RLBGX vs. AIVSX
Compare and contrast key facts about American Funds American Balanced Fund Class R-6 (RLBGX) and American Funds Investment Company of America Class A (AIVSX).
RLBGX is managed by American Funds. It was launched on Jul 26, 1975. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
RLBGX vs. AIVSX - Performance Comparison
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RLBGX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RLBGX American Funds American Balanced Fund Class R-6 | -0.62% | 18.83% | 15.35% | 13.92% | -11.85% | 16.10% | 11.20% | 18.95% | -3.07% | 14.97% |
AIVSX American Funds Investment Company of America Class A | -4.18% | 20.47% | 24.90% | 28.56% | -15.50% | 25.10% | 14.47% | 24.10% | -8.21% | 19.54% |
Returns By Period
In the year-to-date period, RLBGX achieves a -0.62% return, which is significantly higher than AIVSX's -4.18% return. Over the past 10 years, RLBGX has underperformed AIVSX with an annualized return of 9.57%, while AIVSX has yielded a comparatively higher 12.96% annualized return.
RLBGX
- 1D
- 0.46%
- 1M
- -3.10%
- YTD
- -0.62%
- 6M
- 2.41%
- 1Y
- 17.53%
- 3Y*
- 14.68%
- 5Y*
- 8.68%
- 10Y*
- 9.57%
AIVSX
- 1D
- 0.72%
- 1M
- -4.09%
- YTD
- -4.18%
- 6M
- -2.66%
- 1Y
- 17.88%
- 3Y*
- 20.34%
- 5Y*
- 12.62%
- 10Y*
- 12.96%
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RLBGX vs. AIVSX - Expense Ratio Comparison
RLBGX has a 0.25% expense ratio, which is lower than AIVSX's 0.57% expense ratio.
Return for Risk
RLBGX vs. AIVSX — Risk / Return Rank
RLBGX
AIVSX
RLBGX vs. AIVSX - 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 Investment Company of America Class A (AIVSX). 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 | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.60 | 1.06 | +0.54 |
Sortino ratioReturn per unit of downside risk | 2.34 | 1.62 | +0.73 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.23 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.49 | 1.77 | +0.73 |
Martin ratioReturn relative to average drawdown | 10.30 | 7.25 | +3.05 |
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 | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.60 | 1.06 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.79 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.79 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.67 | +0.25 |
Correlation
The correlation between RLBGX and AIVSX is 0.96, 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. AIVSX - Dividend Comparison
RLBGX's dividend yield for the trailing twelve months is around 8.65%, less than AIVSX's 11.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RLBGX American Funds American Balanced Fund Class R-6 | 8.65% | 8.56% | 7.50% | 2.27% | 2.63% | 4.59% | 4.65% | 3.78% | 5.81% | 4.92% | 4.54% | 5.91% |
AIVSX American Funds Investment Company of America Class A | 11.09% | 10.60% | 9.29% | 4.96% | 6.12% | 6.94% | 1.65% | 6.15% | 9.61% | 7.08% | 5.48% | 8.95% |
Drawdowns
RLBGX vs. AIVSX - Drawdown Comparison
The maximum RLBGX drawdown since its inception was -22.33%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for RLBGX and AIVSX.
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Drawdown Indicators
| RLBGX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.33% | -50.90% | +28.57% |
Max Drawdown (1Y)Largest decline over 1 year | -6.98% | -10.08% | +3.10% |
Max Drawdown (5Y)Largest decline over 5 years | -18.59% | -24.31% | +5.72% |
Max Drawdown (10Y)Largest decline over 10 years | -22.33% | -31.09% | +8.76% |
Current DrawdownCurrent decline from peak | -4.90% | -6.67% | +1.77% |
Average DrawdownAverage peak-to-trough decline | -2.48% | -5.93% | +3.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.77% | 2.62% | -0.85% |
Volatility
RLBGX vs. AIVSX - Volatility Comparison
The current volatility for American Funds American Balanced Fund Class R-6 (RLBGX) is 3.73%, while American Funds Investment Company of America Class A (AIVSX) has a volatility of 5.75%. This indicates that RLBGX experiences smaller price fluctuations and is considered to be less risky than AIVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RLBGX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 5.75% | -2.02% |
Volatility (6M)Calculated over the trailing 6-month period | 6.96% | 9.95% | -2.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.19% | 17.57% | -6.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.44% | 15.96% | -5.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.63% | 16.55% | -5.92% |