AMPCX vs. ABALX
Compare and contrast key facts about American Funds AMCAP Fund Class C (AMPCX) and American Funds American Balanced Fund Class A (ABALX).
AMPCX is managed by American Funds. It was launched on May 1, 1967. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
AMPCX vs. ABALX - Performance Comparison
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AMPCX vs. ABALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMPCX American Funds AMCAP Fund Class C | -11.98% | 16.78% | 20.17% | 30.08% | -29.17% | 22.77% | 20.52% | 25.37% | -5.50% | 21.11% |
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, AMPCX achieves a -11.98% return, which is significantly lower than ABALX's -2.86% return. Over the past 10 years, AMPCX has outperformed ABALX with an annualized return of 10.00%, while ABALX has yielded a comparatively lower 8.98% annualized return.
AMPCX
- 1D
- -0.38%
- 1M
- -10.18%
- YTD
- -11.98%
- 6M
- -9.70%
- 1Y
- 10.20%
- 3Y*
- 13.51%
- 5Y*
- 5.97%
- 10Y*
- 10.00%
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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AMPCX vs. ABALX - Expense Ratio Comparison
AMPCX has a 1.40% expense ratio, which is higher than ABALX's 0.56% expense ratio.
Return for Risk
AMPCX vs. ABALX — Risk / Return Rank
AMPCX
ABALX
AMPCX vs. ABALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class C (AMPCX) 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.
| AMPCX | ABALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 1.43 | -0.91 |
Sortino ratioReturn per unit of downside risk | 0.88 | 2.09 | -1.21 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.29 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 2.00 | -1.48 |
Martin ratioReturn relative to average drawdown | 2.15 | 8.51 | -6.37 |
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
| AMPCX | ABALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 1.43 | -0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.77 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.85 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.79 | -0.39 |
Correlation
The correlation between AMPCX and ABALX is 0.93, 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
AMPCX vs. ABALX - Dividend Comparison
AMPCX's dividend yield for the trailing twelve months is around 12.90%, more than ABALX's 8.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMPCX American Funds AMCAP Fund Class C | 12.90% | 11.35% | 9.83% | 3.32% | 9.21% | 7.09% | 4.32% | 5.06% | 8.25% | 5.61% | 3.77% | 9.83% |
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
AMPCX vs. ABALX - Drawdown Comparison
The maximum AMPCX drawdown since its inception was -53.38%, which is greater than ABALX's maximum drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for AMPCX and ABALX.
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Drawdown Indicators
| AMPCX | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.38% | -40.20% | -13.18% |
Max Drawdown (1Y)Largest decline over 1 year | -14.33% | -7.33% | -7.00% |
Max Drawdown (5Y)Largest decline over 5 years | -35.67% | -18.76% | -16.91% |
Max Drawdown (10Y)Largest decline over 10 years | -35.67% | -22.34% | -13.33% |
Current DrawdownCurrent decline from peak | -14.33% | -7.03% | -7.30% |
Average DrawdownAverage peak-to-trough decline | -9.27% | -3.86% | -5.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 1.73% | +1.78% |
Volatility
AMPCX vs. ABALX - Volatility Comparison
American Funds AMCAP Fund Class C (AMPCX) has a higher volatility of 5.25% compared to American Funds American Balanced Fund Class A (ABALX) at 3.26%. This indicates that AMPCX'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
| AMPCX | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.25% | 3.26% | +1.99% |
Volatility (6M)Calculated over the trailing 6-month period | 11.05% | 6.74% | +4.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.62% | 11.11% | +8.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.13% | 10.42% | +8.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.65% | 10.61% | +8.04% |