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

Correlation

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.


-0.50.00.51.00.7

Performance

AMECX vs. AGTHX - Performance Comparison

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

3,000.00%4,000.00%5,000.00%6,000.00%JulyAugustSeptemberOctoberNovemberDecember
2,800.85%
5,732.75%
AMECX
AGTHX

Key characteristics

Sharpe Ratio

AMECX:

0.90

AGTHX:

1.12

Sortino Ratio

AMECX:

1.16

AGTHX:

1.39

Omega Ratio

AMECX:

1.18

AGTHX:

1.25

Calmar Ratio

AMECX:

0.97

AGTHX:

1.46

Martin Ratio

AMECX:

5.20

AGTHX:

7.94

Ulcer Index

AMECX:

1.49%

AGTHX:

2.68%

Daily Std Dev

AMECX:

8.58%

AGTHX:

19.01%

Max Drawdown

AMECX:

-44.46%

AGTHX:

-65.35%

Current Drawdown

AMECX:

-7.27%

AGTHX:

-11.47%

Returns By Period

In the year-to-date period, AMECX achieves a 6.15% return, which is significantly lower than AGTHX's 19.16% return. Over the past 10 years, AMECX has underperformed AGTHX with an annualized return of 6.14%, while AGTHX has yielded a comparatively higher 12.59% annualized return.


AMECX

YTD

6.15%

1M

-5.58%

6M

1.58%

1Y

7.02%

5Y*

5.60%

10Y*

6.14%

AGTHX

YTD

19.16%

1M

-7.19%

6M

2.34%

1Y

19.59%

5Y*

12.63%

10Y*

12.59%

Compare stocks, funds, or ETFs

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


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
Expense ratio chart for AGTHX: current value at 0.61% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.61%
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

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 ratio
The chart of Sharpe ratio for AMECX, currently valued at 0.90, compared to the broader market-1.000.001.002.003.004.000.901.12
The chart of Sortino ratio for AMECX, currently valued at 1.16, compared to the broader market-2.000.002.004.006.008.0010.001.161.39
The chart of Omega ratio for AMECX, currently valued at 1.18, compared to the broader market0.501.001.502.002.503.003.501.181.25
The chart of Calmar ratio for AMECX, currently valued at 0.97, compared to the broader market0.002.004.006.008.0010.0012.0014.000.971.46
The chart of Martin ratio for AMECX, currently valued at 5.20, compared to the broader market0.0020.0040.0060.005.207.94
AMECX
AGTHX

The current AMECX Sharpe Ratio is 0.90, which is comparable to the AGTHX Sharpe Ratio of 1.12. The chart below compares the historical Sharpe Ratios of AMECX and AGTHX, 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 Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
0.90
1.12
AMECX
AGTHX

Dividends

AMECX vs. AGTHX - Dividend Comparison

AMECX's dividend yield for the trailing twelve months is around 2.09%, while AGTHX has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
AMECX
American Funds The Income Fund of America Class A
2.09%3.66%3.38%2.86%3.19%3.20%3.35%2.82%3.09%3.26%3.64%3.17%
AGTHX
American Funds The Growth Fund of America Class A
0.00%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 -65.35%. Use the drawdown chart below to compare losses from any high point for AMECX and AGTHX. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-7.27%
-11.47%
AMECX
AGTHX

Volatility

AMECX vs. AGTHX - Volatility Comparison

The current volatility for American Funds The Income Fund of America Class A (AMECX) is 4.98%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 12.78%. 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%JulyAugustSeptemberOctoberNovemberDecember
4.98%
12.78%
AMECX
AGTHX
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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.

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