AMECX vs. ANCFX
Compare and contrast key facts about American Funds The Income Fund of America Class A (AMECX) and American Funds Fundamental Investors Class A (ANCFX).
AMECX is managed by American Funds. It was launched on Dec 1, 1973. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
AMECX vs. ANCFX - Performance Comparison
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AMECX vs. ANCFX - 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% |
ANCFX American Funds Fundamental Investors Class A | -6.13% | 24.21% | 22.73% | 25.86% | -16.66% | 22.43% | 14.92% | 27.07% | -8.13% | 22.80% |
Returns By Period
In the year-to-date period, AMECX achieves a 1.48% return, which is significantly higher than ANCFX's -6.13% return. Over the past 10 years, AMECX has underperformed ANCFX with an annualized return of 8.21%, while ANCFX has yielded a comparatively higher 12.92% 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%
ANCFX
- 1D
- -0.62%
- 1M
- -9.88%
- YTD
- -6.13%
- 6M
- -2.09%
- 1Y
- 20.46%
- 3Y*
- 19.35%
- 5Y*
- 11.57%
- 10Y*
- 12.92%
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AMECX vs. ANCFX - Expense Ratio Comparison
AMECX has a 0.56% expense ratio, which is lower than ANCFX's 0.59% expense ratio.
Return for Risk
AMECX vs. ANCFX — Risk / Return Rank
AMECX
ANCFX
AMECX vs. ANCFX - 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 Fundamental Investors Class A (ANCFX). 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 | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.55 | 1.16 | +0.39 |
Sortino ratioReturn per unit of downside risk | 2.13 | 1.75 | +0.38 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.25 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.61 | +0.10 |
Martin ratioReturn relative to average drawdown | 8.01 | 7.19 | +0.82 |
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
| AMECX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.55 | 1.16 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.70 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.73 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.61 | +0.10 |
Correlation
The correlation between AMECX and ANCFX is 0.85, 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. ANCFX - Dividend Comparison
AMECX's dividend yield for the trailing twelve months is around 9.86%, more than ANCFX's 9.11% 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% |
ANCFX American Funds Fundamental Investors Class A | 9.11% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
Drawdowns
AMECX vs. ANCFX - Drawdown Comparison
The maximum AMECX drawdown since its inception was -41.92%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for AMECX and ANCFX.
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Drawdown Indicators
| AMECX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.92% | -53.29% | +11.37% |
Max Drawdown (1Y)Largest decline over 1 year | -8.19% | -11.35% | +3.16% |
Max Drawdown (5Y)Largest decline over 5 years | -15.78% | -25.07% | +9.29% |
Max Drawdown (10Y)Largest decline over 10 years | -26.13% | -33.93% | +7.80% |
Current DrawdownCurrent decline from peak | -5.74% | -10.66% | +4.92% |
Average DrawdownAverage peak-to-trough decline | -4.46% | -7.34% | +2.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 2.54% | -0.80% |
Volatility
AMECX vs. ANCFX - Volatility Comparison
The current volatility for American Funds The Income Fund of America Class A (AMECX) is 2.94%, while American Funds Fundamental Investors Class A (ANCFX) has a volatility of 4.98%. This indicates that AMECX experiences smaller price fluctuations and is considered to be less risky than ANCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMECX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.94% | 4.98% | -2.04% |
Volatility (6M)Calculated over the trailing 6-month period | 5.49% | 10.64% | -5.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.48% | 17.94% | -8.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.44% | 16.67% | -7.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.66% | 17.65% | -6.99% |