FEUPX vs. ABALX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class F-3 (FEUPX) and American Funds American Balanced Fund Class A (ABALX).
FEUPX is managed by American Funds. It was launched on Apr 16, 1984. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
FEUPX vs. ABALX - Performance Comparison
Loading graphics...
FEUPX vs. ABALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEUPX American Funds EuroPacific Growth Fund Class F-3 | -2.85% | 29.34% | 3.00% | 16.12% | -22.78% | 2.86% | 25.24% | 27.42% | -17.33% | 22.64% |
ABALX American Funds American Balanced Fund Class A | -1.12% | 18.45% | 14.63% | 13.65% | -12.13% | 15.75% | 10.85% | 18.60% | -3.35% | 12.78% |
Returns By Period
In the year-to-date period, FEUPX achieves a -2.85% return, which is significantly lower than ABALX's -1.12% return.
FEUPX
- 1D
- 2.74%
- 1M
- -8.18%
- YTD
- -2.85%
- 6M
- 0.94%
- 1Y
- 21.56%
- 3Y*
- 11.00%
- 5Y*
- 3.33%
- 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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FEUPX vs. ABALX - Expense Ratio Comparison
FEUPX has a 0.46% expense ratio, which is lower than ABALX's 0.56% expense ratio.
Return for Risk
FEUPX vs. ABALX — Risk / Return Rank
FEUPX
ABALX
FEUPX vs. ABALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class F-3 (FEUPX) 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.
| FEUPX | ABALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.56 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.87 | 2.28 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.32 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 2.43 | -0.75 |
Martin ratioReturn relative to average drawdown | 6.37 | 10.15 | -3.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FEUPX | ABALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.56 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.79 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.87 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.79 | -0.35 |
Correlation
The correlation between FEUPX and ABALX is 0.79, 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
FEUPX vs. ABALX - Dividend Comparison
FEUPX's dividend yield for the trailing twelve months is around 14.34%, more than ABALX's 8.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEUPX American Funds EuroPacific Growth Fund Class F-3 | 14.34% | 13.94% | 4.96% | 3.94% | 2.02% | 10.18% | 0.40% | 3.14% | 3.17% | 3.28% | 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
FEUPX vs. ABALX - Drawdown Comparison
The maximum FEUPX drawdown since its inception was -37.31%, smaller than the maximum ABALX drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for FEUPX and ABALX.
Loading graphics...
Drawdown Indicators
| FEUPX | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.31% | -40.20% | +2.89% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -7.33% | -5.19% |
Max Drawdown (5Y)Largest decline over 5 years | -37.31% | -18.76% | -18.55% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.34% | — |
Current DrawdownCurrent decline from peak | -10.13% | -5.37% | -4.76% |
Average DrawdownAverage peak-to-trough decline | -10.82% | -3.86% | -6.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 1.76% | +1.54% |
Volatility
FEUPX vs. ABALX - Volatility Comparison
American Funds EuroPacific Growth Fund Class F-3 (FEUPX) has a higher volatility of 7.25% compared to American Funds American Balanced Fund Class A (ABALX) at 3.89%. This indicates that FEUPX's price experiences larger fluctuations and is considered to be riskier than ABALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FEUPX | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 3.89% | +3.36% |
Volatility (6M)Calculated over the trailing 6-month period | 11.54% | 6.96% | +4.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 11.22% | +5.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 10.45% | +6.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.01% | 10.63% | +6.38% |