BALCX vs. AIVSX
Compare and contrast key facts about American Funds American Balanced Fund Class C (BALCX) and American Funds Investment Company of America Class A (AIVSX).
BALCX is managed by American Funds. It was launched on Jul 26, 1975. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
BALCX vs. AIVSX - Performance Comparison
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BALCX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BALCX American Funds American Balanced Fund Class C | -1.33% | 17.58% | 14.00% | 12.97% | -12.77% | 14.87% | 10.06% | 17.66% | -4.09% | 14.02% |
AIVSX American Funds Investment Company of America Class A | -4.87% | 20.47% | 24.90% | 28.56% | -15.50% | 25.10% | 14.47% | 24.10% | -8.21% | 19.54% |
Returns By Period
In the year-to-date period, BALCX achieves a -1.33% return, which is significantly higher than AIVSX's -4.87% return. Over the past 10 years, BALCX has underperformed AIVSX with an annualized return of 8.40%, while AIVSX has yielded a comparatively higher 12.88% annualized return.
BALCX
- 1D
- 1.75%
- 1M
- -4.96%
- YTD
- -1.33%
- 6M
- 1.67%
- 1Y
- 16.04%
- 3Y*
- 13.35%
- 5Y*
- 7.46%
- 10Y*
- 8.40%
AIVSX
- 1D
- 3.05%
- 1M
- -5.90%
- YTD
- -4.87%
- 6M
- -3.21%
- 1Y
- 17.66%
- 3Y*
- 20.05%
- 5Y*
- 12.46%
- 10Y*
- 12.88%
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BALCX vs. AIVSX - Expense Ratio Comparison
BALCX has a 1.31% expense ratio, which is higher than AIVSX's 0.57% expense ratio.
Return for Risk
BALCX vs. AIVSX — Risk / Return Rank
BALCX
AIVSX
BALCX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund Class C (BALCX) and American Funds Investment Company of America Class A (AIVSX). 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.
| BALCX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 1.04 | +0.44 |
Sortino ratioReturn per unit of downside risk | 2.17 | 1.59 | +0.58 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.23 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.29 | 1.72 | +0.57 |
Martin ratioReturn relative to average drawdown | 9.52 | 7.16 | +2.36 |
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
| BALCX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 1.04 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.78 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.78 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.67 | -0.09 |
Correlation
The correlation between BALCX and AIVSX is 0.97, 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
BALCX vs. AIVSX - Dividend Comparison
BALCX's dividend yield for the trailing twelve months is around 7.69%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BALCX American Funds American Balanced Fund Class C | 7.69% | 7.61% | 6.37% | 1.54% | 1.53% | 3.60% | 3.68% | 2.79% | 4.67% | 4.17% | 3.51% | 4.81% |
AIVSX American Funds Investment Company of America Class A | 11.17% | 10.60% | 9.29% | 4.96% | 6.12% | 6.94% | 1.65% | 6.15% | 9.61% | 7.08% | 5.48% | 8.95% |
Drawdowns
BALCX vs. AIVSX - Drawdown Comparison
The maximum BALCX drawdown since its inception was -40.88%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for BALCX and AIVSX.
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Drawdown Indicators
| BALCX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.88% | -50.90% | +10.02% |
Max Drawdown (1Y)Largest decline over 1 year | -7.36% | -10.76% | +3.40% |
Max Drawdown (5Y)Largest decline over 5 years | -19.22% | -24.31% | +5.09% |
Max Drawdown (10Y)Largest decline over 10 years | -22.38% | -31.09% | +8.71% |
Current DrawdownCurrent decline from peak | -5.45% | -7.34% | +1.89% |
Average DrawdownAverage peak-to-trough decline | -4.48% | -5.93% | +1.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.78% | 2.59% | -0.81% |
Volatility
BALCX vs. AIVSX - Volatility Comparison
The current volatility for American Funds American Balanced Fund Class C (BALCX) is 3.88%, while American Funds Investment Company of America Class A (AIVSX) has a volatility of 5.75%. This indicates that BALCX experiences smaller price fluctuations and is considered to be less risky than AIVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BALCX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 5.75% | -1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 6.96% | 9.93% | -2.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.19% | 17.56% | -6.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.44% | 15.96% | -5.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.62% | 16.55% | -5.93% |