SVBAX vs. AMBFX
Compare and contrast key facts about John Hancock Balanced Fund (SVBAX) and American Funds American Balanced Fund® Class F-2 (AMBFX).
SVBAX is managed by John Hancock. It was launched on Oct 4, 1992. AMBFX is managed by American Funds. It was launched on Aug 5, 2008.
Performance
SVBAX vs. AMBFX - Performance Comparison
Loading graphics...
SVBAX vs. AMBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SVBAX John Hancock Balanced Fund | -2.58% | 15.69% | 13.31% | 18.22% | -15.79% | 14.49% | 15.97% | 21.28% | -5.02% | 13.40% |
AMBFX American Funds American Balanced Fund® Class F-2 | -2.82% | 18.67% | 15.25% | 13.81% | -11.93% | 16.00% | 11.06% | 19.45% | -2.69% | 14.85% |
Returns By Period
In the year-to-date period, SVBAX achieves a -2.58% return, which is significantly higher than AMBFX's -2.82% return. Both investments have delivered pretty close results over the past 10 years, with SVBAX having a 8.91% annualized return and AMBFX not far ahead at 9.33%.
SVBAX
- 1D
- -0.24%
- 1M
- -5.47%
- YTD
- -2.58%
- 6M
- 1.01%
- 1Y
- 14.91%
- 3Y*
- 12.95%
- 5Y*
- 7.35%
- 10Y*
- 8.91%
AMBFX
- 1D
- -0.14%
- 1M
- -6.81%
- YTD
- -2.82%
- 6M
- 0.93%
- 1Y
- 15.54%
- 3Y*
- 13.72%
- 5Y*
- 8.28%
- 10Y*
- 9.33%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SVBAX vs. AMBFX - Expense Ratio Comparison
SVBAX has a 1.03% expense ratio, which is higher than AMBFX's 0.35% expense ratio.
Return for Risk
SVBAX vs. AMBFX — Risk / Return Rank
SVBAX
AMBFX
SVBAX vs. AMBFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Balanced Fund (SVBAX) and American Funds American Balanced Fund® Class F-2 (AMBFX). 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.
| SVBAX | AMBFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.45 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.99 | 2.12 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.30 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 2.03 | -0.23 |
Martin ratioReturn relative to average drawdown | 8.90 | 8.67 | +0.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SVBAX | AMBFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.45 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.80 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.88 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.72 | -0.05 |
Correlation
The correlation between SVBAX and AMBFX 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.
Dividends
SVBAX vs. AMBFX - Dividend Comparison
SVBAX's dividend yield for the trailing twelve months is around 12.82%, more than AMBFX's 8.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SVBAX John Hancock Balanced Fund | 12.82% | 12.45% | 3.72% | 1.48% | 1.60% | 2.73% | 1.60% | 2.19% | 8.06% | 3.51% | 1.70% | 4.57% |
AMBFX American Funds American Balanced Fund® Class F-2 | 8.75% | 8.47% | 7.40% | 2.20% | 2.52% | 4.50% | 4.56% | 4.19% | 6.20% | 4.85% | 4.46% | 5.81% |
Drawdowns
SVBAX vs. AMBFX - Drawdown Comparison
The maximum SVBAX drawdown since its inception was -40.81%, which is greater than AMBFX's maximum drawdown of -35.05%. Use the drawdown chart below to compare losses from any high point for SVBAX and AMBFX.
Loading graphics...
Drawdown Indicators
| SVBAX | AMBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.81% | -35.05% | -5.76% |
Max Drawdown (1Y)Largest decline over 1 year | -7.73% | -7.34% | -0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -20.53% | -18.65% | -1.88% |
Max Drawdown (10Y)Largest decline over 10 years | -21.00% | -22.31% | +1.31% |
Current DrawdownCurrent decline from peak | -5.57% | -7.00% | +1.43% |
Average DrawdownAverage peak-to-trough decline | -5.26% | -3.61% | -1.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.56% | 1.72% | -0.16% |
Volatility
SVBAX vs. AMBFX - Volatility Comparison
John Hancock Balanced Fund (SVBAX) and American Funds American Balanced Fund® Class F-2 (AMBFX) have volatilities of 3.23% and 3.26%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SVBAX | AMBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.23% | 3.26% | -0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 6.04% | 6.73% | -0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.07% | 11.10% | -0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.70% | 10.42% | +0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.74% | 10.62% | +0.12% |