Correlation
The correlation between RAFGX and RLBGX is 0.96, 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.
RAFGX vs. RLBGX
Compare and contrast key facts about American Funds AMCAP Fund Class R-6 (RAFGX) and American Funds American Balanced Fund Class R-6 (RLBGX).
RAFGX is managed by American Funds. It was launched on May 1, 2009. RLBGX is managed by American Funds. It was launched on Jul 26, 1975.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RAFGX or RLBGX.
Performance
RAFGX vs. RLBGX - Performance Comparison
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Key characteristics
RAFGX:
0.67
RLBGX:
1.13
RAFGX:
0.93
RLBGX:
1.48
RAFGX:
1.13
RLBGX:
1.21
RAFGX:
0.61
RLBGX:
1.15
RAFGX:
2.22
RLBGX:
4.66
RAFGX:
5.39%
RLBGX:
2.64%
RAFGX:
21.09%
RLBGX:
12.01%
RAFGX:
-35.07%
RLBGX:
-22.33%
RAFGX:
-3.13%
RLBGX:
-0.64%
Returns By Period
In the year-to-date period, RAFGX achieves a 1.71% return, which is significantly lower than RLBGX's 3.55% return. Over the past 10 years, RAFGX has outperformed RLBGX with an annualized return of 11.01%, while RLBGX has yielded a comparatively lower 8.62% annualized return.
RAFGX
1.71%
7.12%
0.01%
14.06%
14.92%
12.10%
11.01%
RLBGX
3.55%
3.99%
2.17%
13.43%
9.30%
9.68%
8.62%
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RAFGX vs. RLBGX - Expense Ratio Comparison
RAFGX has a 0.33% expense ratio, which is higher than RLBGX's 0.25% expense ratio.
Risk-Adjusted Performance
RAFGX vs. RLBGX — Risk-Adjusted Performance Rank
RAFGX
RLBGX
RAFGX vs. RLBGX - Risk-Adjusted Performance 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 R-6 (RLBGX). 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
RAFGX vs. RLBGX - Dividend Comparison
RAFGX's dividend yield for the trailing twelve months is around 8.12%, more than RLBGX's 7.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RAFGX American Funds AMCAP Fund Class R-6 | 8.12% | 8.26% | 3.74% | 7.36% | 5.83% | 5.54% | 5.10% | 11.07% | 5.58% | 4.09% | 8.78% | 9.57% |
RLBGX American Funds American Balanced Fund Class R-6 | 7.28% | 7.51% | 2.66% | 2.63% | 4.60% | 4.65% | 4.29% | 6.49% | 5.68% | 4.54% | 5.91% | 7.67% |
Drawdowns
RAFGX vs. RLBGX - Drawdown Comparison
The maximum RAFGX drawdown since its inception was -35.07%, which is greater than RLBGX's maximum drawdown of -22.33%. Use the drawdown chart below to compare losses from any high point for RAFGX and RLBGX.
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Volatility
RAFGX vs. RLBGX - Volatility Comparison
American Funds AMCAP Fund Class R-6 (RAFGX) has a higher volatility of 5.47% compared to American Funds American Balanced Fund Class R-6 (RLBGX) at 2.69%. This indicates that RAFGX's price experiences larger fluctuations and is considered to be riskier than RLBGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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