RAFGX vs. ABALX
Compare and contrast key facts about American Funds AMCAP Fund Class R-6 (RAFGX) and American Funds American Balanced Fund Class A (ABALX).
RAFGX is managed by American Funds. It was launched on May 1, 2009. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
RAFGX vs. ABALX - Performance Comparison
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RAFGX vs. ABALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RAFGX American Funds AMCAP Fund Class R-6 | -8.46% | 18.05% | 21.50% | 31.47% | -28.42% | 24.11% | 21.80% | 26.76% | -4.08% | 22.45% |
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, RAFGX achieves a -8.46% return, which is significantly lower than ABALX's -1.12% return. Over the past 10 years, RAFGX has outperformed ABALX with an annualized return of 11.65%, while ABALX has yielded a comparatively lower 9.17% annualized return.
RAFGX
- 1D
- 3.70%
- 1M
- -6.46%
- YTD
- -8.46%
- 6M
- -6.25%
- 1Y
- 14.92%
- 3Y*
- 16.16%
- 5Y*
- 7.55%
- 10Y*
- 11.65%
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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RAFGX vs. ABALX - Expense Ratio Comparison
RAFGX has a 0.33% expense ratio, which is lower than ABALX's 0.56% expense ratio.
Return for Risk
RAFGX vs. ABALX — Risk / Return Rank
RAFGX
ABALX
RAFGX vs. ABALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class R-6 (RAFGX) 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.
| RAFGX | ABALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 1.56 | -0.77 |
Sortino ratioReturn per unit of downside risk | 1.26 | 2.28 | -1.02 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.32 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.09 | 2.43 | -1.34 |
Martin ratioReturn relative to average drawdown | 4.38 | 10.15 | -5.77 |
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
| RAFGX | ABALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 1.56 | -0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.79 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.87 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.79 | -0.10 |
Correlation
The correlation between RAFGX 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
RAFGX vs. ABALX - Dividend Comparison
RAFGX's dividend yield for the trailing twelve months is around 9.26%, more than ABALX's 8.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RAFGX American Funds AMCAP Fund Class R-6 | 9.26% | 8.47% | 8.26% | 3.75% | 7.36% | 5.83% | 4.07% | 5.10% | 8.04% | 5.58% | 4.09% | 8.78% |
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
RAFGX vs. ABALX - Drawdown Comparison
The maximum RAFGX drawdown since its inception was -35.07%, smaller than the maximum ABALX drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for RAFGX and ABALX.
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Drawdown Indicators
| RAFGX | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.07% | -40.20% | +5.13% |
Max Drawdown (1Y)Largest decline over 1 year | -14.12% | -7.33% | -6.79% |
Max Drawdown (5Y)Largest decline over 5 years | -35.07% | -18.76% | -16.31% |
Max Drawdown (10Y)Largest decline over 10 years | -35.07% | -22.34% | -12.73% |
Current DrawdownCurrent decline from peak | -10.94% | -5.37% | -5.57% |
Average DrawdownAverage peak-to-trough decline | -5.53% | -3.86% | -1.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.53% | 1.76% | +1.77% |
Volatility
RAFGX vs. ABALX - Volatility Comparison
American Funds AMCAP Fund Class R-6 (RAFGX) has a higher volatility of 6.70% compared to American Funds American Balanced Fund Class A (ABALX) at 3.89%. This indicates that RAFGX'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
| RAFGX | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 3.89% | +2.81% |
Volatility (6M)Calculated over the trailing 6-month period | 11.65% | 6.96% | +4.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.91% | 11.22% | +8.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.20% | 10.45% | +8.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.68% | 10.63% | +8.05% |