RLBGX vs. SPSM
Compare and contrast key facts about American Funds American Balanced Fund Class R-6 (RLBGX) and SPDR Portfolio S&P 600 Small Cap ETF (SPSM).
RLBGX is managed by American Funds. It was launched on Jul 26, 1975. SPSM is a passively managed fund by State Street that tracks the performance of the S&P SmallCap 600 Index. It was launched on Jul 8, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RLBGX or SPSM.
Correlation
The correlation between RLBGX and SPSM is 0.76, 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.
Performance
RLBGX vs. SPSM - Performance Comparison
Key characteristics
RLBGX:
1.35
SPSM:
0.91
RLBGX:
1.76
SPSM:
1.41
RLBGX:
1.26
SPSM:
1.17
RLBGX:
1.81
SPSM:
1.51
RLBGX:
6.07
SPSM:
4.53
RLBGX:
2.18%
SPSM:
3.93%
RLBGX:
9.78%
SPSM:
19.52%
RLBGX:
-22.33%
SPSM:
-42.89%
RLBGX:
-4.81%
SPSM:
-6.47%
Returns By Period
In the year-to-date period, RLBGX achieves a 1.98% return, which is significantly lower than SPSM's 2.54% return. Over the past 10 years, RLBGX has underperformed SPSM with an annualized return of 5.89%, while SPSM has yielded a comparatively higher 8.84% annualized return.
RLBGX
1.98%
1.92%
1.59%
11.87%
6.05%
5.89%
SPSM
2.54%
2.00%
3.72%
15.58%
8.73%
8.84%
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RLBGX vs. SPSM - Expense Ratio Comparison
RLBGX has a 0.25% expense ratio, which is higher than SPSM's 0.05% 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%.
Risk-Adjusted Performance
RLBGX vs. SPSM — Risk-Adjusted Performance Rank
RLBGX
SPSM
RLBGX vs. SPSM - 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 SPDR Portfolio S&P 600 Small Cap ETF (SPSM). 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.
Dividends
RLBGX vs. SPSM - Dividend Comparison
RLBGX's dividend yield for the trailing twelve months is around 2.37%, more than SPSM's 1.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RLBGX American Funds American Balanced Fund Class R-6 | 2.37% | 2.41% | 2.66% | 2.02% | 1.50% | 1.63% | 2.20% | 2.41% | 2.07% | 2.07% | 3.82% | 9.42% |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | 1.80% | 1.85% | 1.61% | 1.38% | 1.41% | 1.34% | 1.58% | 1.82% | 1.51% | 1.49% | 2.37% | 1.70% |
Drawdowns
RLBGX vs. SPSM - Drawdown Comparison
The maximum RLBGX drawdown since its inception was -22.33%, smaller than the maximum SPSM drawdown of -42.89%. Use the drawdown chart below to compare losses from any high point for RLBGX and SPSM. For additional features, visit the drawdowns tool.
Volatility
RLBGX vs. SPSM - Volatility Comparison
The current volatility for American Funds American Balanced Fund Class R-6 (RLBGX) is 3.62%, while SPDR Portfolio S&P 600 Small Cap ETF (SPSM) has a volatility of 5.88%. This indicates that RLBGX experiences smaller price fluctuations and is considered to be less risky than SPSM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.