SEBLX vs. ABALX
SEBLX (Touchstone Balanced Fund) and ABALX (American Funds American Balanced Fund Class A) are both Diversified Portfolio funds. Over the past 10 years, SEBLX returned 10.96%/yr vs 9.71%/yr for ABALX. Their correlation of 0.94 means they have usually moved in the same direction. SEBLX charges 0.99%/yr vs 0.56%/yr for ABALX.
Performance
SEBLX vs. ABALX - Performance Comparison
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Returns By Period
In the year-to-date period, SEBLX achieves a 3.00% return, which is significantly lower than ABALX's 8.24% return. Over the past 10 years, SEBLX has outperformed ABALX with an annualized return of 10.96%, while ABALX has yielded a comparatively lower 9.71% annualized return.
SEBLX
- 1D
- 0.03%
- 1M
- 0.19%
- 6M
- 2.09%
- YTD
- 3.00%
- 1Y
- 10.12%
- 3Y*
- 10.87%
- 5Y*
- 6.17%
- 10Y*
- 10.96%
- ALL TIME*
- 8.45%
ABALX
- 1D
- 1.10%
- 1M
- -0.96%
- 6M
- 5.45%
- YTD
- 8.24%
- 1Y
- 18.37%
- 3Y*
- 15.27%
- 5Y*
- 8.96%
- 10Y*
- 9.71%
- ALL TIME*
- 8.61%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
SEBLX vs. ABALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SEBLX Touchstone Balanced Fund | 3.00% | 13.59% | 13.08% | 18.17% | -16.16% | 13.95% | 18.74% | 39.05% | -2.74% | 15.69% |
ABALX American Funds American Balanced Fund Class A | 8.24% | 18.45% | 14.63% | 13.65% | -12.13% | 15.75% | 10.85% | 18.60% | -3.35% | 14.69% |
Correlation
The correlation between SEBLX and ABALX is 0.83, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.83 |
Correlation (3Y) Balances recent behavior with more history. | 0.88 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 1990 | 0.94 |
The correlation between SEBLX and ABALX shifts across timeframes, from 0.83 (1 year) to 0.94 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SEBLX vs. ABALX — Risk / Return Rank
SEBLX
ABALX
SEBLX vs. ABALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Balanced Fund (SEBLX) and American Funds American Balanced Fund Class A (ABALX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SEBLX | ABALX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.81 | ||
| Sortino ratioReturn per unit of downside risk | -1.09 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.34 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.11 | 2.46 | -1.34 |
| Martin ratioReturn relative to average drawdown | 4.51 | 10.47 | -5.96 |
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Drawdowns
SEBLX vs. ABALX - Drawdown Comparison
The maximum SEBLX drawdown since its inception was -36.70%, smaller than the maximum ABALX drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for SEBLX and ABALX.
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Drawdown Indicators
| SEBLX | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.70% | -40.20% | +3.50% |
Max Drawdown (1Y)Largest decline over 1 year | -8.30% | -7.03% | -1.27% |
Max Drawdown (3Y)Largest decline over 3 years | -11.60% | -10.68% | -0.92% |
Max Drawdown (5Y)Largest decline over 5 years | -22.47% | -18.76% | -3.71% |
Max Drawdown (10Y)Largest decline over 10 years | -22.47% | -22.34% | -0.13% |
Current DrawdownCurrent decline from peak | -1.18% | -1.68% | +0.50% |
Average DrawdownAverage peak-to-trough decline | -3.83% | -3.84% | +0.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.04% | 1.65% | +0.39% |
Volatility
SEBLX vs. ABALX - Volatility Comparison
Touchstone Balanced Fund (SEBLX) has a higher volatility of 2.60% compared to American Funds American Balanced Fund Class A (ABALX) at 2.36%. This indicates that SEBLX's price experiences larger fluctuations and is considered to be riskier than ABALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SEBLX | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.60% | 2.36% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 7.31% | 7.39% | -0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.01% | 9.42% | -0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.36% | 10.60% | +0.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.21% | 10.70% | +1.51% |
SEBLX vs. ABALX - Expense Ratio Comparison
SEBLX has a 0.99% expense ratio, which is higher than ABALX's 0.56% expense ratio.
Dividends
SEBLX vs. ABALX - Dividend Comparison
SEBLX's dividend yield for the trailing twelve months is around 4.91%, less than ABALX's 7.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ABALX American Funds American Balanced Fund Class A | 7.20% | 8.27% | 6.87% | 2.05% | 2.30% | 4.30% | 4.35% | 3.49% | 5.49% | 4.72% | 4.24% | 5.60% |
SEBLX Touchstone Balanced Fund | 4.91% | 5.03% | 1.83% | 1.26% | 0.99% | 2.74% | 7.72% | 24.06% | 7.04% | 6.00% | 1.98% | 5.91% |
Frequently Asked Questions
SEBLX and ABALX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SEBLX has higher volatility (2.60%) compared to ABALX (2.36%). In terms of maximum drawdown, SEBLX dropped -36.70% vs ABALX's -40.20%.
ABALX currently has the higher Sharpe Ratio (1.83 vs 1.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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