CBFAX vs. AMCPX
Compare and contrast key facts about American Funds Global Balanced Fund (CBFAX) and American Funds AMCAP Fund Class A (AMCPX).
CBFAX is managed by American Funds. It was launched on Jan 31, 2011. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Performance
CBFAX vs. AMCPX - Performance Comparison
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CBFAX vs. AMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CBFAX American Funds Global Balanced Fund | -2.00% | 17.10% | 6.50% | 13.69% | -14.29% | 9.14% | 10.45% | 17.22% | -6.18% | 13.96% |
AMCPX American Funds AMCAP Fund Class A | -11.82% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
Returns By Period
In the year-to-date period, CBFAX achieves a -2.00% return, which is significantly higher than AMCPX's -11.82% return. Over the past 10 years, CBFAX has underperformed AMCPX with an annualized return of 6.38%, while AMCPX has yielded a comparatively higher 10.59% annualized return.
CBFAX
- 1D
- -0.08%
- 1M
- -6.64%
- YTD
- -2.00%
- 6M
- 0.71%
- 1Y
- 12.77%
- 3Y*
- 10.11%
- 5Y*
- 5.04%
- 10Y*
- 6.38%
AMCPX
- 1D
- -0.37%
- 1M
- -10.12%
- YTD
- -11.82%
- 6M
- -9.34%
- 1Y
- 11.06%
- 3Y*
- 14.39%
- 5Y*
- 6.22%
- 10Y*
- 10.59%
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CBFAX vs. AMCPX - Expense Ratio Comparison
CBFAX has a 0.84% expense ratio, which is higher than AMCPX's 0.65% expense ratio.
Return for Risk
CBFAX vs. AMCPX — Risk / Return Rank
CBFAX
AMCPX
CBFAX vs. AMCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Global Balanced Fund (CBFAX) and American Funds AMCAP Fund Class A (AMCPX). 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.
| CBFAX | AMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 0.56 | +0.81 |
Sortino ratioReturn per unit of downside risk | 1.95 | 0.94 | +1.00 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.13 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 0.59 | +1.20 |
Martin ratioReturn relative to average drawdown | 7.38 | 2.42 | +4.96 |
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
| CBFAX | AMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 0.56 | +0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.33 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.57 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.57 | +0.03 |
Correlation
The correlation between CBFAX and AMCPX is 0.86, 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
CBFAX vs. AMCPX - Dividend Comparison
CBFAX's dividend yield for the trailing twelve months is around 6.47%, less than AMCPX's 9.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBFAX American Funds Global Balanced Fund | 6.47% | 6.32% | 5.50% | 1.58% | 1.49% | 6.01% | 1.21% | 1.83% | 2.25% | 3.11% | 1.93% | 3.20% |
AMCPX American Funds AMCAP Fund Class A | 9.90% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
Drawdowns
CBFAX vs. AMCPX - Drawdown Comparison
The maximum CBFAX drawdown since its inception was -23.35%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for CBFAX and AMCPX.
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Drawdown Indicators
| CBFAX | AMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.35% | -62.37% | +39.02% |
Max Drawdown (1Y)Largest decline over 1 year | -6.73% | -14.18% | +7.45% |
Max Drawdown (5Y)Largest decline over 5 years | -22.56% | -36.90% | +14.34% |
Max Drawdown (10Y)Largest decline over 10 years | -23.35% | -36.90% | +13.55% |
Current DrawdownCurrent decline from peak | -6.73% | -14.18% | +7.45% |
Average DrawdownAverage peak-to-trough decline | -3.73% | -9.60% | +5.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 3.47% | -1.84% |
Volatility
CBFAX vs. AMCPX - Volatility Comparison
The current volatility for American Funds Global Balanced Fund (CBFAX) is 3.53%, while American Funds AMCAP Fund Class A (AMCPX) has a volatility of 5.26%. This indicates that CBFAX experiences smaller price fluctuations and is considered to be less risky than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBFAX | AMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.53% | 5.26% | -1.73% |
Volatility (6M)Calculated over the trailing 6-month period | 6.07% | 11.06% | -4.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.43% | 19.60% | -10.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.82% | 19.12% | -9.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.40% | 18.63% | -8.23% |