RLBGX vs. VOO
Compare and contrast key facts about American Funds American Balanced Fund Class R-6 (RLBGX) and Vanguard S&P 500 ETF (VOO).
RLBGX is managed by American Funds. It was launched on Jul 26, 1975. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RLBGX or VOO.
Correlation
The correlation between RLBGX and VOO is 0.95, 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. VOO - Performance Comparison
Key characteristics
RLBGX:
1.35
VOO:
2.21
RLBGX:
1.76
VOO:
2.92
RLBGX:
1.26
VOO:
1.41
RLBGX:
1.81
VOO:
3.34
RLBGX:
6.07
VOO:
14.07
RLBGX:
2.18%
VOO:
2.01%
RLBGX:
9.78%
VOO:
12.80%
RLBGX:
-22.33%
VOO:
-33.99%
RLBGX:
-4.81%
VOO:
-1.36%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with RLBGX at 1.98% and VOO at 1.98%. Over the past 10 years, RLBGX has underperformed VOO with an annualized return of 5.89%, while VOO has yielded a comparatively higher 13.37% annualized return.
RLBGX
1.98%
1.92%
1.59%
11.87%
6.05%
5.89%
VOO
1.98%
1.13%
8.46%
25.58%
14.35%
13.37%
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RLBGX vs. VOO - Expense Ratio Comparison
RLBGX has a 0.25% expense ratio, which is higher than VOO'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%.
Risk-Adjusted Performance
RLBGX vs. VOO — Risk-Adjusted Performance Rank
RLBGX
VOO
RLBGX vs. VOO - 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 Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
RLBGX's dividend yield for the trailing twelve months is around 2.37%, more than VOO's 1.22% 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% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
RLBGX vs. VOO - Drawdown Comparison
The maximum RLBGX drawdown since its inception was -22.33%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for RLBGX and VOO. For additional features, visit the drawdowns tool.
Volatility
RLBGX vs. VOO - Volatility Comparison
The current volatility for American Funds American Balanced Fund Class R-6 (RLBGX) is 3.62%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.05%. This indicates that RLBGX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.