AMECX Alternatives & Similar Mutual Funds

American Funds The Income Fund of America Class A (AMECX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AMECX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to AMECX

AMECX charges 0.56% annually. There are 212 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FRGAX	Fidelity 70% Allocation Fund	0.02%	—	Jan 2022	AMECX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	—	Sep 2017	AMECX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	—	Dec 2011	AMECX vs TSAIX
BWBIX	Baron WealthBuilder Fund	0.05%	—	Dec 2017	AMECX vs BWBIX
FYMIX	Fidelity Sustainable Multi-Asset Fund	0.05%	—	Feb 2022	AMECX vs FYMIX

Best Risk-Adjusted Alternatives to AMECX

AMECX has a PortfoliosLab risk / return rank of 53. There are 380 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	—	Nov 2003	AMECX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	—	Dec 2002	AMECX vs TIBIX
EKBAX	Allspring Diversified Capital Builder Fund	97	—	Jan 1998	AMECX vs EKBAX
NWQIX	Nuveen Flexible Income Fund	97	—	Dec 2009	AMECX vs NWQIX
FSRKX	Fidelity Strategic Real Return Fund Class K6	96	—	Sep 2005	AMECX vs FSRKX

Top Performing AMECX Alternatives (YTD)

AMECX is at 6.34% YTD. There are 311 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	36.56%	—	Jan 1998	AMECX vs EKBAX
GRSPX	Greenspring Fund	21.59%	—	Jun 1983	AMECX vs GRSPX
TIBIX	Thornburg Investment Income Builder Fund Class I	17.96%	—	Dec 2002	AMECX vs TIBIX
MHELX	MH Elite Small Cap Fund of Funds Fund	17.65%	—	Aug 1998	AMECX vs MHELX
DGIFX	Disciplined Growth Investors Fund	17.45%	—	Aug 2011	AMECX vs DGIFX

Lowest Volatility Alternatives to AMECX

AMECX has 7.17% 1-year volatility. There are 196 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.86%	—	Nov 2003	AMECX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.63%	—	Apr 2012	AMECX vs SCLAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.80%	—	Nov 2003	AMECX vs SICIX
AVEFX	Ave Maria Bond Fund	2.93%	—	Apr 2003	AMECX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.03%	—	Sep 2012	AMECX vs CSTAX

Lowest Drawdown Alternatives to AMECX

AMECX has a 1-year max drawdown of -6.13%. There are 246 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.36%	—	Nov 2003	AMECX vs STDAX
FSRKX	Fidelity Strategic Real Return Fund Class K6	-1.93%	—	Sep 2005	AMECX vs FSRKX
FIQDX	Fidelity Advisor Strategic Real Return Fund Class ...	-1.94%	—	Oct 2018	AMECX vs FIQDX
FCSRX	Fidelity Advisor Strategic Real Return Fund Class ...	-1.99%	—	Sep 2005	AMECX vs FCSRX
FSRRX	Fidelity Strategic Real Return Fund	-2.05%	—	Sep 2005	AMECX vs FSRRX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, RGAGX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	85	9.98%	—	Jul 1975	AMECX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	55	10.91%	—	Jan 1934	AMECX vs AIVSX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	35	10.24%	—	Dec 1973	AMECX vs RGAGX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	5.89%	—	Jul 1952	AMECX vs AWSHX
RERGX	American Funds EuroPacific Growth Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities	40	12.33%	—	—	AMECX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities	75	15.14%	—	Jan 1978	AMECX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Large Cap Growth Equities, Global Equities	29	7.38%	—	Mar 1973	AMECX vs ANWPX
GFFFX	American Funds The Growth Fund of America	Large Cap Growth Equities	34	10.19%	—	Dec 1973	AMECX vs GFFFX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	27	6.34%	—	Jan 1967	AMECX vs AMCPX
ABNFX	American Funds The Bond Fund of America® Class F-2	Intermediate Core Bond	21	0.19%	—	Aug 2008	AMECX vs ABNFX

Often Compared With AMECX

Investors most often compare AMECX with CAIBX, AMRMX, SCHD. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CAIBX	American Funds Capital Income Builder Class A	Diversified Portfolio	60	7.79%	—	Jul 1987	AMECX vs CAIBX
AMRMX	American Funds American Mutual Fund Class A	Large Cap Blend Equities	40	6.66%	—	Feb 1950	AMECX vs AMRMX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	80	19.01%	94.95B	Oct 2011	AMECX vs SCHD
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	68	11.20%	2.20T	May 2001	AMECX vs VTI
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	34	10.09%	—	Dec 1973	AMECX vs AGTHX
BLPAX	American Funds Moderate Growth and Income Portfoli...	Diversified Portfolio	60	7.59%	—	May 2012	AMECX vs BLPAX
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	AMECX vs SPY
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income	12	-0.05%	—	Aug 2018	AMECX vs JEPIX
BRK-B	Berkshire Hathaway Inc.		23	-5.43%	—	—	AMECX vs BRK-B
FRIAX	Franklin Income Fund Advisor Class	Diversified Portfolio	92	5.29%	—	Aug 1997	AMECX vs FRIAX
AIBAX	American Funds Intermediate Bond Fund of America	Short-Term Bond	24	0.06%	—	Feb 1988	AMECX vs AIBAX
TIBAX	Thornburg Investment Income Builder Fund	Global Allocation	98	17.92%	—	Dec 2002	AMECX vs TIBAX
SMMD	iShares Russell 2500 ETF	Small Cap Growth Equities	66	18.37%	3.39B	Jul 2017	AMECX vs SMMD
BTR	Beacon Tactical Risk ETF	Large Cap Blend Equities	59	8.30%	36.80M	Apr 2023	AMECX vs BTR
MFWTX	MFS Global Total Return Fund	Global Allocation	38	5.42%	—	Sep 1990	AMECX vs MFWTX
QNZNX	AQR Trend Total Return Fund	Systematic Trend	95	18.15%	—	Dec 2021	AMECX vs QNZNX
BRMKX	iShares Russell Mid-Cap Index Fund	Mid Cap Blend Equities	43	12.81%	—	May 2015	AMECX vs BRMKX
MGWIX	MFS Growth Allocation Fund	Diversified Portfolio	36	6.80%	—	Jun 2002	AMECX vs MGWIX
RSPFX	Victory RS Partners Fund	Small Cap Value Equities	25	12.25%	—	Jul 1995	AMECX vs RSPFX
FKTFX	Franklin California Tax Free Income Fund	Municipal Bonds	63	1.73%	—	Jan 1977	AMECX vs FKTFX

Compare AMECX with Any Fund or Stock

Compare AMECX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair AMECX with funds that move differently

American Funds The Income Fund of America Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AMECX.

Explore AMECX Diversifiers

American Funds The Income Fund of America Class A (AMECX) Alternatives