BFAM vs. ABALX
Compare and contrast key facts about Bright Horizons Family Solutions Inc. (BFAM) and American Funds American Balanced Fund Class A (ABALX).
ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BFAM or ABALX.
Key characteristics
| BFAM | ABALX | |
|---|---|---|
| YTD Return | 21.26% | 4.91% |
| 1Y Return | 24.68% | 15.70% |
| 3Y Return (Ann) | -5.65% | 3.82% |
| 5Y Return (Ann) | -2.71% | 8.24% |
| 10Y Return (Ann) | 11.34% | 7.99% |
| Sharpe Ratio | 0.85 | 1.92 |
| Daily Std Dev | 30.45% | 8.10% |
| Max Drawdown | -69.32% | -39.31% |
| Current Drawdown | -37.10% | -1.18% |
Correlation
The correlation between BFAM and ABALX is 0.46, 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.
Performance
BFAM vs. ABALX - Performance Comparison
In the year-to-date period, BFAM achieves a 21.26% return, which is significantly higher than ABALX's 4.91% return. Over the past 10 years, BFAM has outperformed ABALX with an annualized return of 11.34%, while ABALX has yielded a comparatively lower 7.99% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BFAM vs. ABALX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bright Horizons Family Solutions Inc. (BFAM) and American Funds American Balanced Fund Class A (ABALX). 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
BFAM vs. ABALX - Dividend Comparison
BFAM has not paid dividends to shareholders, while ABALX's dividend yield for the trailing twelve months is around 2.29%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFAM Bright Horizons Family Solutions Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ABALX American Funds American Balanced Fund Class A | 2.29% | 2.36% | 2.30% | 4.30% | 4.35% | 4.00% | 6.17% | 5.37% | 4.21% | 5.97% | 8.09% | 1.54% |
Drawdowns
BFAM vs. ABALX - Drawdown Comparison
The maximum BFAM drawdown since its inception was -69.32%, which is greater than ABALX's maximum drawdown of -39.31%. Use the drawdown chart below to compare losses from any high point for BFAM and ABALX. For additional features, visit the drawdowns tool.
Volatility
BFAM vs. ABALX - Volatility Comparison
Bright Horizons Family Solutions Inc. (BFAM) has a higher volatility of 9.11% compared to American Funds American Balanced Fund Class A (ABALX) at 2.89%. This indicates that BFAM's price experiences larger fluctuations and is considered to be riskier than ABALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.