BALFX vs. VBINX
Compare and contrast key facts about American Funds American Balanced Fund (BALFX) and Vanguard Balanced Index Fund (VBINX).
BALFX is managed by American Funds. It was launched on Mar 15, 2001. VBINX is managed by Vanguard. It was launched on Nov 9, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BALFX or VBINX.
Correlation
The correlation between BALFX and VBINX 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.
Performance
BALFX vs. VBINX - Performance Comparison
Key characteristics
BALFX:
1.30
VBINX:
1.50
BALFX:
1.69
VBINX:
2.00
BALFX:
1.25
VBINX:
1.28
BALFX:
1.74
VBINX:
1.75
BALFX:
5.82
VBINX:
7.38
BALFX:
2.19%
VBINX:
1.86%
BALFX:
9.78%
VBINX:
9.14%
BALFX:
-37.21%
VBINX:
-35.97%
BALFX:
-4.88%
VBINX:
-4.50%
Returns By Period
In the year-to-date period, BALFX achieves a 1.95% return, which is significantly higher than VBINX's 1.36% return. Over the past 10 years, BALFX has underperformed VBINX with an annualized return of 5.47%, while VBINX has yielded a comparatively higher 7.24% annualized return.
BALFX
1.95%
1.89%
1.37%
11.45%
5.65%
5.47%
VBINX
1.36%
-1.31%
3.48%
13.24%
6.05%
7.24%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BALFX vs. VBINX - Expense Ratio Comparison
BALFX has a 0.62% expense ratio, which is higher than VBINX's 0.18% expense ratio.
Risk-Adjusted Performance
BALFX vs. VBINX — Risk-Adjusted Performance Rank
BALFX
VBINX
BALFX vs. VBINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund (BALFX) and Vanguard Balanced Index Fund (VBINX). 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
BALFX vs. VBINX - Dividend Comparison
BALFX's dividend yield for the trailing twelve months is around 2.00%, which matches VBINX's 2.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BALFX American Funds American Balanced Fund | 2.00% | 2.04% | 2.31% | 1.63% | 1.13% | 1.28% | 1.85% | 2.02% | 1.71% | 1.71% | 3.20% | 8.75% |
VBINX Vanguard Balanced Index Fund | 2.00% | 2.02% | 1.93% | 1.80% | 1.27% | 1.55% | 2.02% | 2.19% | 1.83% | 1.97% | 1.95% | 1.79% |
Drawdowns
BALFX vs. VBINX - Drawdown Comparison
The maximum BALFX drawdown since its inception was -37.21%, roughly equal to the maximum VBINX drawdown of -35.97%. Use the drawdown chart below to compare losses from any high point for BALFX and VBINX. For additional features, visit the drawdowns tool.
Volatility
BALFX vs. VBINX - Volatility Comparison
The current volatility for American Funds American Balanced Fund (BALFX) is 3.62%, while Vanguard Balanced Index Fund (VBINX) has a volatility of 4.71%. This indicates that BALFX experiences smaller price fluctuations and is considered to be less risky than VBINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.