BALFX vs. RERGX
Compare and contrast key facts about American Funds American Balanced Fund (BALFX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
BALFX is managed by American Funds. It was launched on Mar 15, 2001. RERGX is managed by American Funds.
Performance
BALFX vs. RERGX - Performance Comparison
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BALFX vs. RERGX - 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -5.45% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
Returns By Period
In the year-to-date period, BALFX achieves a -2.88% return, which is significantly higher than RERGX's -5.45% return. Over the past 10 years, BALFX has outperformed RERGX with an annualized return of 8.93%, while RERGX has yielded a comparatively lower 7.68% 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%
RERGX
- 1D
- -0.16%
- 1M
- -12.20%
- YTD
- -5.45%
- 6M
- -0.97%
- 1Y
- 19.17%
- 3Y*
- 10.00%
- 5Y*
- 3.13%
- 10Y*
- 7.68%
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BALFX vs. RERGX - Expense Ratio Comparison
BALFX has a 0.62% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Return for Risk
BALFX vs. RERGX — Risk / Return Rank
BALFX
RERGX
BALFX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund (BALFX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX). 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 | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 1.10 | +0.32 |
Sortino ratioReturn per unit of downside risk | 2.08 | 1.52 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.22 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.99 | 1.27 | +0.73 |
Martin ratioReturn relative to average drawdown | 8.46 | 4.87 | +3.59 |
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 | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 1.10 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.19 | +0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.46 | +0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.37 | +0.28 |
Correlation
The correlation between BALFX and RERGX is 0.81, 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. RERGX - Dividend Comparison
BALFX's dividend yield for the trailing twelve months is around 8.48%, less than RERGX's 14.76% 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.76% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
BALFX vs. RERGX - Drawdown Comparison
The maximum BALFX drawdown since its inception was -40.20%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for BALFX and RERGX.
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Drawdown Indicators
| BALFX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.20% | -37.30% | -2.90% |
Max Drawdown (1Y)Largest decline over 1 year | -7.34% | -12.52% | +5.18% |
Max Drawdown (5Y)Largest decline over 5 years | -18.81% | -37.30% | +18.49% |
Max Drawdown (10Y)Largest decline over 10 years | -22.34% | -37.30% | +14.96% |
Current DrawdownCurrent decline from peak | -7.03% | -12.52% | +5.49% |
Average DrawdownAverage peak-to-trough decline | -4.18% | -9.28% | +5.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.73% | 3.25% | -1.52% |
Volatility
BALFX vs. RERGX - Volatility Comparison
The current volatility for American Funds American Balanced Fund (BALFX) is 3.28%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 6.59%. This indicates that BALFX experiences smaller price fluctuations and is considered to be less risky than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BALFX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.28% | 6.59% | -3.31% |
Volatility (6M)Calculated over the trailing 6-month period | 6.75% | 11.23% | -4.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.10% | 16.21% | -5.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.41% | 16.43% | -6.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.61% | 16.78% | -6.17% |