MACPX vs. AMBFX
Compare and contrast key facts about BlackRock Sustainable Balanced Fund (MACPX) and American Funds American Balanced Fund® Class F-2 (AMBFX).
MACPX is managed by BlackRock. It was launched on Nov 7, 1973. AMBFX is managed by American Funds. It was launched on Aug 5, 2008.
Performance
MACPX vs. AMBFX - Performance Comparison
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MACPX vs. AMBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MACPX BlackRock Sustainable Balanced Fund | -1.97% | 15.58% | 12.77% | 16.88% | -15.50% | 16.76% | 15.37% | 21.86% | -3.18% | 14.61% |
AMBFX American Funds American Balanced Fund® Class F-2 | -2.82% | 18.67% | 15.25% | 13.81% | -11.93% | 16.00% | 11.06% | 19.45% | -2.69% | 14.85% |
Returns By Period
In the year-to-date period, MACPX achieves a -1.97% return, which is significantly higher than AMBFX's -2.82% return. Both investments have delivered pretty close results over the past 10 years, with MACPX having a 9.48% annualized return and AMBFX not far behind at 9.33%.
MACPX
- 1D
- 0.00%
- 1M
- -5.98%
- YTD
- -1.97%
- 6M
- 0.11%
- 1Y
- 12.95%
- 3Y*
- 12.01%
- 5Y*
- 7.49%
- 10Y*
- 9.48%
AMBFX
- 1D
- -0.14%
- 1M
- -6.81%
- YTD
- -2.82%
- 6M
- 0.93%
- 1Y
- 15.54%
- 3Y*
- 13.72%
- 5Y*
- 8.28%
- 10Y*
- 9.33%
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MACPX vs. AMBFX - Expense Ratio Comparison
MACPX has a 0.50% expense ratio, which is higher than AMBFX's 0.35% expense ratio.
Return for Risk
MACPX vs. AMBFX — Risk / Return Rank
MACPX
AMBFX
MACPX vs. AMBFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Sustainable Balanced Fund (MACPX) and American Funds American Balanced Fund® Class F-2 (AMBFX). 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.
| MACPX | AMBFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.45 | -0.19 |
Sortino ratioReturn per unit of downside risk | 1.77 | 2.12 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.30 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 2.03 | -0.61 |
Martin ratioReturn relative to average drawdown | 6.77 | 8.67 | -1.90 |
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
| MACPX | AMBFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.45 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.80 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.88 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.72 | -0.07 |
Correlation
The correlation between MACPX and AMBFX is 0.94, 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
MACPX vs. AMBFX - Dividend Comparison
MACPX's dividend yield for the trailing twelve months is around 8.97%, more than AMBFX's 8.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MACPX BlackRock Sustainable Balanced Fund | 8.97% | 8.79% | 7.66% | 3.00% | 3.91% | 12.46% | 4.22% | 5.49% | 8.12% | 19.65% | 4.94% | 5.32% |
AMBFX American Funds American Balanced Fund® Class F-2 | 8.75% | 8.47% | 7.40% | 2.20% | 2.52% | 4.50% | 4.56% | 4.19% | 6.20% | 4.85% | 4.46% | 5.81% |
Drawdowns
MACPX vs. AMBFX - Drawdown Comparison
The maximum MACPX drawdown since its inception was -41.75%, which is greater than AMBFX's maximum drawdown of -35.05%. Use the drawdown chart below to compare losses from any high point for MACPX and AMBFX.
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Drawdown Indicators
| MACPX | AMBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.75% | -35.05% | -6.70% |
Max Drawdown (1Y)Largest decline over 1 year | -7.92% | -7.34% | -0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -21.84% | -18.65% | -3.19% |
Max Drawdown (10Y)Largest decline over 10 years | -24.59% | -22.31% | -2.28% |
Current DrawdownCurrent decline from peak | -6.18% | -7.00% | +0.82% |
Average DrawdownAverage peak-to-trough decline | -5.37% | -3.61% | -1.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 1.72% | +0.02% |
Volatility
MACPX vs. AMBFX - Volatility Comparison
BlackRock Sustainable Balanced Fund (MACPX) has a higher volatility of 3.52% compared to American Funds American Balanced Fund® Class F-2 (AMBFX) at 3.26%. This indicates that MACPX's price experiences larger fluctuations and is considered to be riskier than AMBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MACPX | AMBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.52% | 3.26% | +0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 6.06% | 6.73% | -0.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.37% | 11.10% | -0.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.03% | 10.42% | +0.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.41% | 10.62% | +0.79% |