CCFAX vs. ABALX
Compare and contrast key facts about American Funds College 2036 Fund (CCFAX) and American Funds American Balanced Fund Class A (ABALX).
CCFAX is managed by American Funds. It was launched on Feb 8, 2018. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
CCFAX vs. ABALX - Performance Comparison
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CCFAX vs. ABALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
CCFAX American Funds College 2036 Fund | -3.43% | 16.36% | 13.70% | 19.10% | -18.41% | 12.44% | 16.77% | 22.43% | -9.10% |
ABALX American Funds American Balanced Fund Class A | -1.12% | 18.45% | 14.63% | 13.65% | -12.13% | 15.75% | 10.85% | 18.60% | -2.74% |
Returns By Period
In the year-to-date period, CCFAX achieves a -3.43% return, which is significantly lower than ABALX's -1.12% return.
CCFAX
- 1D
- 0.00%
- 1M
- -6.44%
- YTD
- -3.43%
- 6M
- -1.05%
- 1Y
- 12.73%
- 3Y*
- 12.88%
- 5Y*
- 6.37%
- 10Y*
- —
ABALX
- 1D
- 1.79%
- 1M
- -4.88%
- YTD
- -1.12%
- 6M
- 2.08%
- 1Y
- 16.95%
- 3Y*
- 14.07%
- 5Y*
- 8.20%
- 10Y*
- 9.17%
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CCFAX vs. ABALX - Expense Ratio Comparison
CCFAX has a 0.43% expense ratio, which is lower than ABALX's 0.56% expense ratio.
Return for Risk
CCFAX vs. ABALX — Risk / Return Rank
CCFAX
ABALX
CCFAX vs. ABALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds College 2036 Fund (CCFAX) 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.
| CCFAX | ABALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.56 | -0.35 |
Sortino ratioReturn per unit of downside risk | 1.78 | 2.28 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.32 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 2.43 | -0.93 |
Martin ratioReturn relative to average drawdown | 6.83 | 10.15 | -3.31 |
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
| CCFAX | ABALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.56 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.79 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.87 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.79 | -0.22 |
Correlation
The correlation between CCFAX and ABALX is 0.96, 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
CCFAX vs. ABALX - Dividend Comparison
CCFAX's dividend yield for the trailing twelve months is around 7.35%, less than ABALX's 8.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCFAX American Funds College 2036 Fund | 7.35% | 7.10% | 5.41% | 1.75% | 4.66% | 7.82% | 4.37% | 2.61% | 1.20% | 0.00% | 0.00% | 0.00% |
ABALX American Funds American Balanced Fund Class A | 8.39% | 8.27% | 6.87% | 2.05% | 2.30% | 4.30% | 4.35% | 3.49% | 5.49% | 4.72% | 4.24% | 5.60% |
Drawdowns
CCFAX vs. ABALX - Drawdown Comparison
The maximum CCFAX drawdown since its inception was -25.80%, smaller than the maximum ABALX drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for CCFAX and ABALX.
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Drawdown Indicators
| CCFAX | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.80% | -40.20% | +14.40% |
Max Drawdown (1Y)Largest decline over 1 year | -7.73% | -7.33% | -0.40% |
Max Drawdown (5Y)Largest decline over 5 years | -25.34% | -18.76% | -6.58% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.34% | — |
Current DrawdownCurrent decline from peak | -6.63% | -5.37% | -1.26% |
Average DrawdownAverage peak-to-trough decline | -5.27% | -3.86% | -1.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.71% | 1.76% | -0.05% |
Volatility
CCFAX vs. ABALX - Volatility Comparison
The current volatility for American Funds College 2036 Fund (CCFAX) is 3.17%, while American Funds American Balanced Fund Class A (ABALX) has a volatility of 3.89%. This indicates that CCFAX experiences smaller price fluctuations and is considered to be less risky than ABALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CCFAX | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.17% | 3.89% | -0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 6.00% | 6.96% | -0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.57% | 11.22% | -0.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.49% | 10.45% | +1.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.40% | 10.63% | +2.77% |