RLBGX vs. AGG
Compare and contrast key facts about American Funds American Balanced Fund Class R-6 (RLBGX) and iShares Core U.S. Aggregate Bond ETF (AGG).
RLBGX is managed by American Funds. It was launched on Jul 26, 1975. AGG is a passively managed fund by iShares that tracks the performance of the Bloomberg U.S. Aggregate Bond Index. It was launched on Sep 22, 2003.
Performance
RLBGX vs. AGG - Performance Comparison
Loading graphics...
RLBGX vs. AGG - 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% |
AGG iShares Core U.S. Aggregate Bond ETF | 0.09% | 7.19% | 1.31% | 5.65% | -13.02% | -1.77% | 7.48% | 8.46% | 0.09% | 3.55% |
Returns By Period
In the year-to-date period, RLBGX achieves a -1.07% return, which is significantly lower than AGG's 0.09% return. Over the past 10 years, RLBGX has outperformed AGG with an annualized return of 9.52%, while AGG has yielded a comparatively lower 1.66% 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%
AGG
- 1D
- 0.07%
- 1M
- -1.33%
- YTD
- 0.09%
- 6M
- 0.78%
- 1Y
- 4.05%
- 3Y*
- 3.62%
- 5Y*
- 0.24%
- 10Y*
- 1.66%
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. AGG - Expense Ratio Comparison
RLBGX has a 0.25% expense ratio, which is higher than AGG's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
RLBGX vs. AGG — Risk / Return Rank
RLBGX
AGG
RLBGX vs. AGG - 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 iShares Core U.S. Aggregate Bond ETF (AGG). 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 | AGG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 0.93 | +0.66 |
Sortino ratioReturn per unit of downside risk | 2.33 | 1.32 | +1.01 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.17 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 2.48 | 1.76 | +0.72 |
Martin ratioReturn relative to average drawdown | 10.39 | 4.89 | +5.50 |
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 | AGG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 0.93 | +0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.04 | +0.79 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.31 | +0.59 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.60 | +0.33 |
Correlation
The correlation between RLBGX and AGG is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
RLBGX vs. AGG - Dividend Comparison
RLBGX's dividend yield for the trailing twelve months is around 8.69%, more than AGG's 3.95% 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% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.95% | 3.89% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.72% | 2.32% | 2.39% | 2.45% |
Drawdowns
RLBGX vs. AGG - Drawdown Comparison
The maximum RLBGX drawdown since its inception was -22.33%, which is greater than AGG's maximum drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for RLBGX and AGG.
Loading graphics...
Drawdown Indicators
| RLBGX | AGG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.33% | -18.43% | -3.90% |
Max Drawdown (1Y)Largest decline over 1 year | -7.33% | -2.52% | -4.81% |
Max Drawdown (5Y)Largest decline over 5 years | -18.59% | -17.82% | -0.77% |
Max Drawdown (10Y)Largest decline over 10 years | -22.33% | -18.43% | -3.90% |
Current DrawdownCurrent decline from peak | -5.34% | -2.30% | -3.04% |
Average DrawdownAverage peak-to-trough decline | -2.48% | -2.71% | +0.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 0.91% | +0.84% |
Volatility
RLBGX vs. AGG - Volatility Comparison
American Funds American Balanced Fund Class R-6 (RLBGX) has a higher volatility of 3.86% compared to iShares Core U.S. Aggregate Bond ETF (AGG) at 1.67%. This indicates that RLBGX's price experiences larger fluctuations and is considered to be riskier than AGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| RLBGX | AGG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 1.67% | +2.19% |
Volatility (6M)Calculated over the trailing 6-month period | 6.95% | 2.55% | +4.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.19% | 4.37% | +6.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.45% | 6.07% | +4.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.63% | 5.39% | +5.24% |