BALCX vs. AVEFX
Compare and contrast key facts about American Funds American Balanced Fund Class C (BALCX) and Ave Maria Bond Fund (AVEFX).
BALCX is managed by American Funds. It was launched on Jul 26, 1975. AVEFX is managed by Ave Maria Mutual Funds. It was launched on Apr 30, 2003.
Performance
BALCX vs. AVEFX - Performance Comparison
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BALCX vs. AVEFX - 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% |
AVEFX Ave Maria Bond Fund | 1.11% | 5.63% | 5.71% | 5.16% | -2.84% | 4.38% | 5.60% | 8.30% | 0.41% | 4.16% |
Returns By Period
In the year-to-date period, BALCX achieves a -1.33% return, which is significantly lower than AVEFX's 1.11% return. Over the past 10 years, BALCX has outperformed AVEFX with an annualized return of 8.40%, while AVEFX has yielded a comparatively lower 3.91% 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%
AVEFX
- 1D
- 0.00%
- 1M
- -2.13%
- YTD
- 1.11%
- 6M
- 1.57%
- 1Y
- 3.58%
- 3Y*
- 5.44%
- 5Y*
- 3.14%
- 10Y*
- 3.91%
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BALCX vs. AVEFX - Expense Ratio Comparison
BALCX has a 1.31% expense ratio, which is higher than AVEFX's 0.41% expense ratio.
Return for Risk
BALCX vs. AVEFX — Risk / Return Rank
BALCX
AVEFX
BALCX vs. AVEFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund Class C (BALCX) and Ave Maria Bond Fund (AVEFX). 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 | AVEFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 1.15 | +0.33 |
Sortino ratioReturn per unit of downside risk | 2.17 | 1.64 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.21 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.29 | 1.65 | +0.65 |
Martin ratioReturn relative to average drawdown | 9.52 | 5.64 | +3.88 |
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 | AVEFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 1.15 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.76 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.98 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 1.11 | -0.52 |
Correlation
The correlation between BALCX and AVEFX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BALCX vs. AVEFX - Dividend Comparison
BALCX's dividend yield for the trailing twelve months is around 7.69%, more than AVEFX's 3.10% 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% |
AVEFX Ave Maria Bond Fund | 3.10% | 3.51% | 2.94% | 2.47% | 3.59% | 2.32% | 2.43% | 3.31% | 3.21% | 2.04% | 2.94% | 1.89% |
Drawdowns
BALCX vs. AVEFX - Drawdown Comparison
The maximum BALCX drawdown since its inception was -40.88%, which is greater than AVEFX's maximum drawdown of -10.24%. Use the drawdown chart below to compare losses from any high point for BALCX and AVEFX.
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Drawdown Indicators
| BALCX | AVEFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.88% | -10.24% | -30.64% |
Max Drawdown (1Y)Largest decline over 1 year | -7.36% | -2.52% | -4.84% |
Max Drawdown (5Y)Largest decline over 5 years | -19.22% | -8.02% | -11.20% |
Max Drawdown (10Y)Largest decline over 10 years | -22.38% | -10.24% | -12.14% |
Current DrawdownCurrent decline from peak | -5.45% | -2.44% | -3.01% |
Average DrawdownAverage peak-to-trough decline | -4.48% | -0.96% | -3.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.78% | 0.74% | +1.04% |
Volatility
BALCX vs. AVEFX - Volatility Comparison
American Funds American Balanced Fund Class C (BALCX) has a higher volatility of 3.88% compared to Ave Maria Bond Fund (AVEFX) at 1.16%. This indicates that BALCX's price experiences larger fluctuations and is considered to be riskier than AVEFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BALCX | AVEFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 1.16% | +2.72% |
Volatility (6M)Calculated over the trailing 6-month period | 6.96% | 2.17% | +4.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.19% | 3.44% | +7.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.44% | 4.14% | +6.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.62% | 4.01% | +6.61% |