American Funds The Income Fund of America® Class F-2 (AMEFX) Alternatives
American Funds The Income Fund of America® Class F-2 (AMEFX) 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 AMEFX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to AMEFX
AMEFX charges 0.37% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among AMEFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | AMEFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | AMEFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | AMEFX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | AMEFX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | AMEFX vs FYMIX |
Best Risk-Adjusted Alternatives to AMEFX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | AMEFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | AMEFX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | AMEFX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | AMEFX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | AMEFX vs PMAIX |
Top Performing AMEFX Alternatives (YTD)
AMEFX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | AMEFX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | AMEFX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | AMEFX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | AMEFX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | AMEFX vs CONWX |
Lowest Volatility Alternatives to AMEFX
AMEFX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | AMEFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | AMEFX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | AMEFX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | AMEFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | AMEFX vs SICIX |
Lowest Drawdown Alternatives to AMEFX
AMEFX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | AMEFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | AMEFX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | AMEFX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | AMEFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | AMEFX vs SICIX |
Other Mutual Funds from American Funds
Most popular American Funds mutual funds on PortfoliosLab, across asset classes.
Often Compared With AMEFX
What investors most often compare with AMEFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | AMEFX vs FXAIX | |
| Vanguard LifeStrategy Moderate Growth Fund | Diversified Portfolio | 73 | -2.81% | Sep 30, 1994 | AMEFX vs VSMGX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | AMEFX vs VOO | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | AMEFX vs QBDSX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | AMEFX vs EKBAX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | AMEFX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | AMEFX vs WWWEX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | AMEFX vs MAANX |
Compare AMEFX with Any Fund or Stock
Compare AMEFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.