RLBGX vs. ANCFX
Compare and contrast key facts about American Funds American Balanced Fund Class R-6 (RLBGX) and American Funds Fundamental Investors Class A (ANCFX).
RLBGX is managed by American Funds. It was launched on Jul 26, 1975. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
RLBGX vs. ANCFX - Performance Comparison
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RLBGX vs. ANCFX - 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% |
ANCFX American Funds Fundamental Investors Class A | -3.35% | 24.21% | 22.73% | 25.86% | -16.66% | 22.43% | 14.92% | 27.07% | -8.13% | 22.80% |
Returns By Period
In the year-to-date period, RLBGX achieves a -1.07% return, which is significantly higher than ANCFX's -3.35% return. Over the past 10 years, RLBGX has underperformed ANCFX with an annualized return of 9.52%, while ANCFX has yielded a comparatively higher 13.25% 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%
ANCFX
- 1D
- 2.96%
- 1M
- -7.05%
- YTD
- -3.35%
- 6M
- 0.12%
- 1Y
- 23.25%
- 3Y*
- 20.52%
- 5Y*
- 11.90%
- 10Y*
- 13.25%
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RLBGX vs. ANCFX - Expense Ratio Comparison
RLBGX has a 0.25% expense ratio, which is lower than ANCFX's 0.59% expense ratio.
Return for Risk
RLBGX vs. ANCFX — Risk / Return Rank
RLBGX
ANCFX
RLBGX vs. ANCFX - 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 Fundamental Investors Class A (ANCFX). 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 | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.33 | +0.26 |
Sortino ratioReturn per unit of downside risk | 2.33 | 2.00 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.28 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.48 | 2.13 | +0.35 |
Martin ratioReturn relative to average drawdown | 10.39 | 9.34 | +1.05 |
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 | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.33 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.72 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.75 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.62 | +0.31 |
Correlation
The correlation between RLBGX and ANCFX is 0.97, 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. ANCFX - Dividend Comparison
RLBGX's dividend yield for the trailing twelve months is around 8.69%, less than ANCFX's 8.85% 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% |
ANCFX American Funds Fundamental Investors Class A | 8.85% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
Drawdowns
RLBGX vs. ANCFX - Drawdown Comparison
The maximum RLBGX drawdown since its inception was -22.33%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for RLBGX and ANCFX.
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Drawdown Indicators
| RLBGX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.33% | -53.29% | +30.96% |
Max Drawdown (1Y)Largest decline over 1 year | -7.33% | -11.35% | +4.02% |
Max Drawdown (5Y)Largest decline over 5 years | -18.59% | -25.07% | +6.48% |
Max Drawdown (10Y)Largest decline over 10 years | -22.33% | -33.93% | +11.60% |
Current DrawdownCurrent decline from peak | -5.34% | -8.02% | +2.68% |
Average DrawdownAverage peak-to-trough decline | -2.48% | -7.34% | +4.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 2.59% | -0.84% |
Volatility
RLBGX vs. ANCFX - Volatility Comparison
The current volatility for American Funds American Balanced Fund Class R-6 (RLBGX) is 3.86%, while American Funds Fundamental Investors Class A (ANCFX) has a volatility of 6.04%. This indicates that RLBGX experiences smaller price fluctuations and is considered to be less risky than ANCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RLBGX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 6.04% | -2.18% |
Volatility (6M)Calculated over the trailing 6-month period | 6.95% | 11.03% | -4.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.19% | 18.13% | -6.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.45% | 16.72% | -6.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.63% | 17.67% | -7.04% |