RLBGX vs. AAAAX
Compare and contrast key facts about American Funds American Balanced Fund Class R-6 (RLBGX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
RLBGX is managed by American Funds. It was launched on Jul 26, 1975. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
RLBGX vs. AAAAX - Performance Comparison
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RLBGX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RLBGX American Funds American Balanced Fund Class R-6 | -1.07% | 18.83% | 15.35% | 13.92% | -11.85% | 16.10% | 11.20% | 18.95% | -3.07% | 14.97% |
AAAAX DWS RREEF Real Assets Fund - Class A | 9.77% | 12.82% | 5.24% | 2.30% | -9.91% | 23.45% | 3.71% | 21.42% | -5.36% | 14.67% |
Returns By Period
In the year-to-date period, RLBGX achieves a -1.07% return, which is significantly lower than AAAAX's 9.77% return. Over the past 10 years, RLBGX has outperformed AAAAX with an annualized return of 9.52%, while AAAAX has yielded a comparatively lower 7.40% annualized return.
RLBGX
- 1D
- 1.76%
- 1M
- -4.85%
- YTD
- -1.07%
- 6M
- 2.20%
- 1Y
- 17.26%
- 3Y*
- 14.51%
- 5Y*
- 8.58%
- 10Y*
- 9.52%
AAAAX
- 1D
- 1.09%
- 1M
- -3.53%
- YTD
- 9.77%
- 6M
- 11.84%
- 1Y
- 17.50%
- 3Y*
- 10.19%
- 5Y*
- 6.78%
- 10Y*
- 7.40%
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RLBGX vs. AAAAX - Expense Ratio Comparison
RLBGX has a 0.25% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
RLBGX vs. AAAAX — Risk / Return Rank
RLBGX
AAAAX
RLBGX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund Class R-6 (RLBGX) and DWS RREEF Real Assets Fund - Class A (AAAAX). 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.
| RLBGX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.57 | +0.02 |
Sortino ratioReturn per unit of downside risk | 2.33 | 2.11 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.32 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.48 | 1.91 | +0.57 |
Martin ratioReturn relative to average drawdown | 10.39 | 10.22 | +0.17 |
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
| RLBGX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.57 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.56 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.59 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.38 | +0.54 |
Correlation
The correlation between RLBGX and AAAAX 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
RLBGX vs. AAAAX - Dividend Comparison
RLBGX's dividend yield for the trailing twelve months is around 8.69%, more than AAAAX's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RLBGX American Funds American Balanced Fund Class R-6 | 8.69% | 8.56% | 7.50% | 2.27% | 2.63% | 4.59% | 4.65% | 3.78% | 5.81% | 4.92% | 4.54% | 5.91% |
AAAAX DWS RREEF Real Assets Fund - Class A | 3.23% | 3.54% | 2.45% | 2.08% | 4.17% | 2.31% | 1.33% | 1.81% | 1.61% | 1.52% | 1.47% | 2.15% |
Drawdowns
RLBGX vs. AAAAX - Drawdown Comparison
The maximum RLBGX drawdown since its inception was -22.33%, smaller than the maximum AAAAX drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for RLBGX and AAAAX.
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Drawdown Indicators
| RLBGX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.33% | -40.47% | +18.14% |
Max Drawdown (1Y)Largest decline over 1 year | -7.33% | -9.55% | +2.22% |
Max Drawdown (5Y)Largest decline over 5 years | -18.59% | -22.62% | +4.03% |
Max Drawdown (10Y)Largest decline over 10 years | -22.33% | -29.41% | +7.08% |
Current DrawdownCurrent decline from peak | -5.34% | -3.53% | -1.81% |
Average DrawdownAverage peak-to-trough decline | -2.48% | -6.89% | +4.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 1.79% | -0.04% |
Volatility
RLBGX vs. AAAAX - Volatility Comparison
American Funds American Balanced Fund Class R-6 (RLBGX) has a higher volatility of 3.86% compared to DWS RREEF Real Assets Fund - Class A (AAAAX) at 3.27%. This indicates that RLBGX's price experiences larger fluctuations and is considered to be riskier than AAAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RLBGX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 3.27% | +0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 6.95% | 7.26% | -0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.19% | 11.62% | -0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.45% | 12.19% | -1.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.63% | 12.66% | -2.03% |