AAFTX vs. AMECX
Compare and contrast key facts about American Funds 2035 Target Date Retirement Fund (AAFTX) and American Funds The Income Fund of America Class A (AMECX).
AAFTX is managed by American Funds. It was launched on Jan 31, 2007. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
AAFTX vs. AMECX - Performance Comparison
Loading graphics...
AAFTX vs. AMECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAFTX American Funds 2035 Target Date Retirement Fund | -3.74% | 16.77% | 12.40% | 16.50% | -16.53% | 15.20% | 17.23% | 22.81% | -5.48% | 20.68% |
AMECX American Funds The Income Fund of America Class A | 1.48% | 17.77% | 10.84% | 6.79% | -6.40% | 17.37% | 4.49% | 18.50% | -5.27% | 12.58% |
Returns By Period
In the year-to-date period, AAFTX achieves a -3.74% return, which is significantly lower than AMECX's 1.48% return. Over the past 10 years, AAFTX has outperformed AMECX with an annualized return of 9.52%, while AMECX has yielded a comparatively lower 8.21% annualized return.
AAFTX
- 1D
- -0.05%
- 1M
- -6.86%
- YTD
- -3.74%
- 6M
- -1.40%
- 1Y
- 12.17%
- 3Y*
- 11.90%
- 5Y*
- 6.46%
- 10Y*
- 9.52%
AMECX
- 1D
- 0.23%
- 1M
- -5.74%
- YTD
- 1.48%
- 6M
- 4.22%
- 1Y
- 14.19%
- 3Y*
- 11.95%
- 5Y*
- 7.95%
- 10Y*
- 8.21%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AAFTX vs. AMECX - Expense Ratio Comparison
AAFTX has a 0.33% expense ratio, which is lower than AMECX's 0.56% expense ratio.
Return for Risk
AAFTX vs. AMECX — Risk / Return Rank
AAFTX
AMECX
AAFTX vs. AMECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2035 Target Date Retirement Fund (AAFTX) and American Funds The Income Fund of America Class A (AMECX). 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.
| AAFTX | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 1.55 | -0.39 |
Sortino ratioReturn per unit of downside risk | 1.71 | 2.13 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.32 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.71 | -0.22 |
Martin ratioReturn relative to average drawdown | 6.49 | 8.01 | -1.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AAFTX | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 1.55 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.85 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.77 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.72 | -0.22 |
Correlation
The correlation between AAFTX and AMECX is 0.93, 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.
Dividends
AAFTX vs. AMECX - Dividend Comparison
AAFTX's dividend yield for the trailing twelve months is around 6.22%, less than AMECX's 9.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAFTX American Funds 2035 Target Date Retirement Fund | 6.22% | 5.99% | 4.26% | 2.61% | 5.43% | 5.25% | 3.53% | 4.21% | 4.80% | 2.38% | 3.52% | 5.63% |
AMECX American Funds The Income Fund of America Class A | 9.86% | 9.94% | 6.38% | 2.93% | 6.98% | 6.67% | 2.80% | 5.01% | 7.48% | 4.26% | 3.09% | 5.09% |
Drawdowns
AAFTX vs. AMECX - Drawdown Comparison
The maximum AAFTX drawdown since its inception was -49.89%, which is greater than AMECX's maximum drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for AAFTX and AMECX.
Loading graphics...
Drawdown Indicators
| AAFTX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.89% | -41.92% | -7.97% |
Max Drawdown (1Y)Largest decline over 1 year | -7.54% | -8.19% | +0.65% |
Max Drawdown (5Y)Largest decline over 5 years | -23.31% | -15.78% | -7.53% |
Max Drawdown (10Y)Largest decline over 10 years | -26.72% | -26.13% | -0.59% |
Current DrawdownCurrent decline from peak | -6.99% | -5.74% | -1.25% |
Average DrawdownAverage peak-to-trough decline | -6.85% | -4.46% | -2.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 1.74% | -0.02% |
Volatility
AAFTX vs. AMECX - Volatility Comparison
American Funds 2035 Target Date Retirement Fund (AAFTX) has a higher volatility of 3.37% compared to American Funds The Income Fund of America Class A (AMECX) at 2.94%. This indicates that AAFTX's price experiences larger fluctuations and is considered to be riskier than AMECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AAFTX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.37% | 2.94% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 6.32% | 5.49% | +0.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.65% | 9.48% | +1.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.40% | 9.44% | +1.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.69% | 10.66% | +2.03% |