AHITX vs. AMCPX
Compare and contrast key facts about American Funds American High-Income Trust (AHITX) and American Funds AMCAP Fund Class A (AMCPX).
AHITX is managed by American Funds. It was launched on Feb 19, 1988. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Performance
AHITX vs. AMCPX - Performance Comparison
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AHITX vs. AMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AHITX American Funds American High-Income Trust | -1.14% | 8.28% | 9.45% | 11.43% | -10.38% | 8.32% | 7.01% | 11.86% | -1.80% | 7.30% |
AMCPX American Funds AMCAP Fund Class A | -11.82% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
Returns By Period
In the year-to-date period, AHITX achieves a -1.14% return, which is significantly higher than AMCPX's -11.82% return. Over the past 10 years, AHITX has underperformed AMCPX with an annualized return of 6.05%, while AMCPX has yielded a comparatively higher 10.59% annualized return.
AHITX
- 1D
- 0.00%
- 1M
- -2.41%
- YTD
- -1.14%
- 6M
- 0.13%
- 1Y
- 5.89%
- 3Y*
- 8.26%
- 5Y*
- 4.33%
- 10Y*
- 6.05%
AMCPX
- 1D
- -0.37%
- 1M
- -10.12%
- YTD
- -11.82%
- 6M
- -9.34%
- 1Y
- 11.06%
- 3Y*
- 14.39%
- 5Y*
- 6.22%
- 10Y*
- 10.59%
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AHITX vs. AMCPX - Expense Ratio Comparison
AHITX has a 0.69% expense ratio, which is higher than AMCPX's 0.65% expense ratio.
Return for Risk
AHITX vs. AMCPX — Risk / Return Rank
AHITX
AMCPX
AHITX vs. AMCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American High-Income Trust (AHITX) and American Funds AMCAP Fund Class A (AMCPX). 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.
| AHITX | AMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.47 | 0.56 | +0.91 |
Sortino ratioReturn per unit of downside risk | 1.90 | 0.94 | +0.95 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.13 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 0.59 | +1.15 |
Martin ratioReturn relative to average drawdown | 7.46 | 2.42 | +5.04 |
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
| AHITX | AMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | 0.56 | +0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.88 | 0.33 | +0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.11 | 0.57 | +0.54 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.42 | 0.57 | +0.85 |
Correlation
The correlation between AHITX and AMCPX is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
AHITX vs. AMCPX - Dividend Comparison
AHITX's dividend yield for the trailing twelve months is around 5.90%, less than AMCPX's 9.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AHITX American Funds American High-Income Trust | 5.90% | 6.26% | 6.25% | 5.87% | 4.17% | 4.27% | 5.81% | 6.19% | 6.31% | 5.99% | 5.05% | 6.92% |
AMCPX American Funds AMCAP Fund Class A | 9.90% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
Drawdowns
AHITX vs. AMCPX - Drawdown Comparison
The maximum AHITX drawdown since its inception was -34.81%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for AHITX and AMCPX.
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Drawdown Indicators
| AHITX | AMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.81% | -62.37% | +27.56% |
Max Drawdown (1Y)Largest decline over 1 year | -3.38% | -14.18% | +10.80% |
Max Drawdown (5Y)Largest decline over 5 years | -13.93% | -36.90% | +22.97% |
Max Drawdown (10Y)Largest decline over 10 years | -21.22% | -36.90% | +15.68% |
Current DrawdownCurrent decline from peak | -2.41% | -14.18% | +11.77% |
Average DrawdownAverage peak-to-trough decline | -2.68% | -9.60% | +6.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.79% | 3.47% | -2.68% |
Volatility
AHITX vs. AMCPX - Volatility Comparison
The current volatility for American Funds American High-Income Trust (AHITX) is 1.16%, while American Funds AMCAP Fund Class A (AMCPX) has a volatility of 5.26%. This indicates that AHITX experiences smaller price fluctuations and is considered to be less risky than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AHITX | AMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.16% | 5.26% | -4.10% |
Volatility (6M)Calculated over the trailing 6-month period | 2.27% | 11.06% | -8.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.27% | 19.60% | -15.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.93% | 19.12% | -14.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.47% | 18.63% | -13.16% |