RLBGX vs. FSNUX

In the year-to-date period, RLBGX achieves a 2.06% return, which is significantly higher than FSNUX's 1.85% return.

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RLBGX has a 0.25% expense ratio, which is lower than FSNUX's 0.61% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund Class R-6 (RLBGX) and Fidelity Freedom 2035 Fund Class K (FSNUX). 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.

The current RLBGX Sharpe Ratio is 0.48, which is comparable to the FSNUX Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of RLBGX and FSNUX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RLBGX's dividend yield for the trailing twelve months is around 2.38%, more than FSNUX's 1.83% yield.

The maximum RLBGX drawdown since its inception was -22.33%, smaller than the maximum FSNUX drawdown of -33.70%. Use the drawdown chart below to compare losses from any high point for RLBGX and FSNUX. For additional features, visit the drawdowns tool.

American Funds American Balanced Fund Class R-6 (RLBGX) and Fidelity Freedom 2035 Fund Class K (FSNUX) have volatilities of 3.44% and 3.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.