AFMFX vs. AMECX
Compare and contrast key facts about American Funds American Mutual Fund Class F-3 (AFMFX) and American Funds The Income Fund of America Class A (AMECX).
AFMFX is managed by American Funds. It was launched on Feb 21, 1950. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
AFMFX vs. AMECX - Performance Comparison
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AFMFX vs. AMECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AFMFX American Funds American Mutual Fund Class F-3 | -3.07% | 16.43% | 15.30% | 9.77% | -4.19% | 23.64% | 5.04% | 21.90% | -1.98% | 11.75% |
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% | 8.54% |
Returns By Period
In the year-to-date period, AFMFX achieves a -3.07% return, which is significantly lower than AMECX's 1.48% return.
AFMFX
- 1D
- -0.10%
- 1M
- -7.90%
- YTD
- -3.07%
- 6M
- -1.41%
- 1Y
- 10.11%
- 3Y*
- 12.32%
- 5Y*
- 9.41%
- 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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AFMFX vs. AMECX - Expense Ratio Comparison
AFMFX has a 0.27% expense ratio, which is lower than AMECX's 0.56% expense ratio.
Return for Risk
AFMFX vs. AMECX — Risk / Return Rank
AFMFX
AMECX
AFMFX vs. AMECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Mutual Fund Class F-3 (AFMFX) 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.
| AFMFX | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 1.55 | -0.75 |
Sortino ratioReturn per unit of downside risk | 1.20 | 2.13 | -0.92 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.32 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 1.71 | -0.74 |
Martin ratioReturn relative to average drawdown | 4.19 | 8.01 | -3.82 |
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
| AFMFX | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 1.55 | -0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.85 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.72 | -0.02 |
Correlation
The correlation between AFMFX 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
AFMFX vs. AMECX - Dividend Comparison
AFMFX's dividend yield for the trailing twelve months is around 8.15%, less than AMECX's 9.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFMFX American Funds American Mutual Fund Class F-3 | 8.15% | 7.86% | 6.60% | 4.06% | 5.20% | 3.58% | 2.22% | 4.89% | 6.75% | 6.25% | 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
AFMFX vs. AMECX - Drawdown Comparison
The maximum AFMFX drawdown since its inception was -29.79%, smaller than the maximum AMECX drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for AFMFX and AMECX.
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Drawdown Indicators
| AFMFX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.79% | -41.92% | +12.13% |
Max Drawdown (1Y)Largest decline over 1 year | -10.21% | -8.19% | -2.02% |
Max Drawdown (5Y)Largest decline over 5 years | -15.16% | -15.78% | +0.62% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.13% | — |
Current DrawdownCurrent decline from peak | -7.90% | -5.74% | -2.16% |
Average DrawdownAverage peak-to-trough decline | -2.94% | -4.46% | +1.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 1.74% | +0.60% |
Volatility
AFMFX vs. AMECX - Volatility Comparison
American Funds American Mutual Fund Class F-3 (AFMFX) has a higher volatility of 3.36% compared to American Funds The Income Fund of America Class A (AMECX) at 2.94%. This indicates that AFMFX'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
| AFMFX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 2.94% | +0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 7.33% | 5.49% | +1.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.81% | 9.48% | +4.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.47% | 9.44% | +3.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.56% | 10.66% | +3.90% |