AMCPX vs. AMECX
Compare and contrast key facts about American Funds AMCAP Fund Class A (AMCPX) and American Funds The Income Fund of America Class A (AMECX).
AMCPX is managed by American Funds. It was launched on Jan 5, 1967. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
AMCPX vs. AMECX - Performance Comparison
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AMCPX vs. AMECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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, AMCPX achieves a -11.82% return, which is significantly lower than AMECX's 1.48% return. Over the past 10 years, AMCPX has outperformed AMECX with an annualized return of 10.59%, while AMECX has yielded a comparatively lower 8.21% annualized return.
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%
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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AMCPX vs. AMECX - Expense Ratio Comparison
AMCPX has a 0.65% expense ratio, which is higher than AMECX's 0.56% expense ratio.
Return for Risk
AMCPX vs. AMECX — Risk / Return Rank
AMCPX
AMECX
AMCPX vs. AMECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class A (AMCPX) 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.
| AMCPX | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 1.55 | -0.99 |
Sortino ratioReturn per unit of downside risk | 0.94 | 2.13 | -1.18 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.32 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 1.71 | -1.11 |
Martin ratioReturn relative to average drawdown | 2.42 | 8.01 | -5.60 |
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
| AMCPX | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 1.55 | -0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.85 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.77 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.72 | -0.14 |
Correlation
The correlation between AMCPX and AMECX is 0.75, 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
AMCPX vs. AMECX - Dividend Comparison
AMCPX's dividend yield for the trailing twelve months is around 9.90%, which matches AMECX's 9.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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
AMCPX vs. AMECX - Drawdown Comparison
The maximum AMCPX drawdown since its inception was -62.37%, which is greater than AMECX's maximum drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for AMCPX and AMECX.
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Drawdown Indicators
| AMCPX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.37% | -41.92% | -20.45% |
Max Drawdown (1Y)Largest decline over 1 year | -14.18% | -8.19% | -5.99% |
Max Drawdown (5Y)Largest decline over 5 years | -36.90% | -15.78% | -21.12% |
Max Drawdown (10Y)Largest decline over 10 years | -36.90% | -26.13% | -10.77% |
Current DrawdownCurrent decline from peak | -14.18% | -5.74% | -8.44% |
Average DrawdownAverage peak-to-trough decline | -9.60% | -4.46% | -5.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 1.74% | +1.73% |
Volatility
AMCPX vs. AMECX - Volatility Comparison
American Funds AMCAP Fund Class A (AMCPX) has a higher volatility of 5.26% compared to American Funds The Income Fund of America Class A (AMECX) at 2.94%. This indicates that AMCPX'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
| AMCPX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.26% | 2.94% | +2.32% |
Volatility (6M)Calculated over the trailing 6-month period | 11.06% | 5.49% | +5.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.60% | 9.48% | +10.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.12% | 9.44% | +9.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.63% | 10.66% | +7.97% |