IGAAX vs. ABALX
Compare and contrast key facts about American Funds International Growth and Income Fund Class A (IGAAX) and American Funds American Balanced Fund Class A (ABALX).
IGAAX is managed by American Funds. It was launched on Oct 1, 2008. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
IGAAX vs. ABALX - Performance Comparison
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IGAAX vs. ABALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGAAX American Funds International Growth and Income Fund Class A | 1.55% | 35.09% | 3.28% | 15.25% | -15.47% | 9.80% | 7.78% | 27.11% | -14.38% | 26.08% |
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% | 14.69% |
Returns By Period
In the year-to-date period, IGAAX achieves a 1.55% return, which is significantly higher than ABALX's -1.12% return. Both investments have delivered pretty close results over the past 10 years, with IGAAX having a 8.77% annualized return and ABALX not far ahead at 9.17%.
IGAAX
- 1D
- 2.33%
- 1M
- -7.31%
- YTD
- 1.55%
- 6M
- 6.45%
- 1Y
- 26.97%
- 3Y*
- 14.95%
- 5Y*
- 7.44%
- 10Y*
- 8.77%
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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IGAAX vs. ABALX - Expense Ratio Comparison
IGAAX has a 0.91% expense ratio, which is higher than ABALX's 0.56% expense ratio.
Return for Risk
IGAAX vs. ABALX — Risk / Return Rank
IGAAX
ABALX
IGAAX vs. ABALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds International Growth and Income Fund Class A (IGAAX) 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.
| IGAAX | ABALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.92 | 1.56 | +0.36 |
Sortino ratioReturn per unit of downside risk | 2.43 | 2.28 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.32 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.44 | 2.43 | 0.00 |
Martin ratioReturn relative to average drawdown | 9.51 | 10.15 | -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
| IGAAX | ABALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.92 | 1.56 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.79 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.87 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.79 | -0.35 |
Correlation
The correlation between IGAAX and ABALX is 0.81, 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
IGAAX vs. ABALX - Dividend Comparison
IGAAX's dividend yield for the trailing twelve months is around 8.12%, less than ABALX's 8.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGAAX American Funds International Growth and Income Fund Class A | 8.12% | 8.14% | 3.37% | 2.29% | 4.00% | 6.91% | 1.37% | 2.40% | 2.81% | 1.85% | 2.35% | 3.25% |
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
IGAAX vs. ABALX - Drawdown Comparison
The maximum IGAAX drawdown since its inception was -35.79%, smaller than the maximum ABALX drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for IGAAX and ABALX.
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Drawdown Indicators
| IGAAX | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.79% | -40.20% | +4.41% |
Max Drawdown (1Y)Largest decline over 1 year | -10.92% | -7.33% | -3.59% |
Max Drawdown (5Y)Largest decline over 5 years | -30.57% | -18.76% | -11.81% |
Max Drawdown (10Y)Largest decline over 10 years | -35.79% | -22.34% | -13.45% |
Current DrawdownCurrent decline from peak | -8.84% | -5.37% | -3.47% |
Average DrawdownAverage peak-to-trough decline | -7.96% | -3.86% | -4.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 1.76% | +1.04% |
Volatility
IGAAX vs. ABALX - Volatility Comparison
American Funds International Growth and Income Fund Class A (IGAAX) has a higher volatility of 6.30% compared to American Funds American Balanced Fund Class A (ABALX) at 3.89%. This indicates that IGAAX'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.
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Volatility by Period
| IGAAX | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.30% | 3.89% | +2.41% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 6.96% | +2.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.55% | 11.22% | +3.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.43% | 10.45% | +3.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.82% | 10.63% | +5.19% |