RGAGX vs. ABALX
Compare and contrast key facts about American Funds The Growth Fund of America Class R-6 (RGAGX) and American Funds American Balanced Fund Class A (ABALX).
RGAGX is managed by American Funds. It was launched on Dec 1, 1973. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
RGAGX vs. ABALX - Performance Comparison
Loading graphics...
RGAGX vs. ABALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RGAGX American Funds The Growth Fund of America Class R-6 | -7.99% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
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, RGAGX achieves a -7.99% return, which is significantly lower than ABALX's -1.12% return. Over the past 10 years, RGAGX has outperformed ABALX with an annualized return of 14.74%, while ABALX has yielded a comparatively lower 9.17% annualized return.
RGAGX
- 1D
- 3.55%
- 1M
- -6.32%
- YTD
- -7.99%
- 6M
- -7.03%
- 1Y
- 17.19%
- 3Y*
- 20.63%
- 5Y*
- 9.29%
- 10Y*
- 14.74%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RGAGX vs. ABALX - Expense Ratio Comparison
RGAGX has a 0.30% expense ratio, which is lower than ABALX's 0.56% expense ratio.
Return for Risk
RGAGX vs. ABALX — Risk / Return Rank
RGAGX
ABALX
RGAGX vs. ABALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Growth Fund of America Class R-6 (RGAGX) 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.
| RGAGX | ABALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.56 | -0.70 |
Sortino ratioReturn per unit of downside risk | 1.37 | 2.28 | -0.91 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.32 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 2.43 | -1.14 |
Martin ratioReturn relative to average drawdown | 4.90 | 10.15 | -5.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| RGAGX | ABALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.56 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.79 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.87 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.79 | +0.01 |
Correlation
The correlation between RGAGX and ABALX is 0.92, 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
RGAGX vs. ABALX - Dividend Comparison
RGAGX's dividend yield for the trailing twelve months is around 11.95%, more than ABALX's 8.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGAGX American Funds The Growth Fund of America Class R-6 | 11.95% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
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
RGAGX vs. ABALX - Drawdown Comparison
The maximum RGAGX drawdown since its inception was -36.19%, smaller than the maximum ABALX drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for RGAGX and ABALX.
Loading graphics...
Drawdown Indicators
| RGAGX | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.19% | -40.20% | +4.01% |
Max Drawdown (1Y)Largest decline over 1 year | -13.71% | -7.33% | -6.38% |
Max Drawdown (5Y)Largest decline over 5 years | -36.19% | -18.76% | -17.43% |
Max Drawdown (10Y)Largest decline over 10 years | -36.19% | -22.34% | -13.85% |
Current DrawdownCurrent decline from peak | -10.64% | -5.37% | -5.27% |
Average DrawdownAverage peak-to-trough decline | -5.53% | -3.86% | -1.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.62% | 1.76% | +1.86% |
Volatility
RGAGX vs. ABALX - Volatility Comparison
American Funds The Growth Fund of America Class R-6 (RGAGX) has a higher volatility of 6.74% compared to American Funds American Balanced Fund Class A (ABALX) at 3.89%. This indicates that RGAGX'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.
Loading graphics...
Volatility by Period
| RGAGX | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.74% | 3.89% | +2.85% |
Volatility (6M)Calculated over the trailing 6-month period | 12.12% | 6.96% | +5.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.00% | 11.22% | +9.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.23% | 10.45% | +9.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.64% | 10.63% | +9.01% |