BALCX vs. AOM
Compare and contrast key facts about American Funds American Balanced Fund Class C (BALCX) and iShares Core Moderate Allocation ETF (AOM).
BALCX is managed by American Funds. It was launched on Jul 26, 1975. AOM is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Moderate. It was launched on Nov 4, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BALCX or AOM.
Correlation
The correlation between BALCX and AOM is 0.85, 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
BALCX vs. AOM - Performance Comparison
Key characteristics
BALCX:
0.14
AOM:
0.88
BALCX:
0.26
AOM:
1.30
BALCX:
1.04
AOM:
1.18
BALCX:
0.13
AOM:
1.10
BALCX:
0.44
AOM:
4.84
BALCX:
3.86%
AOM:
1.49%
BALCX:
12.43%
AOM:
8.23%
BALCX:
-40.25%
AOM:
-19.96%
BALCX:
-10.39%
AOM:
-3.55%
Returns By Period
In the year-to-date period, BALCX achieves a -3.89% return, which is significantly lower than AOM's -0.73% return. Over the past 10 years, BALCX has underperformed AOM with an annualized return of 3.80%, while AOM has yielded a comparatively higher 4.33% annualized return.
BALCX
-3.89%
-3.80%
-9.04%
1.81%
5.18%
3.80%
AOM
-0.73%
-1.79%
-2.16%
7.11%
4.98%
4.33%
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BALCX vs. AOM - Expense Ratio Comparison
BALCX has a 1.31% expense ratio, which is higher than AOM's 0.25% expense ratio.
Risk-Adjusted Performance
BALCX vs. AOM — Risk-Adjusted Performance Rank
BALCX
AOM
BALCX vs. AOM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund Class C (BALCX) and iShares Core Moderate Allocation ETF (AOM). 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
BALCX vs. AOM - Dividend Comparison
BALCX's dividend yield for the trailing twelve months is around 1.40%, less than AOM's 3.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BALCX American Funds American Balanced Fund Class C | 1.40% | 1.35% | 1.67% | 0.91% | 0.48% | 0.63% | 1.20% | 1.25% | 1.02% | 1.02% | 1.47% | 6.98% |
AOM iShares Core Moderate Allocation ETF | 3.20% | 3.10% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% | 2.08% |
Drawdowns
BALCX vs. AOM - Drawdown Comparison
The maximum BALCX drawdown since its inception was -40.25%, which is greater than AOM's maximum drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for BALCX and AOM. For additional features, visit the drawdowns tool.
Volatility
BALCX vs. AOM - Volatility Comparison
American Funds American Balanced Fund Class C (BALCX) has a higher volatility of 7.58% compared to iShares Core Moderate Allocation ETF (AOM) at 5.38%. This indicates that BALCX's price experiences larger fluctuations and is considered to be riskier than AOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.