AGTHX vs. AMECX
Compare and contrast key facts about American Funds The Growth Fund of America Class A (AGTHX) and American Funds The Income Fund of America Class A (AMECX).
AGTHX is managed by Equity. It was launched on Dec 1, 1973. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
AGTHX vs. AMECX - Performance Comparison
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AGTHX vs. AMECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | -7.11% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
AMECX American Funds The Income Fund of America Class A | 2.99% | 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, AGTHX achieves a -7.11% return, which is significantly lower than AMECX's 2.99% return. Over the past 10 years, AGTHX has outperformed AMECX with an annualized return of 14.44%, while AMECX has yielded a comparatively lower 8.37% annualized return.
AGTHX
- 1D
- 1.04%
- 1M
- -4.03%
- YTD
- -7.11%
- 6M
- -6.60%
- 1Y
- 16.86%
- 3Y*
- 20.68%
- 5Y*
- 9.18%
- 10Y*
- 14.44%
AMECX
- 1D
- 0.15%
- 1M
- -2.68%
- YTD
- 2.99%
- 6M
- 5.57%
- 1Y
- 15.29%
- 3Y*
- 12.50%
- 5Y*
- 8.11%
- 10Y*
- 8.37%
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AGTHX vs. AMECX - Expense Ratio Comparison
AGTHX has a 0.61% expense ratio, which is higher than AMECX's 0.56% expense ratio.
Return for Risk
AGTHX vs. AMECX — Risk / Return Rank
AGTHX
AMECX
AGTHX vs. AMECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Growth Fund of America Class A (AGTHX) 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.
| AGTHX | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.64 | -0.78 |
Sortino ratioReturn per unit of downside risk | 1.37 | 2.25 | -0.88 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.34 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.94 | -0.57 |
Martin ratioReturn relative to average drawdown | 5.11 | 8.89 | -3.78 |
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
| AGTHX | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.64 | -0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.86 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.79 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.72 | -0.04 |
Correlation
The correlation between AGTHX and AMECX is 0.78, 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
AGTHX vs. AMECX - Dividend Comparison
AGTHX's dividend yield for the trailing twelve months is around 11.51%, more than AMECX's 9.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 11.51% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
AMECX American Funds The Income Fund of America Class A | 9.72% | 9.94% | 6.38% | 2.93% | 6.98% | 6.67% | 2.80% | 5.01% | 7.48% | 4.26% | 3.09% | 5.09% |
Drawdowns
AGTHX vs. AMECX - Drawdown Comparison
The maximum AGTHX drawdown since its inception was -51.91%, which is greater than AMECX's maximum drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for AGTHX and AMECX.
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Drawdown Indicators
| AGTHX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.91% | -41.92% | -9.99% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -6.32% | -7.44% |
Max Drawdown (5Y)Largest decline over 5 years | -36.38% | -15.78% | -20.60% |
Max Drawdown (10Y)Largest decline over 10 years | -36.38% | -26.13% | -10.25% |
Current DrawdownCurrent decline from peak | -9.77% | -4.34% | -5.43% |
Average DrawdownAverage peak-to-trough decline | -9.23% | -4.46% | -4.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 1.79% | +1.90% |
Volatility
AGTHX vs. AMECX - Volatility Comparison
American Funds The Growth Fund of America Class A (AGTHX) has a higher volatility of 6.78% compared to American Funds The Income Fund of America Class A (AMECX) at 3.12%. This indicates that AGTHX'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
| AGTHX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.78% | 3.12% | +3.66% |
Volatility (6M)Calculated over the trailing 6-month period | 12.18% | 5.64% | +6.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.03% | 9.54% | +11.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.22% | 9.45% | +10.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.64% | 10.67% | +8.97% |