Correlation
The correlation between MACPX and AMBFX is 0.95, 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.
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MACPX or AMBFX.
Performance
MACPX vs. AMBFX - Performance Comparison
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Key characteristics
MACPX:
0.58
AMBFX:
1.12
MACPX:
0.82
AMBFX:
1.46
MACPX:
1.12
AMBFX:
1.21
MACPX:
0.47
AMBFX:
1.14
MACPX:
1.67
AMBFX:
4.60
MACPX:
3.67%
AMBFX:
2.64%
MACPX:
11.18%
AMBFX:
11.99%
MACPX:
-49.81%
AMBFX:
-33.81%
MACPX:
-2.79%
AMBFX:
-0.67%
Returns By Period
In the year-to-date period, MACPX achieves a 3.78% return, which is significantly higher than AMBFX's 3.47% return. Over the past 10 years, MACPX has underperformed AMBFX with an annualized return of 2.76%, while AMBFX has yielded a comparatively higher 8.51% annualized return.
MACPX
3.78%
2.95%
-1.10%
6.44%
6.50%
4.98%
2.76%
AMBFX
3.47%
3.94%
2.08%
13.30%
9.17%
9.56%
8.51%
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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.
Risk-Adjusted Performance
MACPX vs. AMBFX — Risk-Adjusted Performance Rank
MACPX
AMBFX
MACPX vs. AMBFX - Risk-Adjusted Performance 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.
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Dividends
MACPX vs. AMBFX - Dividend Comparison
MACPX's dividend yield for the trailing twelve months is around 7.38%, more than AMBFX's 7.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MACPX BlackRock Sustainable Balanced Fund | 7.38% | 7.66% | 3.00% | 3.91% | 12.46% | 4.32% | 5.50% | 8.12% | 19.64% | 4.94% | 5.33% | 14.17% |
AMBFX American Funds American Balanced Fund® Class F-2 | 7.18% | 7.41% | 2.57% | 2.52% | 4.50% | 4.56% | 4.19% | 6.39% | 5.58% | 4.45% | 5.81% | 7.58% |
Drawdowns
MACPX vs. AMBFX - Drawdown Comparison
The maximum MACPX drawdown since its inception was -49.81%, which is greater than AMBFX's maximum drawdown of -33.81%. Use the drawdown chart below to compare losses from any high point for MACPX and AMBFX.
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Volatility
MACPX vs. AMBFX - Volatility Comparison
The current volatility for BlackRock Sustainable Balanced Fund (MACPX) is 2.07%, while American Funds American Balanced Fund® Class F-2 (AMBFX) has a volatility of 2.70%. This indicates that MACPX experiences smaller price fluctuations and is considered to be less risky than AMBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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