CBFAX vs. AMECX
Compare and contrast key facts about American Funds Global Balanced Fund (CBFAX) and American Funds The Income Fund of America Class A (AMECX).
CBFAX is managed by American Funds. It was launched on Jan 31, 2011. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
CBFAX vs. AMECX - Performance Comparison
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CBFAX vs. AMECX - 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% |
AMECX American Funds The Income Fund of America Class A | 1.48% | 17.77% | 10.84% | 6.79% | -6.40% | 17.37% | 4.49% | 18.50% | -5.27% | 12.58% |
Returns By Period
In the year-to-date period, CBFAX achieves a -2.00% return, which is significantly lower than AMECX's 1.48% return. Over the past 10 years, CBFAX has underperformed AMECX with an annualized return of 6.38%, while AMECX has yielded a comparatively higher 8.21% 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%
AMECX
- 1D
- 0.23%
- 1M
- -5.74%
- YTD
- 1.48%
- 6M
- 4.22%
- 1Y
- 14.19%
- 3Y*
- 11.95%
- 5Y*
- 7.95%
- 10Y*
- 8.21%
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CBFAX vs. AMECX - Expense Ratio Comparison
CBFAX has a 0.84% expense ratio, which is higher than AMECX's 0.56% expense ratio.
Return for Risk
CBFAX vs. AMECX — Risk / Return Rank
CBFAX
AMECX
CBFAX vs. AMECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Global Balanced Fund (CBFAX) and American Funds The Income Fund of America Class A (AMECX). 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 | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.55 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.95 | 2.13 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.32 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 1.71 | +0.08 |
Martin ratioReturn relative to average drawdown | 7.38 | 8.01 | -0.64 |
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 | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.55 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.85 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.77 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.72 | -0.11 |
Correlation
The correlation between CBFAX and AMECX is 0.91, 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. AMECX - Dividend Comparison
CBFAX's dividend yield for the trailing twelve months is around 6.47%, less than AMECX's 9.86% 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% |
AMECX American Funds The Income Fund of America Class A | 9.86% | 9.94% | 6.38% | 2.93% | 6.98% | 6.67% | 2.80% | 5.01% | 7.48% | 4.26% | 3.09% | 5.09% |
Drawdowns
CBFAX vs. AMECX - Drawdown Comparison
The maximum CBFAX drawdown since its inception was -23.35%, smaller than the maximum AMECX drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for CBFAX and AMECX.
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Drawdown Indicators
| CBFAX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.35% | -41.92% | +18.57% |
Max Drawdown (1Y)Largest decline over 1 year | -6.73% | -8.19% | +1.46% |
Max Drawdown (5Y)Largest decline over 5 years | -22.56% | -15.78% | -6.78% |
Max Drawdown (10Y)Largest decline over 10 years | -23.35% | -26.13% | +2.78% |
Current DrawdownCurrent decline from peak | -6.73% | -5.74% | -0.99% |
Average DrawdownAverage peak-to-trough decline | -3.73% | -4.46% | +0.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 1.74% | -0.11% |
Volatility
CBFAX vs. AMECX - Volatility Comparison
American Funds Global Balanced Fund (CBFAX) has a higher volatility of 3.53% compared to American Funds The Income Fund of America Class A (AMECX) at 2.94%. This indicates that CBFAX's price experiences larger fluctuations and is considered to be riskier than AMECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBFAX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.53% | 2.94% | +0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 6.07% | 5.49% | +0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.43% | 9.48% | -0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.82% | 9.44% | +0.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.40% | 10.66% | -0.26% |