RERFX vs. ABALX
Compare and contrast key facts about American Funds Real Estate Index Fund Class R-6 (RERFX) and American Funds American Balanced Fund Class A (ABALX).
RERFX is managed by American Funds. It was launched on Mar 31, 2023. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
RERFX vs. ABALX - Performance Comparison
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RERFX vs. ABALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RERFX American Funds Real Estate Index Fund Class R-6 | -5.46% | 29.26% | 2.96% | 16.02% | -22.81% | 2.81% | 25.20% | 27.36% | -17.37% | 31.10% |
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, RERFX achieves a -5.46% return, which is significantly lower than ABALX's -1.12% return. Over the past 10 years, RERFX has underperformed ABALX with an annualized return of 7.63%, while ABALX has yielded a comparatively higher 9.17% annualized return.
RERFX
- 1D
- -0.16%
- 1M
- -12.20%
- YTD
- -5.46%
- 6M
- -1.00%
- 1Y
- 19.11%
- 3Y*
- 9.95%
- 5Y*
- 3.08%
- 10Y*
- 7.63%
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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RERFX vs. ABALX - Expense Ratio Comparison
RERFX has a 0.29% expense ratio, which is lower than ABALX's 0.56% expense ratio.
Return for Risk
RERFX vs. ABALX — Risk / Return Rank
RERFX
ABALX
RERFX vs. ABALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Real Estate Index Fund Class R-6 (RERFX) 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.
| RERFX | ABALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.56 | -0.46 |
Sortino ratioReturn per unit of downside risk | 1.51 | 2.28 | -0.77 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.32 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 2.43 | -1.17 |
Martin ratioReturn relative to average drawdown | 4.85 | 10.15 | -5.29 |
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
| RERFX | ABALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.56 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.79 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.87 | -0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.79 | -0.39 |
Correlation
The correlation between RERFX and ABALX is 0.80, 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
RERFX vs. ABALX - Dividend Comparison
RERFX's dividend yield for the trailing twelve months is around 14.74%, more than ABALX's 8.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RERFX American Funds Real Estate Index Fund Class R-6 | 14.74% | 13.93% | 4.90% | 3.90% | 1.98% | 10.14% | 0.38% | 3.10% | 3.11% | 4.94% | 1.58% | 3.38% |
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
RERFX vs. ABALX - Drawdown Comparison
The maximum RERFX drawdown since its inception was -53.80%, which is greater than ABALX's maximum drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for RERFX and ABALX.
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Drawdown Indicators
| RERFX | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.80% | -40.20% | -13.60% |
Max Drawdown (1Y)Largest decline over 1 year | -12.53% | -7.33% | -5.20% |
Max Drawdown (5Y)Largest decline over 5 years | -37.32% | -18.76% | -18.56% |
Max Drawdown (10Y)Largest decline over 10 years | -37.32% | -22.34% | -14.98% |
Current DrawdownCurrent decline from peak | -12.53% | -5.37% | -7.16% |
Average DrawdownAverage peak-to-trough decline | -11.08% | -3.86% | -7.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 1.76% | +1.49% |
Volatility
RERFX vs. ABALX - Volatility Comparison
American Funds Real Estate Index Fund Class R-6 (RERFX) has a higher volatility of 6.60% compared to American Funds American Balanced Fund Class A (ABALX) at 3.89%. This indicates that RERFX'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
| RERFX | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.60% | 3.89% | +2.71% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 6.96% | +4.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 11.22% | +5.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.44% | 10.45% | +5.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.79% | 10.63% | +6.16% |