RLBGX vs. IVV

In the year-to-date period, RLBGX achieves a 2.06% return, which is significantly higher than IVV's -0.20% return. Over the past 10 years, RLBGX has underperformed IVV with an annualized return of 5.48%, while IVV has yielded a comparatively higher 12.65% annualized return.

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RLBGX has a 0.25% expense ratio, which is higher than IVV's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund Class R-6 (RLBGX) and iShares Core S&P 500 ETF (IVV). 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 lower than the IVV Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of RLBGX and IVV, 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 IVV's 1.32% yield.

The maximum RLBGX drawdown since its inception was -22.33%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for RLBGX and IVV. For additional features, visit the drawdowns tool.

The current volatility for American Funds American Balanced Fund Class R-6 (RLBGX) is 3.44%, while iShares Core S&P 500 ETF (IVV) has a volatility of 6.34%. This indicates that RLBGX experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.