BALFX vs. AAAAX
Compare and contrast key facts about American Funds American Balanced Fund (BALFX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
BALFX is managed by American Funds. It was launched on Mar 15, 2001. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
BALFX vs. AAAAX - Performance Comparison
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BALFX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BALFX American Funds American Balanced Fund | -2.88% | 18.40% | 14.91% | 13.62% | -12.19% | 15.69% | 10.81% | 18.50% | -3.54% | 14.63% |
AAAAX DWS RREEF Real Assets Fund - Class A | 8.59% | 12.82% | 5.24% | 2.30% | -9.91% | 23.45% | 3.71% | 21.42% | -5.36% | 14.67% |
Returns By Period
In the year-to-date period, BALFX achieves a -2.88% return, which is significantly lower than AAAAX's 8.59% return. Over the past 10 years, BALFX has outperformed AAAAX with an annualized return of 8.93%, while AAAAX has yielded a comparatively lower 7.28% annualized return.
BALFX
- 1D
- -0.14%
- 1M
- -6.82%
- YTD
- -2.88%
- 6M
- 0.82%
- 1Y
- 15.28%
- 3Y*
- 13.46%
- 5Y*
- 8.01%
- 10Y*
- 8.93%
AAAAX
- 1D
- 0.36%
- 1M
- -4.37%
- YTD
- 8.59%
- 6M
- 10.72%
- 1Y
- 16.80%
- 3Y*
- 9.80%
- 5Y*
- 6.74%
- 10Y*
- 7.28%
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BALFX vs. AAAAX - Expense Ratio Comparison
BALFX has a 0.62% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
BALFX vs. AAAAX — Risk / Return Rank
BALFX
AAAAX
BALFX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund (BALFX) and DWS RREEF Real Assets Fund - Class A (AAAAX). 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.
| BALFX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 1.49 | -0.07 |
Sortino ratioReturn per unit of downside risk | 2.08 | 2.00 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.30 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.99 | 1.80 | +0.19 |
Martin ratioReturn relative to average drawdown | 8.46 | 9.69 | -1.23 |
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
| BALFX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 1.49 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.56 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.58 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.38 | +0.27 |
Correlation
The correlation between BALFX and AAAAX is 0.76, 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
BALFX vs. AAAAX - Dividend Comparison
BALFX's dividend yield for the trailing twelve months is around 8.48%, more than AAAAX's 3.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BALFX American Funds American Balanced Fund | 8.48% | 8.22% | 7.14% | 2.02% | 2.24% | 4.24% | 4.31% | 3.44% | 5.30% | 4.66% | 4.18% | 5.54% |
AAAAX DWS RREEF Real Assets Fund - Class A | 3.26% | 3.54% | 2.45% | 2.08% | 4.17% | 2.31% | 1.33% | 1.81% | 1.61% | 1.52% | 1.47% | 2.15% |
Drawdowns
BALFX vs. AAAAX - Drawdown Comparison
The maximum BALFX drawdown since its inception was -40.20%, roughly equal to the maximum AAAAX drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for BALFX and AAAAX.
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Drawdown Indicators
| BALFX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.20% | -40.47% | +0.27% |
Max Drawdown (1Y)Largest decline over 1 year | -7.34% | -9.55% | +2.21% |
Max Drawdown (5Y)Largest decline over 5 years | -18.81% | -22.62% | +3.81% |
Max Drawdown (10Y)Largest decline over 10 years | -22.34% | -29.41% | +7.07% |
Current DrawdownCurrent decline from peak | -7.03% | -4.57% | -2.46% |
Average DrawdownAverage peak-to-trough decline | -4.18% | -6.89% | +2.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.73% | 1.77% | -0.04% |
Volatility
BALFX vs. AAAAX - Volatility Comparison
American Funds American Balanced Fund (BALFX) has a higher volatility of 3.28% compared to DWS RREEF Real Assets Fund - Class A (AAAAX) at 3.03%. This indicates that BALFX's price experiences larger fluctuations and is considered to be riskier than AAAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BALFX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.28% | 3.03% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 6.75% | 7.22% | -0.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.10% | 11.60% | -0.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.41% | 12.18% | -1.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.61% | 12.66% | -2.05% |