VSMGX vs. ABALX
Compare and contrast key facts about Vanguard LifeStrategy Moderate Growth Fund (VSMGX) and American Funds American Balanced Fund Class A (ABALX).
VSMGX is managed by Vanguard. It was launched on Sep 30, 1994. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSMGX or ABALX.
Key characteristics
| VSMGX | ABALX | |
|---|---|---|
| YTD Return | 12.33% | 16.65% |
| 1Y Return | 20.67% | 26.94% |
| 3Y Return (Ann) | 1.34% | 5.72% |
| 5Y Return (Ann) | 5.78% | 9.16% |
| 10Y Return (Ann) | 5.64% | 8.54% |
| Sharpe Ratio | 2.55 | 3.06 |
| Sortino Ratio | 3.69 | 4.36 |
| Omega Ratio | 1.48 | 1.59 |
| Calmar Ratio | 1.44 | 3.24 |
| Martin Ratio | 15.78 | 21.38 |
| Ulcer Index | 1.26% | 1.22% |
| Daily Std Dev | 7.79% | 8.51% |
| Max Drawdown | -41.18% | -39.31% |
| Current Drawdown | -0.03% | 0.00% |
Correlation
The correlation between VSMGX and ABALX is 0.92, 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
VSMGX vs. ABALX - Performance Comparison
In the year-to-date period, VSMGX achieves a 12.33% return, which is significantly lower than ABALX's 16.65% return. Over the past 10 years, VSMGX has underperformed ABALX with an annualized return of 5.64%, while ABALX has yielded a comparatively higher 8.54% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VSMGX vs. ABALX - Expense Ratio Comparison
VSMGX has a 0.13% expense ratio, which is lower than ABALX's 0.56% expense ratio.
Risk-Adjusted Performance
VSMGX vs. ABALX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Moderate Growth Fund (VSMGX) 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.
Dividends
VSMGX vs. ABALX - Dividend Comparison
VSMGX's dividend yield for the trailing twelve months is around 2.57%, more than ABALX's 2.12% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSMGX Vanguard LifeStrategy Moderate Growth Fund | 2.57% | 2.63% | 2.10% | 1.91% | 1.71% | 2.45% | 2.65% | 2.15% | 2.22% | 2.19% | 2.10% | 1.93% |
ABALX American Funds American Balanced Fund Class A | 2.12% | 2.36% | 1.69% | 1.20% | 1.32% | 1.91% | 2.10% | 1.79% | 1.77% | 2.47% | 8.09% | 1.54% |
Drawdowns
VSMGX vs. ABALX - Drawdown Comparison
The maximum VSMGX drawdown since its inception was -41.18%, roughly equal to the maximum ABALX drawdown of -39.31%. Use the drawdown chart below to compare losses from any high point for VSMGX and ABALX. For additional features, visit the drawdowns tool.
Volatility
VSMGX vs. ABALX - Volatility Comparison
The current volatility for Vanguard LifeStrategy Moderate Growth Fund (VSMGX) is 2.04%, while American Funds American Balanced Fund Class A (ABALX) has a volatility of 2.39%. This indicates that VSMGX experiences smaller price fluctuations and is considered to be less risky than ABALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.