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AMECX vs. AGTHX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Key characteristics


AMECXAGTHX
YTD Return4.06%12.75%
1Y Return13.26%44.43%
3Y Return (Ann)4.86%7.90%
5Y Return (Ann)7.24%14.71%
10Y Return (Ann)6.66%13.33%
Sharpe Ratio1.732.46
Daily Std Dev7.80%17.91%
Max Drawdown-44.46%-65.31%
Current Drawdown0.00%-0.20%

Correlation

0.74
-1.001.00

The correlation between AMECX and AGTHX is 0.74, 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.

Performance

AMECX vs. AGTHX - Performance Comparison

In the year-to-date period, AMECX achieves a 4.06% return, which is significantly lower than AGTHX's 12.75% return. Over the past 10 years, AMECX has underperformed AGTHX with an annualized return of 6.66%, while AGTHX has yielded a comparatively higher 13.33% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%OctoberNovemberDecember2024FebruaryMarch
2,744.06%
9,193.92%
AMECX
AGTHX

Compare stocks, funds, or ETFs


American Funds The Income Fund of America Class A

American Funds The Growth Fund of America Class A

AMECX vs. AGTHX - Expense Ratio Comparison

AMECX has a 0.56% expense ratio, which is lower than AGTHX's 0.61% expense ratio.

AGTHX
American Funds The Growth Fund of America Class A
0.50%1.00%1.50%2.00%0.61%

Risk-Adjusted Performance

AMECX vs. AGTHX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds The Income Fund of America Class A (AMECX) and American Funds The Growth Fund of America Class A (AGTHX). 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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AMECX
American Funds The Income Fund of America Class A
1.73
AGTHX
American Funds The Growth Fund of America Class A
2.46

AMECX vs. AGTHX - Sharpe Ratio Comparison

The current AMECX Sharpe Ratio is 1.73, which roughly equals the AGTHX Sharpe Ratio of 2.46. The chart below compares the 12-month rolling Sharpe Ratio of AMECX and AGTHX.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50OctoberNovemberDecember2024FebruaryMarch
1.73
2.46
AMECX
AGTHX

Dividends

AMECX vs. AGTHX - Dividend Comparison

AMECX's dividend yield for the trailing twelve months is around 3.54%, less than AGTHX's 6.04% yield.


TTM20232022202120202019201820172016201520142013
AMECX
American Funds The Income Fund of America Class A
3.54%3.66%6.98%6.67%2.80%5.37%7.63%4.96%3.09%5.08%3.64%3.17%
AGTHX
American Funds The Growth Fund of America Class A
6.04%6.81%0.75%8.18%4.55%7.89%12.71%7.54%6.61%8.87%9.90%6.71%

Drawdowns

AMECX vs. AGTHX - Drawdown Comparison

The maximum AMECX drawdown since its inception was -44.46%, smaller than the maximum AGTHX drawdown of -65.31%. The drawdown chart below compares losses from any high point along the way for AMECX and AGTHX


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch0
-0.20%
AMECX
AGTHX

Volatility

AMECX vs. AGTHX - Volatility Comparison

The current volatility for American Funds The Income Fund of America Class A (AMECX) is 2.05%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 3.78%. This indicates that AMECX experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%OctoberNovemberDecember2024FebruaryMarch
2.05%
3.78%
AMECX
AGTHX