CBFAX vs. RGAGX
Compare and contrast key facts about American Funds Global Balanced Fund (CBFAX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
CBFAX is managed by American Funds. It was launched on Jan 31, 2011. RGAGX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
CBFAX vs. RGAGX - Performance Comparison
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CBFAX vs. RGAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CBFAX American Funds Global Balanced Fund | -0.21% | 17.10% | 6.50% | 13.69% | -14.29% | 9.14% | 10.45% | 17.22% | -6.18% | 13.96% |
RGAGX American Funds The Growth Fund of America Class R-6 | -7.99% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Returns By Period
In the year-to-date period, CBFAX achieves a -0.21% return, which is significantly higher than RGAGX's -7.99% return. Over the past 10 years, CBFAX has underperformed RGAGX with an annualized return of 6.57%, while RGAGX has yielded a comparatively higher 14.74% annualized return.
CBFAX
- 1D
- 1.83%
- 1M
- -4.52%
- YTD
- -0.21%
- 6M
- 2.21%
- 1Y
- 14.53%
- 3Y*
- 10.78%
- 5Y*
- 5.24%
- 10Y*
- 6.57%
RGAGX
- 1D
- 3.55%
- 1M
- -6.32%
- YTD
- -7.99%
- 6M
- -7.03%
- 1Y
- 17.19%
- 3Y*
- 20.63%
- 5Y*
- 9.29%
- 10Y*
- 14.74%
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CBFAX vs. RGAGX - Expense Ratio Comparison
CBFAX has a 0.84% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Return for Risk
CBFAX vs. RGAGX — Risk / Return Rank
CBFAX
RGAGX
CBFAX vs. RGAGX - 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 Growth Fund of America Class R-6 (RGAGX). 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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 0.86 | +0.70 |
Sortino ratioReturn per unit of downside risk | 2.21 | 1.37 | +0.84 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.20 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.22 | 1.29 | +0.93 |
Martin ratioReturn relative to average drawdown | 9.00 | 4.90 | +4.09 |
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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 0.86 | +0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.46 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.75 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.80 | -0.18 |
Correlation
The correlation between CBFAX and RGAGX 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. RGAGX - Dividend Comparison
CBFAX's dividend yield for the trailing twelve months is around 6.36%, less than RGAGX's 11.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBFAX American Funds Global Balanced Fund | 6.36% | 6.32% | 5.50% | 1.58% | 1.49% | 6.01% | 1.21% | 1.83% | 2.25% | 3.11% | 1.93% | 3.20% |
RGAGX American Funds The Growth Fund of America Class R-6 | 11.95% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Drawdowns
CBFAX vs. RGAGX - Drawdown Comparison
The maximum CBFAX drawdown since its inception was -23.35%, smaller than the maximum RGAGX drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for CBFAX and RGAGX.
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Drawdown Indicators
| CBFAX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.35% | -36.19% | +12.84% |
Max Drawdown (1Y)Largest decline over 1 year | -6.73% | -13.71% | +6.98% |
Max Drawdown (5Y)Largest decline over 5 years | -22.56% | -36.19% | +13.63% |
Max Drawdown (10Y)Largest decline over 10 years | -23.35% | -36.19% | +12.84% |
Current DrawdownCurrent decline from peak | -5.02% | -10.64% | +5.62% |
Average DrawdownAverage peak-to-trough decline | -3.73% | -5.53% | +1.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 3.62% | -1.96% |
Volatility
CBFAX vs. RGAGX - Volatility Comparison
The current volatility for American Funds Global Balanced Fund (CBFAX) is 4.13%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 6.74%. This indicates that CBFAX experiences smaller price fluctuations and is considered to be less risky than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBFAX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 6.74% | -2.61% |
Volatility (6M)Calculated over the trailing 6-month period | 6.33% | 12.12% | -5.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.58% | 21.00% | -11.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.86% | 20.23% | -10.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.42% | 19.64% | -9.22% |