AAOTX vs. AMECX
Compare and contrast key facts about American Funds 2065 Target Date Retirement Fund Class A (AAOTX) and American Funds The Income Fund of America Class A (AMECX).
AAOTX is managed by American Funds. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
AAOTX vs. AMECX - Performance Comparison
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AAOTX vs. AMECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
AAOTX American Funds 2065 Target Date Retirement Fund Class A | -6.04% | 20.36% | 15.20% | 21.16% | -19.94% | 16.85% | 46.68% |
AMECX American Funds The Income Fund of America Class A | 1.48% | 17.77% | 10.84% | 6.79% | -6.40% | 17.37% | 26.42% |
Returns By Period
In the year-to-date period, AAOTX achieves a -6.04% return, which is significantly lower than AMECX's 1.48% return.
AAOTX
- 1D
- -0.42%
- 1M
- -9.38%
- YTD
- -6.04%
- 6M
- -3.03%
- 1Y
- 15.42%
- 3Y*
- 14.08%
- 5Y*
- 7.24%
- 10Y*
- —
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%
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AAOTX vs. AMECX - Expense Ratio Comparison
AAOTX has a 0.73% expense ratio, which is higher than AMECX's 0.56% expense ratio.
Return for Risk
AAOTX vs. AMECX — Risk / Return Rank
AAOTX
AMECX
AAOTX vs. AMECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2065 Target Date Retirement Fund Class A (AAOTX) 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.
| AAOTX | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.55 | -0.53 |
Sortino ratioReturn per unit of downside risk | 1.53 | 2.13 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.32 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | 1.71 | -0.39 |
Martin ratioReturn relative to average drawdown | 5.72 | 8.01 | -2.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AAOTX | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.55 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.85 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.72 | +0.20 |
Correlation
The correlation between AAOTX and AMECX is 0.86, 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
AAOTX vs. AMECX - Dividend Comparison
AAOTX's dividend yield for the trailing twelve months is around 4.69%, less than AMECX's 9.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAOTX American Funds 2065 Target Date Retirement Fund Class A | 4.69% | 4.41% | 2.52% | 1.71% | 3.67% | 1.34% | 0.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
AAOTX vs. AMECX - Drawdown Comparison
The maximum AAOTX drawdown since its inception was -27.57%, smaller than the maximum AMECX drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for AAOTX and AMECX.
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Drawdown Indicators
| AAOTX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.57% | -41.92% | +14.35% |
Max Drawdown (1Y)Largest decline over 1 year | -10.23% | -8.19% | -2.04% |
Max Drawdown (5Y)Largest decline over 5 years | -27.57% | -15.78% | -11.79% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.13% | — |
Current DrawdownCurrent decline from peak | -9.82% | -5.74% | -4.08% |
Average DrawdownAverage peak-to-trough decline | -6.16% | -4.46% | -1.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 1.74% | +0.61% |
Volatility
AAOTX vs. AMECX - Volatility Comparison
American Funds 2065 Target Date Retirement Fund Class A (AAOTX) has a higher volatility of 4.61% compared to American Funds The Income Fund of America Class A (AMECX) at 2.94%. This indicates that AAOTX'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.
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Volatility by Period
| AAOTX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.61% | 2.94% | +1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 9.03% | 5.49% | +3.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.12% | 9.48% | +5.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.57% | 9.44% | +5.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.06% | 10.66% | +4.40% |