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 215 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
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	0.05%	12.30B	Sep 1994	AMECX vs VTMFX
BWBIX	Baron WealthBuilder Fund	0.05%	—	Dec 2017	AMECX vs BWBIX

Best Risk-Adjusted Alternatives to AMECX

AMECX has a PortfoliosLab risk / return rank of 48. There are 396 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
NWQIX	Nuveen Flexible Income Fund	97	—	Dec 2009	AMECX vs NWQIX
EKBAX	Allspring Diversified Capital Builder Fund	95	—	Jan 1998	AMECX vs EKBAX
AYBLX	Pioneer Balanced ESG Fund	95	—	Dec 1991	AMECX vs AYBLX

Top Performing AMECX Alternatives (YTD)

AMECX is at 5.72% YTD. There are 325 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	38.34%	—	Jan 1998	AMECX vs EKBAX
GRSPX	Greenspring Fund	21.91%	—	Jun 1983	AMECX vs GRSPX
MHELX	MH Elite Small Cap Fund of Funds Fund	20.27%	—	Aug 1998	AMECX vs MHELX
TIBIX	Thornburg Investment Income Builder Fund Class I	17.52%	—	Dec 2002	AMECX vs TIBIX
SMIFX	Sound Mind Investing Fund	15.84%	—	Dec 2005	AMECX vs SMIFX

Lowest Volatility Alternatives to AMECX

AMECX has 7.42% 1-year volatility. There are 188 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.

Symbol	Name	Volatility 1Y	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.85%	—	Nov 2003	AMECX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.83%	—	Apr 2012	AMECX vs SCLAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.86%	—	Nov 2003	AMECX vs SICIX
AVEFX	Ave Maria Bond Fund	2.99%	—	Apr 2003	AMECX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.14%	—	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
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	—	Apr 2012	AMECX vs SCLAX
DGTSX	DFA Global Allocation 25/75 Portfolio	-2.64%	—	Dec 2003	AMECX vs DGTSX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.65%	—	Nov 2003	AMECX vs SICIX
FSRKX	Fidelity Strategic Real Return Fund Class K6	-2.68%	—	Sep 2005	AMECX vs FSRKX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	82	9.39%	—	Jul 1975	AMECX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	45	8.86%	—	Jan 1934	AMECX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	5.48%	—	Jul 1952	AMECX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	30	8.89%	—	Dec 1973	AMECX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	48	13.57%	—	May 2009	AMECX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	68	14.25%	—	Aug 1978	AMECX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	28	6.46%	—	Mar 1973	AMECX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	30	8.83%	—	Dec 1973	AMECX vs GFFFX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	21	4.20%	—	Jan 1967	AMECX vs AMCPX
ABNFX	American Funds The Bond Fund of America® Class F-2	Intermediate Core Bond	16	-0.25%	—	Aug 2008	AMECX vs ABNFX

Often Compared With AMECX

Investors most often compare AMECX with CAIBX, SCHD, AMRMX. 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	62	7.48%	—	Jul 1987	AMECX vs CAIBX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	77	17.72%	99.95B	Oct 2011	AMECX vs SCHD
AMRMX	American Funds American Mutual Fund Class A	Large Cap Blend Equities	42	6.69%	—	Feb 1950	AMECX vs AMRMX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	59	8.82%	2.30T	May 2001	AMECX vs VTI
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	29	8.72%	—	Dec 1973	AMECX vs AGTHX
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	AMECX vs SPY
BLPAX	American Funds Moderate Growth and Income Portfoli...	Diversified Portfolio	55	7.14%	—	May 2012	AMECX vs BLPAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income, Large Cap Blend Equities	15	0.90%	—	Aug 2018	AMECX vs JEPIX
FRIAX	Franklin Income Fund Advisor Class	Diversified Portfolio	87	4.46%	—	Aug 1997	AMECX vs FRIAX
BRK-B	Berkshire Hathaway Inc.		41	-1.96%	—	—	AMECX vs BRK-B
AIBAX	American Funds Intermediate Bond Fund of America	Short-Term Bond	17	-0.50%	—	Feb 1988	AMECX vs AIBAX
BTR	Beacon Tactical Risk ETF	Large Cap Blend Equities	61	7.96%	36.80M	Apr 2023	AMECX vs BTR
SMMD	iShares Russell 2500 ETF	Small Cap Growth Equities	70	20.07%	3.54B	Jul 2017	AMECX vs SMMD
TIBAX	Thornburg Investment Income Builder Fund	Global Allocation	98	17.44%	—	Dec 2002	AMECX vs TIBAX
MFWTX	MFS Global Total Return Fund	Global Allocation	38	4.62%	—	Sep 1990	AMECX vs MFWTX
MGWIX	MFS Growth Allocation Fund	Diversified Portfolio	37	6.84%	—	Jun 2002	AMECX vs MGWIX
QNZNX	AQR Trend Total Return Fund	Systematic Trend	95	15.35%	—	Dec 2021	AMECX vs QNZNX
BRMKX	iShares Russell Mid-Cap Index Fund	Mid Cap Blend Equities	47	14.11%	—	May 2015	AMECX vs BRMKX
RSPFX	Victory RS Partners Fund	Small Cap Value Equities	37	15.69%	—	Jul 1995	AMECX vs RSPFX
FKTFX	Franklin California Tax Free Income Fund	Municipal Bonds	67	1.88%	—	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.

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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