CBAAX vs. ABALX
Compare and contrast key facts about American Funds Moderate Growth and Income Portfolio (CBAAX) and American Funds American Balanced Fund Class A (ABALX).
CBAAX is managed by American Funds. It was launched on May 17, 2012. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
CBAAX vs. ABALX - Performance Comparison
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CBAAX vs. ABALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CBAAX American Funds Moderate Growth and Income Portfolio | -3.12% | 16.62% | 11.27% | 13.82% | -13.58% | 13.79% | 13.20% | 19.42% | -4.63% | 16.65% |
ABALX American Funds American Balanced Fund Class A | -2.86% | 18.45% | 14.63% | 13.65% | -12.13% | 15.75% | 10.85% | 18.60% | -3.35% | 14.69% |
Returns By Period
In the year-to-date period, CBAAX achieves a -3.12% return, which is significantly lower than ABALX's -2.86% return. Over the past 10 years, CBAAX has underperformed ABALX with an annualized return of 8.25%, while ABALX has yielded a comparatively higher 8.98% annualized return.
CBAAX
- 1D
- -0.10%
- 1M
- -7.18%
- YTD
- -3.12%
- 6M
- -0.42%
- 1Y
- 12.55%
- 3Y*
- 11.41%
- 5Y*
- 6.38%
- 10Y*
- 8.25%
ABALX
- 1D
- -0.14%
- 1M
- -6.82%
- YTD
- -2.86%
- 6M
- 0.85%
- 1Y
- 15.33%
- 3Y*
- 13.40%
- 5Y*
- 8.00%
- 10Y*
- 8.98%
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CBAAX vs. ABALX - Expense Ratio Comparison
CBAAX has a 0.35% expense ratio, which is lower than ABALX's 0.56% expense ratio.
Return for Risk
CBAAX vs. ABALX — Risk / Return Rank
CBAAX
ABALX
CBAAX vs. ABALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Moderate Growth and Income Portfolio (CBAAX) 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.
| CBAAX | ABALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.43 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.77 | 2.09 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.29 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 2.00 | -0.46 |
Martin ratioReturn relative to average drawdown | 6.65 | 8.51 | -1.86 |
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
| CBAAX | ABALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.43 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.77 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.85 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.79 | +0.06 |
Correlation
The correlation between CBAAX and ABALX is 0.97, 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
CBAAX vs. ABALX - Dividend Comparison
CBAAX's dividend yield for the trailing twelve months is around 5.99%, less than ABALX's 8.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBAAX American Funds Moderate Growth and Income Portfolio | 5.99% | 5.81% | 3.56% | 2.26% | 5.97% | 4.95% | 2.54% | 3.80% | 4.65% | 3.43% | 3.59% | 3.59% |
ABALX American Funds American Balanced Fund Class A | 8.54% | 8.27% | 6.87% | 2.05% | 2.30% | 4.30% | 4.35% | 3.49% | 5.49% | 4.72% | 4.24% | 5.60% |
Drawdowns
CBAAX vs. ABALX - Drawdown Comparison
The maximum CBAAX drawdown since its inception was -23.16%, smaller than the maximum ABALX drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for CBAAX and ABALX.
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Drawdown Indicators
| CBAAX | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.16% | -40.20% | +17.04% |
Max Drawdown (1Y)Largest decline over 1 year | -7.62% | -7.33% | -0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -20.72% | -18.76% | -1.96% |
Max Drawdown (10Y)Largest decline over 10 years | -23.16% | -22.34% | -0.82% |
Current DrawdownCurrent decline from peak | -7.31% | -7.03% | -0.28% |
Average DrawdownAverage peak-to-trough decline | -2.96% | -3.86% | +0.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.77% | 1.73% | +0.04% |
Volatility
CBAAX vs. ABALX - Volatility Comparison
American Funds Moderate Growth and Income Portfolio (CBAAX) and American Funds American Balanced Fund Class A (ABALX) have volatilities of 3.42% and 3.26%, 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.
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Volatility by Period
| CBAAX | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.42% | 3.26% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 6.38% | 6.74% | -0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.53% | 11.11% | -0.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.31% | 10.42% | -0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.76% | 10.61% | +0.15% |