CBALX vs. AMBFX
Compare and contrast key facts about Columbia Balanced Fund (CBALX) and American Funds American Balanced Fund® Class F-2 (AMBFX).
CBALX is managed by Columbia Threadneedle. It was launched on Sep 30, 1991. AMBFX is managed by American Funds. It was launched on Aug 5, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CBALX or AMBFX.
Correlation
The correlation between CBALX and AMBFX is 0.95, 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
CBALX vs. AMBFX - Performance Comparison
Key characteristics
CBALX:
-0.04
AMBFX:
0.22
CBALX:
0.03
AMBFX:
0.37
CBALX:
1.01
AMBFX:
1.05
CBALX:
-0.03
AMBFX:
0.21
CBALX:
-0.10
AMBFX:
0.72
CBALX:
4.97%
AMBFX:
3.75%
CBALX:
12.99%
AMBFX:
12.41%
CBALX:
-35.45%
AMBFX:
-33.83%
CBALX:
-13.02%
AMBFX:
-10.06%
Returns By Period
In the year-to-date period, CBALX achieves a -5.49% return, which is significantly lower than AMBFX's -3.64% return. Over the past 10 years, CBALX has underperformed AMBFX with an annualized return of 4.30%, while AMBFX has yielded a comparatively higher 4.83% annualized return.
CBALX
-5.49%
-4.06%
-10.57%
-0.37%
4.86%
4.30%
AMBFX
-3.64%
-3.71%
-8.56%
2.83%
6.21%
4.83%
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CBALX vs. AMBFX - Expense Ratio Comparison
CBALX has a 0.67% expense ratio, which is higher than AMBFX's 0.35% expense ratio.
Risk-Adjusted Performance
CBALX vs. AMBFX — Risk-Adjusted Performance Rank
CBALX
AMBFX
CBALX vs. AMBFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Balanced Fund (CBALX) and American Funds American Balanced Fund® Class F-2 (AMBFX). 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
CBALX vs. AMBFX - Dividend Comparison
CBALX's dividend yield for the trailing twelve months is around 2.29%, less than AMBFX's 2.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBALX Columbia Balanced Fund | 2.29% | 2.16% | 1.84% | 1.51% | 0.86% | 1.25% | 1.69% | 1.74% | 1.29% | 1.26% | 2.12% | 1.09% |
AMBFX American Funds American Balanced Fund® Class F-2 | 2.40% | 2.31% | 2.57% | 1.90% | 1.40% | 1.53% | 2.10% | 2.31% | 1.97% | 1.98% | 2.72% | 8.40% |
Drawdowns
CBALX vs. AMBFX - Drawdown Comparison
The maximum CBALX drawdown since its inception was -35.45%, roughly equal to the maximum AMBFX drawdown of -33.83%. Use the drawdown chart below to compare losses from any high point for CBALX and AMBFX. For additional features, visit the drawdowns tool.
Volatility
CBALX vs. AMBFX - Volatility Comparison
Columbia Balanced Fund (CBALX) has a higher volatility of 8.08% compared to American Funds American Balanced Fund® Class F-2 (AMBFX) at 7.58%. This indicates that CBALX's price experiences larger fluctuations and is considered to be riskier than AMBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.