PABFX vs. ABALX
Compare and contrast key facts about PGIM Balanced Fund (PABFX) and American Funds American Balanced Fund Class A (ABALX).
PABFX is managed by PGIM. It was launched on Jan 3, 1993. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
PABFX vs. ABALX - Performance Comparison
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PABFX vs. ABALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PABFX PGIM Balanced Fund | -1.40% | 15.83% | 19.80% | 17.08% | -16.07% | 14.68% | 9.12% | 21.77% | -5.16% | 14.36% |
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, PABFX achieves a -1.40% return, which is significantly lower than ABALX's -1.12% return. Both investments have delivered pretty close results over the past 10 years, with PABFX having a 8.95% annualized return and ABALX not far ahead at 9.17%.
PABFX
- 1D
- 1.97%
- 1M
- -4.15%
- YTD
- -1.40%
- 6M
- 1.12%
- 1Y
- 15.23%
- 3Y*
- 15.10%
- 5Y*
- 7.97%
- 10Y*
- 8.95%
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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PABFX vs. ABALX - Expense Ratio Comparison
PABFX has a 0.78% expense ratio, which is higher than ABALX's 0.56% expense ratio.
Return for Risk
PABFX vs. ABALX — Risk / Return Rank
PABFX
ABALX
PABFX vs. ABALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Balanced Fund (PABFX) 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.
| PABFX | ABALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 1.56 | -0.16 |
Sortino ratioReturn per unit of downside risk | 2.01 | 2.28 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.32 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.95 | 2.43 | -0.49 |
Martin ratioReturn relative to average drawdown | 8.67 | 10.15 | -1.47 |
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
| PABFX | ABALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 1.56 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.79 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.87 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.79 | -0.12 |
Correlation
The correlation between PABFX and ABALX is 0.93, 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
PABFX vs. ABALX - Dividend Comparison
PABFX's dividend yield for the trailing twelve months is around 9.65%, more than ABALX's 8.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PABFX PGIM Balanced Fund | 9.65% | 9.57% | 13.25% | 2.35% | 2.09% | 12.40% | 1.66% | 5.18% | 7.55% | 5.78% | 4.79% | 8.06% |
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
PABFX vs. ABALX - Drawdown Comparison
The maximum PABFX drawdown since its inception was -40.90%, roughly equal to the maximum ABALX drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for PABFX and ABALX.
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Drawdown Indicators
| PABFX | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.90% | -40.20% | -0.70% |
Max Drawdown (1Y)Largest decline over 1 year | -8.13% | -7.33% | -0.80% |
Max Drawdown (5Y)Largest decline over 5 years | -21.24% | -18.76% | -2.48% |
Max Drawdown (10Y)Largest decline over 10 years | -26.46% | -22.34% | -4.12% |
Current DrawdownCurrent decline from peak | -4.90% | -5.37% | +0.47% |
Average DrawdownAverage peak-to-trough decline | -4.80% | -3.86% | -0.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 1.76% | +0.06% |
Volatility
PABFX vs. ABALX - Volatility Comparison
PGIM Balanced Fund (PABFX) has a higher volatility of 4.19% compared to American Funds American Balanced Fund Class A (ABALX) at 3.89%. This indicates that PABFX'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
| PABFX | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.19% | 3.89% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 6.54% | 6.96% | -0.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.24% | 11.22% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.93% | 10.45% | +1.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.57% | 10.63% | +0.94% |