BALCX vs. AOR
Compare and contrast key facts about American Funds American Balanced Fund Class C (BALCX) and iShares Core Growth Allocation ETF (AOR).
BALCX is managed by American Funds. It was launched on Jul 26, 1975. AOR is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Growth Index. It was launched on Nov 4, 2008.
Performance
BALCX vs. AOR - Performance Comparison
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BALCX vs. AOR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BALCX American Funds American Balanced Fund Class C | -3.02% | 17.58% | 14.00% | 12.97% | -12.77% | 14.87% | 10.06% | 17.66% | -4.09% | 14.02% |
AOR iShares Core Growth Allocation ETF | -1.02% | 16.44% | 10.68% | 15.75% | -15.64% | 11.19% | 11.42% | 18.91% | -5.82% | 15.80% |
Returns By Period
In the year-to-date period, BALCX achieves a -3.02% return, which is significantly lower than AOR's -1.02% return. Over the past 10 years, BALCX has outperformed AOR with an annualized return of 8.21%, while AOR has yielded a comparatively lower 7.74% annualized return.
BALCX
- 1D
- -0.11%
- 1M
- -6.86%
- YTD
- -3.02%
- 6M
- 0.47%
- 1Y
- 14.48%
- 3Y*
- 12.70%
- 5Y*
- 7.28%
- 10Y*
- 8.21%
AOR
- 1D
- 1.95%
- 1M
- -4.47%
- YTD
- -1.02%
- 6M
- 1.40%
- 1Y
- 14.76%
- 3Y*
- 11.65%
- 5Y*
- 5.99%
- 10Y*
- 7.74%
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BALCX vs. AOR - Expense Ratio Comparison
BALCX has a 1.31% expense ratio, which is higher than AOR's 0.25% expense ratio.
Return for Risk
BALCX vs. AOR — Risk / Return Rank
BALCX
AOR
BALCX vs. AOR - 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 Growth Allocation ETF (AOR). 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 | AOR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 1.38 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.98 | 1.99 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.29 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.88 | 1.97 | -0.09 |
Martin ratioReturn relative to average drawdown | 7.95 | 8.58 | -0.64 |
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 | AOR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.38 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.57 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.73 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.65 | -0.08 |
Correlation
The correlation between BALCX and AOR is 0.91, 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. AOR - Dividend Comparison
BALCX's dividend yield for the trailing twelve months is around 7.83%, more than AOR's 2.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BALCX American Funds American Balanced Fund Class C | 7.83% | 7.61% | 6.37% | 1.54% | 1.53% | 3.60% | 3.68% | 2.79% | 4.67% | 4.17% | 3.51% | 4.81% |
AOR iShares Core Growth Allocation ETF | 2.57% | 2.55% | 2.66% | 2.50% | 2.12% | 1.64% | 1.89% | 2.56% | 2.49% | 4.51% | 2.16% | 2.12% |
Drawdowns
BALCX vs. AOR - Drawdown Comparison
The maximum BALCX drawdown since its inception was -40.88%, which is greater than AOR's maximum drawdown of -24.44%. Use the drawdown chart below to compare losses from any high point for BALCX and AOR.
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Drawdown Indicators
| BALCX | AOR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.88% | -24.44% | -16.44% |
Max Drawdown (1Y)Largest decline over 1 year | -7.36% | -7.62% | +0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -19.22% | -21.72% | +2.50% |
Max Drawdown (10Y)Largest decline over 10 years | -22.38% | -22.95% | +0.57% |
Current DrawdownCurrent decline from peak | -7.08% | -4.82% | -2.26% |
Average DrawdownAverage peak-to-trough decline | -4.48% | -3.50% | -0.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 1.75% | -0.01% |
Volatility
BALCX vs. AOR - Volatility Comparison
The current volatility for American Funds American Balanced Fund Class C (BALCX) is 3.28%, while iShares Core Growth Allocation ETF (AOR) has a volatility of 4.35%. This indicates that BALCX experiences smaller price fluctuations and is considered to be less risky than AOR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BALCX | AOR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.28% | 4.35% | -1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 6.75% | 6.49% | +0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.09% | 10.73% | +0.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.41% | 10.49% | -0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.61% | 10.64% | -0.03% |