AEPGX vs. AMECX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class A (AEPGX) and American Funds The Income Fund of America Class A (AMECX).
AEPGX is managed by American Funds. It was launched on Apr 16, 1984. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
AEPGX vs. AMECX - Performance Comparison
Loading graphics...
AEPGX vs. AMECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | -2.93% | 28.88% | 2.63% | 15.65% | -23.06% | -1.64% | 24.80% | 26.94% | -15.21% | 30.74% |
AMECX American Funds The Income Fund of America Class A | 2.83% | 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, AEPGX achieves a -2.93% return, which is significantly lower than AMECX's 2.83% return. Over the past 10 years, AEPGX has underperformed AMECX with an annualized return of 7.45%, while AMECX has yielded a comparatively higher 8.35% annualized return.
AEPGX
- 1D
- 2.75%
- 1M
- -8.20%
- YTD
- -2.93%
- 6M
- 0.77%
- 1Y
- 21.14%
- 3Y*
- 10.59%
- 5Y*
- 2.11%
- 10Y*
- 7.45%
AMECX
- 1D
- 1.33%
- 1M
- -4.18%
- YTD
- 2.83%
- 6M
- 5.30%
- 1Y
- 15.39%
- 3Y*
- 12.45%
- 5Y*
- 8.08%
- 10Y*
- 8.35%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AEPGX vs. AMECX - Expense Ratio Comparison
AEPGX has a 0.80% expense ratio, which is higher than AMECX's 0.56% expense ratio.
Return for Risk
AEPGX vs. AMECX — Risk / Return Rank
AEPGX
AMECX
AEPGX vs. AMECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class A (AEPGX) 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.
| AEPGX | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 1.65 | -0.30 |
Sortino ratioReturn per unit of downside risk | 1.83 | 2.27 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.34 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.97 | -0.33 |
Martin ratioReturn relative to average drawdown | 6.22 | 9.13 | -2.91 |
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
| AEPGX | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.65 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.86 | -0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.79 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.72 | -0.22 |
Correlation
The correlation between AEPGX and AMECX is 0.71, 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
AEPGX vs. AMECX - Dividend Comparison
AEPGX's dividend yield for the trailing twelve months is around 14.10%, more than AMECX's 9.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | 14.10% | 13.69% | 4.56% | 3.57% | 1.72% | 5.15% | 0.17% | 2.79% | 6.33% | 4.66% | 1.24% | 3.05% |
AMECX American Funds The Income Fund of America Class A | 9.73% | 9.94% | 6.38% | 2.93% | 6.98% | 6.67% | 2.80% | 5.01% | 7.48% | 4.26% | 3.09% | 5.09% |
Drawdowns
AEPGX vs. AMECX - Drawdown Comparison
The maximum AEPGX drawdown since its inception was -53.98%, which is greater than AMECX's maximum drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for AEPGX and AMECX.
Loading graphics...
Drawdown Indicators
| AEPGX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.98% | -41.92% | -12.06% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -8.19% | -4.37% |
Max Drawdown (5Y)Largest decline over 5 years | -38.22% | -15.78% | -22.44% |
Max Drawdown (10Y)Largest decline over 10 years | -38.50% | -26.13% | -12.37% |
Current DrawdownCurrent decline from peak | -10.16% | -4.48% | -5.68% |
Average DrawdownAverage peak-to-trough decline | -11.52% | -4.46% | -7.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 1.77% | +1.54% |
Volatility
AEPGX vs. AMECX - Volatility Comparison
American Funds EuroPacific Growth Fund Class A (AEPGX) has a higher volatility of 7.25% compared to American Funds The Income Fund of America Class A (AMECX) at 3.35%. This indicates that AEPGX'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
| AEPGX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 3.35% | +3.90% |
Volatility (6M)Calculated over the trailing 6-month period | 11.54% | 5.64% | +5.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 9.54% | +6.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.55% | 9.45% | +7.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.82% | 10.67% | +6.15% |