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