BALCX vs. VBIAX
Compare and contrast key facts about American Funds American Balanced Fund Class C (BALCX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX).
BALCX is managed by American Funds. It was launched on Jul 26, 1975. VBIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BALCX or VBIAX.
Performance
BALCX vs. VBIAX - Performance Comparison
Returns By Period
In the year-to-date period, BALCX achieves a 14.21% return, which is significantly lower than VBIAX's 15.28% return. Both investments have delivered pretty close results over the past 10 years, with BALCX having a 7.38% annualized return and VBIAX not far ahead at 7.59%.
BALCX
14.21%
-0.19%
8.11%
19.92%
7.90%
7.38%
VBIAX
15.28%
1.28%
9.88%
19.01%
7.59%
7.59%
Key characteristics
| BALCX | VBIAX | |
|---|---|---|
| Sharpe Ratio | 2.41 | 2.24 |
| Sortino Ratio | 3.41 | 3.03 |
| Omega Ratio | 1.45 | 1.42 |
| Calmar Ratio | 3.24 | 1.93 |
| Martin Ratio | 15.90 | 13.45 |
| Ulcer Index | 1.27% | 1.44% |
| Daily Std Dev | 8.36% | 8.63% |
| Max Drawdown | -40.25% | -35.90% |
| Current Drawdown | -1.47% | -0.71% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BALCX vs. VBIAX - Expense Ratio Comparison
BALCX has a 1.31% expense ratio, which is higher than VBIAX's 0.07% expense ratio.
Correlation
The correlation between BALCX and VBIAX is 0.96, 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. VBIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund Class C (BALCX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX). 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. VBIAX - Dividend Comparison
BALCX's dividend yield for the trailing twelve months is around 1.49%, less than VBIAX's 2.02% 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% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | 2.02% | 2.04% | 1.93% | 1.39% | 1.66% | 2.12% | 2.32% | 1.95% | 2.09% | 2.09% | 1.92% | 1.85% |
Drawdowns
BALCX vs. VBIAX - Drawdown Comparison
The maximum BALCX drawdown since its inception was -40.25%, which is greater than VBIAX's maximum drawdown of -35.90%. Use the drawdown chart below to compare losses from any high point for BALCX and VBIAX. For additional features, visit the drawdowns tool.
Volatility
BALCX vs. VBIAX - Volatility Comparison
American Funds American Balanced Fund Class C (BALCX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX) have volatilities of 2.41% and 2.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.