BAICX vs. ABALX
Compare and contrast key facts about BlackRock Multi-Asset Income Portfolio (BAICX) and American Funds American Balanced Fund Class A (ABALX).
BAICX is managed by BlackRock. It was launched on Apr 7, 2008. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
BAICX vs. ABALX - Performance Comparison
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BAICX vs. ABALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BAICX BlackRock Multi-Asset Income Portfolio | -0.86% | 11.53% | 7.19% | 9.24% | -12.42% | 6.61% | 6.34% | 13.61% | -3.78% | 8.79% |
ABALX American Funds American Balanced Fund Class A | -1.12% | 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, BAICX achieves a -0.86% return, which is significantly higher than ABALX's -1.12% return. Over the past 10 years, BAICX has underperformed ABALX with an annualized return of 4.94%, while ABALX has yielded a comparatively higher 9.17% annualized return.
BAICX
- 1D
- 0.87%
- 1M
- -3.44%
- YTD
- -0.86%
- 6M
- 0.64%
- 1Y
- 8.34%
- 3Y*
- 7.86%
- 5Y*
- 3.39%
- 10Y*
- 4.94%
ABALX
- 1D
- 1.79%
- 1M
- -4.88%
- YTD
- -1.12%
- 6M
- 2.08%
- 1Y
- 16.95%
- 3Y*
- 14.07%
- 5Y*
- 8.20%
- 10Y*
- 9.17%
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BAICX vs. ABALX - Expense Ratio Comparison
BAICX has a 0.81% expense ratio, which is higher than ABALX's 0.56% expense ratio.
Return for Risk
BAICX vs. ABALX — Risk / Return Rank
BAICX
ABALX
BAICX vs. ABALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Multi-Asset Income Portfolio (BAICX) 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.
| BAICX | ABALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 1.56 | -0.19 |
Sortino ratioReturn per unit of downside risk | 1.88 | 2.28 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.32 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 2.43 | -0.59 |
Martin ratioReturn relative to average drawdown | 7.16 | 10.15 | -2.99 |
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
| BAICX | ABALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 1.56 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.79 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.87 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.79 | -0.12 |
Correlation
The correlation between BAICX and ABALX is 0.84, 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
BAICX vs. ABALX - Dividend Comparison
BAICX's dividend yield for the trailing twelve months is around 5.93%, less than ABALX's 8.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAICX BlackRock Multi-Asset Income Portfolio | 5.93% | 6.26% | 5.85% | 4.20% | 4.21% | 4.90% | 4.07% | 4.69% | 5.28% | 4.60% | 4.71% | 5.34% |
ABALX American Funds American Balanced Fund Class A | 8.39% | 8.27% | 6.87% | 2.05% | 2.30% | 4.30% | 4.35% | 3.49% | 5.49% | 4.72% | 4.24% | 5.60% |
Drawdowns
BAICX vs. ABALX - Drawdown Comparison
The maximum BAICX drawdown since its inception was -33.29%, smaller than the maximum ABALX drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for BAICX and ABALX.
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Drawdown Indicators
| BAICX | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.29% | -40.20% | +6.91% |
Max Drawdown (1Y)Largest decline over 1 year | -5.00% | -7.33% | +2.33% |
Max Drawdown (5Y)Largest decline over 5 years | -17.64% | -18.76% | +1.12% |
Max Drawdown (10Y)Largest decline over 10 years | -19.76% | -22.34% | +2.58% |
Current DrawdownCurrent decline from peak | -3.98% | -5.37% | +1.39% |
Average DrawdownAverage peak-to-trough decline | -3.77% | -3.86% | +0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.29% | 1.76% | -0.47% |
Volatility
BAICX vs. ABALX - Volatility Comparison
The current volatility for BlackRock Multi-Asset Income Portfolio (BAICX) is 2.48%, while American Funds American Balanced Fund Class A (ABALX) has a volatility of 3.89%. This indicates that BAICX experiences smaller price fluctuations and is considered to be less risky 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
| BAICX | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.48% | 3.89% | -1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 3.78% | 6.96% | -3.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.24% | 11.22% | -4.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.17% | 10.45% | -4.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.00% | 10.63% | -4.63% |