RLBGX vs. AMECX
Compare and contrast key facts about American Funds American Balanced Fund Class R-6 (RLBGX) and American Funds The Income Fund of America Class A (AMECX).
RLBGX is managed by American Funds. It was launched on Jul 26, 1975. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
RLBGX vs. AMECX - Performance Comparison
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RLBGX vs. AMECX - 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% |
AMECX American Funds The Income Fund of America Class A | 2.83% | 17.77% | 10.84% | 6.79% | -6.40% | 17.37% | 4.49% | 18.50% | -5.27% | 12.58% |
Returns By Period
In the year-to-date period, RLBGX achieves a -1.07% return, which is significantly lower than AMECX's 2.83% return. Over the past 10 years, RLBGX has outperformed AMECX with an annualized return of 9.52%, while AMECX has yielded a comparatively lower 8.35% 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%
AMECX
- 1D
- 1.33%
- 1M
- -4.18%
- YTD
- 2.83%
- 6M
- 5.30%
- 1Y
- 15.39%
- 3Y*
- 12.45%
- 5Y*
- 8.08%
- 10Y*
- 8.35%
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RLBGX vs. AMECX - Expense Ratio Comparison
RLBGX has a 0.25% expense ratio, which is lower than AMECX's 0.56% expense ratio.
Return for Risk
RLBGX vs. AMECX — Risk / Return Rank
RLBGX
AMECX
RLBGX vs. AMECX - 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 The Income Fund of America Class A (AMECX). 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 | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.65 | -0.06 |
Sortino ratioReturn per unit of downside risk | 2.33 | 2.27 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.34 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.48 | 1.97 | +0.51 |
Martin ratioReturn relative to average drawdown | 10.39 | 9.13 | +1.26 |
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 | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.65 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.86 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.79 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.72 | +0.21 |
Correlation
The correlation between RLBGX and AMECX 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. AMECX - Dividend Comparison
RLBGX's dividend yield for the trailing twelve months is around 8.69%, less than AMECX's 9.73% 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% |
AMECX American Funds The Income Fund of America Class A | 9.73% | 9.94% | 6.38% | 2.93% | 6.98% | 6.67% | 2.80% | 5.01% | 7.48% | 4.26% | 3.09% | 5.09% |
Drawdowns
RLBGX vs. AMECX - Drawdown Comparison
The maximum RLBGX drawdown since its inception was -22.33%, smaller than the maximum AMECX drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for RLBGX and AMECX.
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Drawdown Indicators
| RLBGX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.33% | -41.92% | +19.59% |
Max Drawdown (1Y)Largest decline over 1 year | -7.33% | -8.19% | +0.86% |
Max Drawdown (5Y)Largest decline over 5 years | -18.59% | -15.78% | -2.81% |
Max Drawdown (10Y)Largest decline over 10 years | -22.33% | -26.13% | +3.80% |
Current DrawdownCurrent decline from peak | -5.34% | -4.48% | -0.86% |
Average DrawdownAverage peak-to-trough decline | -2.48% | -4.46% | +1.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 1.77% | -0.02% |
Volatility
RLBGX vs. AMECX - Volatility Comparison
American Funds American Balanced Fund Class R-6 (RLBGX) has a higher volatility of 3.86% compared to American Funds The Income Fund of America Class A (AMECX) at 3.35%. This indicates that RLBGX's price experiences larger fluctuations and is considered to be riskier than AMECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RLBGX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 3.35% | +0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 6.95% | 5.64% | +1.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.19% | 9.54% | +1.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.45% | 9.45% | +1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.63% | 10.67% | -0.04% |