RAPZX vs. CBFAX
Compare and contrast key facts about Cohen & Steers Real Assets Fund Inc (RAPZX) and American Funds Global Balanced Fund (CBFAX).
RAPZX is managed by Cohen & Steers. It was launched on Jan 30, 2012. CBFAX is managed by American Funds. It was launched on Jan 31, 2011.
Performance
RAPZX vs. CBFAX - Performance Comparison
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RAPZX vs. CBFAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RAPZX Cohen & Steers Real Assets Fund Inc | 10.26% | 11.96% | 4.35% | 3.88% | -2.05% | 23.51% | -0.84% | 17.77% | -8.44% | 6.51% |
CBFAX American Funds Global Balanced Fund | -2.00% | 17.10% | 6.50% | 13.69% | -14.29% | 9.14% | 10.45% | 17.22% | -6.18% | 13.96% |
Returns By Period
In the year-to-date period, RAPZX achieves a 10.26% return, which is significantly higher than CBFAX's -2.00% return. Over the past 10 years, RAPZX has outperformed CBFAX with an annualized return of 7.09%, while CBFAX has yielded a comparatively lower 6.38% annualized return.
RAPZX
- 1D
- 0.25%
- 1M
- -2.41%
- YTD
- 10.26%
- 6M
- 7.91%
- 1Y
- 16.67%
- 3Y*
- 10.27%
- 5Y*
- 8.74%
- 10Y*
- 7.09%
CBFAX
- 1D
- -0.08%
- 1M
- -6.64%
- YTD
- -2.00%
- 6M
- 0.71%
- 1Y
- 12.77%
- 3Y*
- 10.11%
- 5Y*
- 5.04%
- 10Y*
- 6.38%
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RAPZX vs. CBFAX - Expense Ratio Comparison
RAPZX has a 0.80% expense ratio, which is lower than CBFAX's 0.84% expense ratio.
Return for Risk
RAPZX vs. CBFAX — Risk / Return Rank
RAPZX
CBFAX
RAPZX vs. CBFAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Real Assets Fund Inc (RAPZX) and American Funds Global Balanced Fund (CBFAX). 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.
| RAPZX | CBFAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 1.38 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.95 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.28 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.94 | 1.79 | +0.14 |
Martin ratioReturn relative to average drawdown | 8.99 | 7.38 | +1.61 |
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
| RAPZX | CBFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 1.38 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.52 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.62 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.60 | -0.26 |
Correlation
The correlation between RAPZX and CBFAX is 0.75, 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
RAPZX vs. CBFAX - Dividend Comparison
RAPZX's dividend yield for the trailing twelve months is around 1.31%, less than CBFAX's 6.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RAPZX Cohen & Steers Real Assets Fund Inc | 1.31% | 1.44% | 3.20% | 2.71% | 3.08% | 9.61% | 1.71% | 2.85% | 2.06% | 1.76% | 2.83% | 2.00% |
CBFAX American Funds Global Balanced Fund | 6.47% | 6.32% | 5.50% | 1.58% | 1.49% | 6.01% | 1.21% | 1.83% | 2.25% | 3.11% | 1.93% | 3.20% |
Drawdowns
RAPZX vs. CBFAX - Drawdown Comparison
The maximum RAPZX drawdown since its inception was -30.69%, which is greater than CBFAX's maximum drawdown of -23.35%. Use the drawdown chart below to compare losses from any high point for RAPZX and CBFAX.
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Drawdown Indicators
| RAPZX | CBFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.69% | -23.35% | -7.34% |
Max Drawdown (1Y)Largest decline over 1 year | -8.84% | -6.73% | -2.11% |
Max Drawdown (5Y)Largest decline over 5 years | -19.31% | -22.56% | +3.25% |
Max Drawdown (10Y)Largest decline over 10 years | -30.69% | -23.35% | -7.34% |
Current DrawdownCurrent decline from peak | -2.88% | -6.73% | +3.85% |
Average DrawdownAverage peak-to-trough decline | -8.16% | -3.73% | -4.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 1.63% | +0.27% |
Volatility
RAPZX vs. CBFAX - Volatility Comparison
The current volatility for Cohen & Steers Real Assets Fund Inc (RAPZX) is 2.90%, while American Funds Global Balanced Fund (CBFAX) has a volatility of 3.53%. This indicates that RAPZX experiences smaller price fluctuations and is considered to be less risky than CBFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RAPZX | CBFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.90% | 3.53% | -0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 9.10% | 6.07% | +3.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.24% | 9.43% | +2.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.86% | 9.82% | +3.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.81% | 10.40% | +2.41% |