RLBGX vs. ABALX
Compare and contrast key facts about American Funds American Balanced Fund Class R-6 (RLBGX) and American Funds American Balanced Fund Class A (ABALX).
RLBGX is managed by American Funds. It was launched on Jul 26, 1975. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
RLBGX vs. ABALX - Performance Comparison
Loading graphics...
RLBGX vs. ABALX - 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% |
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
The year-to-date returns for both stocks are quite close, with RLBGX having a -1.07% return and ABALX slightly lower at -1.12%. Both investments have delivered pretty close results over the past 10 years, with RLBGX having a 9.52% annualized return and ABALX not far behind at 9.17%.
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%
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.
RLBGX vs. ABALX - Expense Ratio Comparison
RLBGX has a 0.25% expense ratio, which is lower than ABALX's 0.56% expense ratio.
Return for Risk
RLBGX vs. ABALX — Risk / Return Rank
RLBGX
ABALX
RLBGX vs. ABALX - 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 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.
| RLBGX | ABALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.56 | +0.04 |
Sortino ratioReturn per unit of downside risk | 2.33 | 2.28 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.32 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.48 | 2.43 | +0.04 |
Martin ratioReturn relative to average drawdown | 10.39 | 10.15 | +0.24 |
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
| RLBGX | ABALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.56 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.79 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.87 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.79 | +0.14 |
Correlation
The correlation between RLBGX and ABALX is 1.00, 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. ABALX - Dividend Comparison
RLBGX's dividend yield for the trailing twelve months is around 8.69%, more than ABALX's 8.39% 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% |
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
RLBGX vs. ABALX - Drawdown Comparison
The maximum RLBGX drawdown since its inception was -22.33%, smaller than the maximum ABALX drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for RLBGX and ABALX.
Loading graphics...
Drawdown Indicators
| RLBGX | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.33% | -40.20% | +17.87% |
Max Drawdown (1Y)Largest decline over 1 year | -7.33% | -7.33% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -18.59% | -18.76% | +0.17% |
Max Drawdown (10Y)Largest decline over 10 years | -22.33% | -22.34% | +0.01% |
Current DrawdownCurrent decline from peak | -5.34% | -5.37% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -2.48% | -3.86% | +1.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 1.76% | -0.01% |
Volatility
RLBGX vs. ABALX - Volatility Comparison
American Funds American Balanced Fund Class R-6 (RLBGX) and American Funds American Balanced Fund Class A (ABALX) have volatilities of 3.86% and 3.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| RLBGX | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 3.89% | -0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 6.95% | 6.96% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.19% | 11.22% | -0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.45% | 10.45% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.63% | 10.63% | 0.00% |