VWRL.AS vs. BALFX
Compare and contrast key facts about Vanguard FTSE All-World UCITS ETF (VWRL.AS) and American Funds American Balanced Fund (BALFX).
VWRL.AS is a passively managed fund by Vanguard that tracks the performance of the MSCI ACWI NR USD. It was launched on May 22, 2012. BALFX is managed by American Funds. It was launched on Mar 15, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWRL.AS or BALFX.
Correlation
The correlation between VWRL.AS and BALFX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VWRL.AS vs. BALFX - Performance Comparison
Key characteristics
VWRL.AS:
2.31
BALFX:
0.97
VWRL.AS:
3.10
BALFX:
1.28
VWRL.AS:
1.46
BALFX:
1.19
VWRL.AS:
3.09
BALFX:
1.28
VWRL.AS:
14.60
BALFX:
4.45
VWRL.AS:
1.71%
BALFX:
2.11%
VWRL.AS:
10.79%
BALFX:
9.75%
VWRL.AS:
-33.27%
BALFX:
-39.30%
VWRL.AS:
-2.37%
BALFX:
-6.90%
Returns By Period
In the year-to-date period, VWRL.AS achieves a -0.33% return, which is significantly lower than BALFX's -0.20% return. Over the past 10 years, VWRL.AS has outperformed BALFX with an annualized return of 10.39%, while BALFX has yielded a comparatively lower 5.27% annualized return.
VWRL.AS
-0.33%
-1.74%
7.01%
24.10%
10.99%
10.39%
BALFX
-0.20%
-6.90%
-2.28%
9.19%
5.21%
5.27%
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VWRL.AS vs. BALFX - Expense Ratio Comparison
VWRL.AS has a 0.22% expense ratio, which is lower than BALFX's 0.62% expense ratio.
Risk-Adjusted Performance
VWRL.AS vs. BALFX — Risk-Adjusted Performance Rank
VWRL.AS
BALFX
VWRL.AS vs. BALFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE All-World UCITS ETF (VWRL.AS) and American Funds American Balanced Fund (BALFX). 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
VWRL.AS vs. BALFX - Dividend Comparison
VWRL.AS's dividend yield for the trailing twelve months is around 1.48%, less than BALFX's 2.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWRL.AS Vanguard FTSE All-World UCITS ETF | 1.48% | 1.47% | 1.74% | 2.10% | 1.43% | 1.56% | 1.89% | 2.24% | 1.93% | 1.95% | 2.03% | 2.06% |
BALFX American Funds American Balanced Fund | 2.05% | 2.04% | 2.31% | 1.63% | 1.13% | 1.28% | 1.85% | 2.02% | 1.71% | 1.71% | 2.40% | 8.02% |
Drawdowns
VWRL.AS vs. BALFX - Drawdown Comparison
The maximum VWRL.AS drawdown since its inception was -33.27%, smaller than the maximum BALFX drawdown of -39.30%. Use the drawdown chart below to compare losses from any high point for VWRL.AS and BALFX. For additional features, visit the drawdowns tool.
Volatility
VWRL.AS vs. BALFX - Volatility Comparison
The current volatility for Vanguard FTSE All-World UCITS ETF (VWRL.AS) is 3.27%, while American Funds American Balanced Fund (BALFX) has a volatility of 5.36%. This indicates that VWRL.AS experiences smaller price fluctuations and is considered to be less risky than BALFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.