PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
AIBAX vs. AMECX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.00.0

Performance

AIBAX vs. AMECX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Intermediate Bond Fund of America (AIBAX) and American Funds The Income Fund of America Class A (AMECX). The values are adjusted to include any dividend payments, if applicable.

-3.00%-2.00%-1.00%0.00%1.00%2.00%3.00%SeptemberOctoberNovemberDecember2025February
0.01%
2.88%
AIBAX
AMECX

Key characteristics

Sharpe Ratio

AIBAX:

1.23

AMECX:

1.79

Sortino Ratio

AIBAX:

1.83

AMECX:

2.36

Omega Ratio

AIBAX:

1.23

AMECX:

1.33

Calmar Ratio

AIBAX:

0.55

AMECX:

2.27

Martin Ratio

AIBAX:

3.57

AMECX:

7.38

Ulcer Index

AIBAX:

1.26%

AMECX:

1.91%

Daily Std Dev

AIBAX:

3.64%

AMECX:

7.89%

Max Drawdown

AIBAX:

-12.76%

AMECX:

-43.59%

Current Drawdown

AIBAX:

-2.96%

AMECX:

-0.54%

Returns By Period

In the year-to-date period, AIBAX achieves a 0.56% return, which is significantly lower than AMECX's 5.08% return. Over the past 10 years, AIBAX has underperformed AMECX with an annualized return of 1.00%, while AMECX has yielded a comparatively higher 4.84% annualized return.


AIBAX

YTD

0.56%

1M

0.73%

6M

0.01%

1Y

4.75%

5Y*

0.53%

10Y*

1.00%

AMECX

YTD

5.08%

1M

1.87%

6M

2.88%

1Y

13.05%

5Y*

5.86%

10Y*

4.84%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


AIBAX vs. AMECX - Expense Ratio Comparison

AIBAX has a 0.63% expense ratio, which is higher than AMECX's 0.56% expense ratio.


AIBAX
American Funds Intermediate Bond Fund of America
Expense ratio chart for AIBAX: current value at 0.63% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.63%
Expense ratio chart for AMECX: current value at 0.56% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.56%

Risk-Adjusted Performance

AIBAX vs. AMECX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AIBAX
The Risk-Adjusted Performance Rank of AIBAX is 6060
Overall Rank
The Sharpe Ratio Rank of AIBAX is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of AIBAX is 6969
Sortino Ratio Rank
The Omega Ratio Rank of AIBAX is 6666
Omega Ratio Rank
The Calmar Ratio Rank of AIBAX is 4545
Calmar Ratio Rank
The Martin Ratio Rank of AIBAX is 5454
Martin Ratio Rank

AMECX
The Risk-Adjusted Performance Rank of AMECX is 8484
Overall Rank
The Sharpe Ratio Rank of AMECX is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of AMECX is 8383
Sortino Ratio Rank
The Omega Ratio Rank of AMECX is 8585
Omega Ratio Rank
The Calmar Ratio Rank of AMECX is 8787
Calmar Ratio Rank
The Martin Ratio Rank of AMECX is 7979
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AIBAX vs. AMECX - Risk-Adjusted Performance 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.


Sharpe ratio
The chart of Sharpe ratio for AIBAX, currently valued at 1.23, compared to the broader market-1.000.001.002.003.004.001.231.79
The chart of Sortino ratio for AIBAX, currently valued at 1.83, compared to the broader market0.002.004.006.008.0010.0012.001.832.36
The chart of Omega ratio for AIBAX, currently valued at 1.23, compared to the broader market1.002.003.004.001.231.33
The chart of Calmar ratio for AIBAX, currently valued at 0.55, compared to the broader market0.005.0010.0015.0020.000.552.27
The chart of Martin ratio for AIBAX, currently valued at 3.57, compared to the broader market0.0020.0040.0060.0080.003.577.38
AIBAX
AMECX

The current AIBAX Sharpe Ratio is 1.23, which is lower than the AMECX Sharpe Ratio of 1.79. The chart below compares the historical Sharpe Ratios of AIBAX and AMECX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00SeptemberOctoberNovemberDecember2025February
1.23
1.79
AIBAX
AMECX

Dividends

AIBAX vs. AMECX - Dividend Comparison

AIBAX's dividend yield for the trailing twelve months is around 3.66%, less than AMECX's 3.90% yield.


TTM20242023202220212020201920182017201620152014
AIBAX
American Funds Intermediate Bond Fund of America
3.66%4.00%3.33%2.13%0.92%1.16%1.84%1.66%1.11%1.22%1.30%1.24%
AMECX
American Funds The Income Fund of America Class A
3.90%4.10%3.66%3.38%2.86%3.19%3.20%3.35%2.82%3.09%3.26%3.64%

Drawdowns

AIBAX vs. AMECX - Drawdown Comparison

The maximum AIBAX drawdown since its inception was -12.76%, smaller than the maximum AMECX drawdown of -43.59%. Use the drawdown chart below to compare losses from any high point for AIBAX and AMECX. For additional features, visit the drawdowns tool.


-6.00%-5.00%-4.00%-3.00%-2.00%-1.00%0.00%SeptemberOctoberNovemberDecember2025February
-2.96%
-0.54%
AIBAX
AMECX

Volatility

AIBAX vs. AMECX - Volatility Comparison

The current volatility for American Funds Intermediate Bond Fund of America (AIBAX) is 0.91%, while American Funds The Income Fund of America Class A (AMECX) has a volatility of 1.81%. 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.


0.50%1.00%1.50%2.00%2.50%3.00%3.50%4.00%SeptemberOctoberNovemberDecember2025February
0.91%
1.81%
AIBAX
AMECX
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab