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.
Performance
RLBGX vs. SPSM - Performance Comparison
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RLBGX vs. SPSM - 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% |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | 4.17% | 6.11% | 8.55% | 16.11% | -16.12% | 26.67% | 11.69% | 25.85% | -11.17% | 15.44% |
Returns By Period
In the year-to-date period, RLBGX achieves a -1.07% return, which is significantly lower than SPSM's 4.17% return. Over the past 10 years, RLBGX has underperformed SPSM with an annualized return of 9.52%, while SPSM has yielded a comparatively higher 10.12% 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%
SPSM
- 1D
- 0.66%
- 1M
- -4.08%
- YTD
- 4.17%
- 6M
- 5.65%
- 1Y
- 20.97%
- 3Y*
- 10.75%
- 5Y*
- 4.29%
- 10Y*
- 10.12%
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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%.
Return for Risk
RLBGX vs. SPSM — Risk / Return Rank
RLBGX
SPSM
RLBGX vs. SPSM - 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 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.
| RLBGX | SPSM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 0.93 | +0.66 |
Sortino ratioReturn per unit of downside risk | 2.33 | 1.44 | +0.90 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.19 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.48 | 1.44 | +1.04 |
Martin ratioReturn relative to average drawdown | 10.39 | 5.80 | +4.59 |
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 | SPSM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 0.93 | +0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.20 | +0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.44 | +0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.42 | +0.51 |
Correlation
The correlation between RLBGX and SPSM is 0.77, 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. SPSM - Dividend Comparison
RLBGX's dividend yield for the trailing twelve months is around 8.69%, more than SPSM's 1.58% 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% |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | 1.58% | 1.62% | 1.85% | 1.61% | 1.38% | 1.40% | 1.34% | 1.58% | 1.82% | 1.51% | 1.49% | 2.37% |
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.
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Drawdown Indicators
| RLBGX | SPSM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.33% | -42.89% | +20.56% |
Max Drawdown (1Y)Largest decline over 1 year | -7.33% | -14.82% | +7.49% |
Max Drawdown (5Y)Largest decline over 5 years | -18.59% | -27.94% | +9.35% |
Max Drawdown (10Y)Largest decline over 10 years | -22.33% | -42.89% | +20.56% |
Current DrawdownCurrent decline from peak | -5.34% | -5.18% | -0.16% |
Average DrawdownAverage peak-to-trough decline | -2.48% | -8.02% | +5.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 3.68% | -1.93% |
Volatility
RLBGX vs. SPSM - Volatility Comparison
The current volatility for American Funds American Balanced Fund Class R-6 (RLBGX) is 3.86%, while SPDR Portfolio S&P 600 Small Cap ETF (SPSM) has a volatility of 6.26%. 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.
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Volatility by Period
| RLBGX | SPSM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 6.26% | -2.40% |
Volatility (6M)Calculated over the trailing 6-month period | 6.95% | 12.95% | -6.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.19% | 22.56% | -11.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.45% | 21.54% | -11.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.63% | 22.97% | -12.34% |