AMECX vs. AWSHX
Compare and contrast key facts about American Funds The Income Fund of America Class A (AMECX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
AMECX is managed by American Funds. It was launched on Dec 1, 1973. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
AMECX vs. AWSHX - Performance Comparison
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AMECX vs. AWSHX - 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% |
AWSHX American Funds Washington Mutual Investors Fund Class A | -5.27% | 17.20% | 19.02% | 17.21% | -8.45% | 28.44% | 7.69% | 24.86% | -6.16% | 20.03% |
Returns By Period
In the year-to-date period, AMECX achieves a 1.48% return, which is significantly higher than AWSHX's -5.27% return. Over the past 10 years, AMECX has underperformed AWSHX with an annualized return of 8.21%, while AWSHX has yielded a comparatively higher 11.82% 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%
AWSHX
- 1D
- -0.03%
- 1M
- -7.89%
- YTD
- -5.27%
- 6M
- -3.14%
- 1Y
- 10.70%
- 3Y*
- 15.28%
- 5Y*
- 10.91%
- 10Y*
- 11.82%
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AMECX vs. AWSHX - Expense Ratio Comparison
AMECX has a 0.56% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Return for Risk
AMECX vs. AWSHX — Risk / Return Rank
AMECX
AWSHX
AMECX vs. AWSHX - 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 Washington Mutual Investors Fund Class A (AWSHX). 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 | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.55 | 0.76 | +0.79 |
Sortino ratioReturn per unit of downside risk | 2.13 | 1.19 | +0.93 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.17 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 0.96 | +0.74 |
Martin ratioReturn relative to average drawdown | 8.01 | 4.37 | +3.65 |
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 | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.55 | 0.76 | +0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.78 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.73 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.62 | +0.10 |
Correlation
The correlation between AMECX and AWSHX is 0.89, 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. AWSHX - Dividend Comparison
AMECX's dividend yield for the trailing twelve months is around 9.86%, less than AWSHX's 10.67% 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% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 10.67% | 10.08% | 10.06% | 6.14% | 6.31% | 6.05% | 3.06% | 6.19% | 4.36% | 7.26% | 6.37% | 6.25% |
Drawdowns
AMECX vs. AWSHX - Drawdown Comparison
The maximum AMECX drawdown since its inception was -41.92%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for AMECX and AWSHX.
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Drawdown Indicators
| AMECX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.92% | -53.95% | +12.03% |
Max Drawdown (1Y)Largest decline over 1 year | -8.19% | -10.37% | +2.18% |
Max Drawdown (5Y)Largest decline over 5 years | -15.78% | -18.64% | +2.86% |
Max Drawdown (10Y)Largest decline over 10 years | -26.13% | -34.65% | +8.52% |
Current DrawdownCurrent decline from peak | -5.74% | -8.37% | +2.63% |
Average DrawdownAverage peak-to-trough decline | -4.46% | -6.43% | +1.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 2.29% | -0.55% |
Volatility
AMECX vs. AWSHX - Volatility Comparison
The current volatility for American Funds The Income Fund of America Class A (AMECX) is 2.94%, while American Funds Washington Mutual Investors Fund Class A (AWSHX) has a volatility of 3.58%. This indicates that AMECX experiences smaller price fluctuations and is considered to be less risky than AWSHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMECX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.94% | 3.58% | -0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 5.49% | 7.98% | -2.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.48% | 15.18% | -5.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.44% | 14.09% | -4.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.66% | 16.31% | -5.65% |