RLBGX vs. AMCPX
Compare and contrast key facts about American Funds American Balanced Fund Class R-6 (RLBGX) and American Funds AMCAP Fund Class A (AMCPX).
RLBGX is managed by American Funds. It was launched on Jul 26, 1975. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Performance
RLBGX vs. AMCPX - Performance Comparison
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RLBGX vs. AMCPX - 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% |
AMCPX American Funds AMCAP Fund Class A | -8.56% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
Returns By Period
In the year-to-date period, RLBGX achieves a -1.07% return, which is significantly higher than AMCPX's -8.56% return. Over the past 10 years, RLBGX has underperformed AMCPX with an annualized return of 9.52%, while AMCPX has yielded a comparatively higher 11.00% 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%
AMCPX
- 1D
- 3.69%
- 1M
- -6.51%
- YTD
- -8.56%
- 6M
- -6.41%
- 1Y
- 14.53%
- 3Y*
- 15.78%
- 5Y*
- 6.65%
- 10Y*
- 11.00%
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RLBGX vs. AMCPX - Expense Ratio Comparison
RLBGX has a 0.25% expense ratio, which is lower than AMCPX's 0.65% expense ratio.
Return for Risk
RLBGX vs. AMCPX — Risk / Return Rank
RLBGX
AMCPX
RLBGX vs. AMCPX - 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 AMCAP Fund Class A (AMCPX). 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 | AMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 0.77 | +0.83 |
Sortino ratioReturn per unit of downside risk | 2.33 | 1.23 | +1.10 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.17 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 2.48 | 1.06 | +1.42 |
Martin ratioReturn relative to average drawdown | 10.39 | 4.25 | +6.14 |
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 | AMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 0.77 | +0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.35 | +0.48 |
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 | 0.58 | +0.35 |
Correlation
The correlation between RLBGX and AMCPX is 0.93, 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. AMCPX - Dividend Comparison
RLBGX's dividend yield for the trailing twelve months is around 8.69%, less than AMCPX's 9.54% 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% |
AMCPX American Funds AMCAP Fund Class A | 9.54% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
Drawdowns
RLBGX vs. AMCPX - Drawdown Comparison
The maximum RLBGX drawdown since its inception was -22.33%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for RLBGX and AMCPX.
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Drawdown Indicators
| RLBGX | AMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.33% | -62.37% | +40.04% |
Max Drawdown (1Y)Largest decline over 1 year | -7.33% | -14.18% | +6.85% |
Max Drawdown (5Y)Largest decline over 5 years | -18.59% | -36.90% | +18.31% |
Max Drawdown (10Y)Largest decline over 10 years | -22.33% | -36.90% | +14.57% |
Current DrawdownCurrent decline from peak | -5.34% | -11.01% | +5.67% |
Average DrawdownAverage peak-to-trough decline | -2.48% | -9.60% | +7.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 3.54% | -1.79% |
Volatility
RLBGX vs. AMCPX - Volatility Comparison
The current volatility for American Funds American Balanced Fund Class R-6 (RLBGX) is 3.86%, while American Funds AMCAP Fund Class A (AMCPX) has a volatility of 6.69%. This indicates that RLBGX experiences smaller price fluctuations and is considered to be less risky than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RLBGX | AMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 6.69% | -2.83% |
Volatility (6M)Calculated over the trailing 6-month period | 6.95% | 11.65% | -4.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.19% | 19.90% | -8.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.45% | 19.19% | -8.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.63% | 18.67% | -8.04% |