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.
Performance
BALCX vs. AOM - Performance Comparison
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BALCX vs. AOM - 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% |
AOM iShares Core Moderate Allocation ETF | -0.40% | 13.28% | 7.95% | 12.38% | -14.54% | 6.93% | 10.02% | 15.58% | -3.88% | 11.63% |
Returns By Period
In the year-to-date period, BALCX achieves a -1.33% return, which is significantly lower than AOM's -0.40% return. Over the past 10 years, BALCX has outperformed AOM with an annualized return of 8.40%, while AOM has yielded a comparatively lower 5.86% 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%
AOM
- 1D
- 0.36%
- 1M
- -2.76%
- YTD
- -0.40%
- 6M
- 1.26%
- 1Y
- 11.52%
- 3Y*
- 9.29%
- 5Y*
- 4.29%
- 10Y*
- 5.86%
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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.
Return for Risk
BALCX vs. AOM — Risk / Return Rank
BALCX
AOM
BALCX vs. AOM - Risk-Adjusted Trends 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.
| BALCX | AOM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 1.40 | +0.07 |
Sortino ratioReturn per unit of downside risk | 2.17 | 2.03 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.29 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.29 | 2.19 | +0.11 |
Martin ratioReturn relative to average drawdown | 9.52 | 8.80 | +0.72 |
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 | AOM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 1.40 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.53 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.74 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.67 | -0.08 |
Correlation
The correlation between BALCX and AOM is 0.86, 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. AOM - Dividend Comparison
BALCX's dividend yield for the trailing twelve months is around 7.69%, more than AOM's 2.99% 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% |
AOM iShares Core Moderate Allocation ETF | 2.99% | 2.98% | 3.10% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% |
Drawdowns
BALCX vs. AOM - Drawdown Comparison
The maximum BALCX drawdown since its inception was -40.88%, 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.
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Drawdown Indicators
| BALCX | AOM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.88% | -19.96% | -20.92% |
Max Drawdown (1Y)Largest decline over 1 year | -7.36% | -5.35% | -2.01% |
Max Drawdown (5Y)Largest decline over 5 years | -19.22% | -19.96% | +0.74% |
Max Drawdown (10Y)Largest decline over 10 years | -22.38% | -19.96% | -2.42% |
Current DrawdownCurrent decline from peak | -5.45% | -3.30% | -2.15% |
Average DrawdownAverage peak-to-trough decline | -4.48% | -2.72% | -1.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.78% | 1.33% | +0.45% |
Volatility
BALCX vs. AOM - Volatility Comparison
American Funds American Balanced Fund Class C (BALCX) has a higher volatility of 3.88% compared to iShares Core Moderate Allocation ETF (AOM) at 3.26%. 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.
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Volatility by Period
| BALCX | AOM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 3.26% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 6.96% | 4.89% | +2.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.19% | 8.24% | +2.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.44% | 8.09% | +2.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.62% | 7.90% | +2.72% |