |
Average DrawdownAverage peak-to-trough decline | -9.60% | -3.86% | -5.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 1.73% | +1.74% |
Volatility
AMCPX vs. ABALX - Volatility Comparison
American Funds AMCAP Fund Class A (AMCPX) has a higher volatility of 5.26% compared to American Funds American Balanced Fund Class A (ABALX) at 3.26%. This indicates that AMCPX's price experiences larger fluctuations and is considered to be riskier than ABALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMCPX | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.26% | 3.26% | +2.00% |
Volatility (6M)Calculated over the trailing 6-month period | 11.06% | 6.74% | +4.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.60% | 11.11% | +8.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.12% | 10.42% | +8.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.63% | 10.61% | +8.02% |