RLBGX vs. EFA
Compare and contrast key facts about American Funds American Balanced Fund Class R-6 (RLBGX) and iShares MSCI EAFE ETF (EFA).
RLBGX is managed by American Funds. It was launched on Jul 26, 1975. EFA is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Index. It was launched on Aug 14, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RLBGX or EFA.
Correlation
The correlation between RLBGX and EFA is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
RLBGX vs. EFA - Performance Comparison
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Key characteristics
RLBGX:
4.34%
EFA:
17.58%
RLBGX:
-0.38%
EFA:
-61.04%
RLBGX:
-0.09%
EFA:
-0.32%
Returns By Period
RLBGX
N/A
N/A
N/A
N/A
N/A
N/A
EFA
13.70%
8.86%
10.08%
10.36%
12.16%
5.35%
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RLBGX vs. EFA - Expense Ratio Comparison
RLBGX has a 0.25% expense ratio, which is lower than EFA's 0.32% expense ratio.
Risk-Adjusted Performance
RLBGX vs. EFA — Risk-Adjusted Performance Rank
RLBGX
EFA
RLBGX vs. EFA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund Class R-6 (RLBGX) and iShares MSCI EAFE ETF (EFA). 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.
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Dividends
RLBGX vs. EFA - Dividend Comparison
RLBGX's dividend yield for the trailing twelve months is around 7.50%, more than EFA's 2.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RLBGX American Funds American Balanced Fund Class R-6 | 7.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EFA iShares MSCI EAFE ETF | 2.85% | 3.24% | 2.98% | 2.69% | 3.33% | 2.13% | 3.10% | 3.39% | 2.57% | 3.07% | 2.76% | 3.72% |
Drawdowns
RLBGX vs. EFA - Drawdown Comparison
The maximum RLBGX drawdown since its inception was -0.38%, smaller than the maximum EFA drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for RLBGX and EFA. For additional features, visit the drawdowns tool.
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Volatility
RLBGX vs. EFA - Volatility Comparison
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