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.
Performance
RLBGX vs. VOO - Performance Comparison
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RLBGX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, RLBGX achieves a -1.07% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, RLBGX has underperformed VOO with an annualized return of 9.52%, while VOO has yielded a comparatively higher 14.14% 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%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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%.
Return for Risk
RLBGX vs. VOO — Risk / Return Rank
RLBGX
VOO
RLBGX vs. VOO - 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 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.
| RLBGX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.01 | +0.59 |
Sortino ratioReturn per unit of downside risk | 2.33 | 1.53 | +0.80 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.23 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.48 | 1.55 | +0.92 |
Martin ratioReturn relative to average drawdown | 10.39 | 7.31 | +3.08 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.01 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.71 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.79 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.83 | +0.09 |
Correlation
The correlation between RLBGX and VOO is 0.96, 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. VOO - Dividend Comparison
RLBGX's dividend yield for the trailing twelve months is around 8.69%, more than VOO's 1.18% 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% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
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.
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Drawdown Indicators
| RLBGX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.33% | -33.99% | +11.66% |
Max Drawdown (1Y)Largest decline over 1 year | -7.33% | -11.98% | +4.65% |
Max Drawdown (5Y)Largest decline over 5 years | -18.59% | -24.52% | +5.93% |
Max Drawdown (10Y)Largest decline over 10 years | -22.33% | -33.99% | +11.66% |
Current DrawdownCurrent decline from peak | -5.34% | -5.55% | +0.21% |
Average DrawdownAverage peak-to-trough decline | -2.48% | -3.72% | +1.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 2.55% | -0.80% |
Volatility
RLBGX vs. VOO - Volatility Comparison
The current volatility for American Funds American Balanced Fund Class R-6 (RLBGX) is 3.86%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. 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.
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Volatility by Period
| RLBGX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 5.34% | -1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 6.95% | 9.47% | -2.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.19% | 18.11% | -6.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.45% | 16.82% | -6.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.63% | 17.99% | -7.36% |