AIBAX vs. AMECX
Compare and contrast key facts about American Funds Intermediate Bond Fund of America (AIBAX) and American Funds The Income Fund of America Class A (AMECX).
AIBAX is managed by American Funds. It was launched on Feb 19, 1988. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
AIBAX vs. AMECX - Performance Comparison
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AIBAX vs. AMECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIBAX American Funds Intermediate Bond Fund of America | -0.59% | 6.83% | 2.91% | 4.09% | -8.02% | -0.89% | 7.36% | 4.40% | 0.92% | 1.06% |
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% | 12.58% |
Returns By Period
In the year-to-date period, AIBAX achieves a -0.59% return, which is significantly lower than AMECX's 1.48% return. Over the past 10 years, AIBAX has underperformed AMECX with an annualized return of 1.65%, while AMECX has yielded a comparatively higher 8.21% annualized return.
AIBAX
- 1D
- 0.32%
- 1M
- -1.72%
- YTD
- -0.59%
- 6M
- 0.60%
- 1Y
- 3.58%
- 3Y*
- 3.58%
- 5Y*
- 0.96%
- 10Y*
- 1.65%
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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AIBAX vs. AMECX - Expense Ratio Comparison
AIBAX has a 0.63% expense ratio, which is higher than AMECX's 0.56% expense ratio.
Return for Risk
AIBAX vs. AMECX — Risk / Return Rank
AIBAX
AMECX
AIBAX vs. AMECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Intermediate Bond Fund of America (AIBAX) 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.
| AIBAX | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.55 | -0.33 |
Sortino ratioReturn per unit of downside risk | 1.87 | 2.13 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.32 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 1.71 | +0.32 |
Martin ratioReturn relative to average drawdown | 6.87 | 8.01 | -1.15 |
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
| AIBAX | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.55 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.85 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.77 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.26 | 0.72 | +0.54 |
Correlation
The correlation between AIBAX and AMECX is 0.05, 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
AIBAX vs. AMECX - Dividend Comparison
AIBAX's dividend yield for the trailing twelve months is around 3.54%, less than AMECX's 9.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIBAX American Funds Intermediate Bond Fund of America | 3.54% | 3.87% | 4.00% | 3.01% | 1.63% | 0.91% | 3.25% | 2.59% | 1.66% | 1.21% | 1.72% | 1.85% |
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
AIBAX vs. AMECX - Drawdown Comparison
The maximum AIBAX drawdown since its inception was -11.42%, smaller than the maximum AMECX drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for AIBAX and AMECX.
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Drawdown Indicators
| AIBAX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.42% | -41.92% | +30.50% |
Max Drawdown (1Y)Largest decline over 1 year | -2.18% | -8.19% | +6.01% |
Max Drawdown (5Y)Largest decline over 5 years | -11.33% | -15.78% | +4.45% |
Max Drawdown (10Y)Largest decline over 10 years | -11.42% | -26.13% | +14.71% |
Current DrawdownCurrent decline from peak | -1.72% | -5.74% | +4.02% |
Average DrawdownAverage peak-to-trough decline | -1.19% | -4.46% | +3.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.64% | 1.74% | -1.10% |
Volatility
AIBAX vs. AMECX - Volatility Comparison
The current volatility for American Funds Intermediate Bond Fund of America (AIBAX) is 1.07%, while American Funds The Income Fund of America Class A (AMECX) has a volatility of 2.94%. This indicates that AIBAX experiences smaller price fluctuations and is considered to be less risky 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
| AIBAX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 2.94% | -1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 1.75% | 5.49% | -3.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.31% | 9.48% | -6.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.15% | 9.44% | -5.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.27% | 10.66% | -7.39% |