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.
Performance
BALCX vs. AOM - Performance Comparison
Returns By Period
In the year-to-date period, BALCX achieves a 14.21% return, which is significantly higher than AOM's 8.37% return. Over the past 10 years, BALCX has outperformed AOM with an annualized return of 7.38%, while AOM has yielded a comparatively lower 4.66% annualized return.
BALCX
14.21%
-0.19%
8.11%
19.92%
7.90%
7.38%
AOM
8.37%
-0.41%
5.41%
13.59%
4.49%
4.66%
Key characteristics
| BALCX | AOM | |
|---|---|---|
| Sharpe Ratio | 2.41 | 2.19 |
| Sortino Ratio | 3.41 | 3.18 |
| Omega Ratio | 1.45 | 1.40 |
| Calmar Ratio | 3.24 | 1.55 |
| Martin Ratio | 15.90 | 13.29 |
| Ulcer Index | 1.27% | 1.04% |
| Daily Std Dev | 8.36% | 6.31% |
| Max Drawdown | -40.25% | -19.96% |
| Current Drawdown | -1.47% | -1.65% |
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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.
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.
Risk-Adjusted Performance
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 1.49%, less than AOM's 2.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BALCX American Funds American Balanced Fund Class C | 1.49% | 1.67% | 0.91% | 0.48% | 0.63% | 1.20% | 1.25% | 1.02% | 1.02% | 1.46% | 6.92% | 0.82% |
AOM iShares Core Moderate Allocation ETF | 2.87% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% | 2.08% | 1.87% |
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 2.41% compared to iShares Core Moderate Allocation ETF (AOM) at 1.70%. 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.