AMECX vs. BRMKX
AMECX (American Funds The Income Fund of America Class A) and BRMKX (iShares Russell Mid-Cap Index Fund) are both mutual funds - AMECX is a Diversified Portfolio fund managed by American Funds, while BRMKX is a Mid Cap Blend Equities fund managed by BlackRock. Over the past 10 years, AMECX returned 8.51%/yr vs 11.68%/yr for BRMKX. Their correlation of 0.87 suggests significant overlap in exposure. AMECX charges 0.56%/yr vs 0.06%/yr for BRMKX.
Performance
AMECX vs. BRMKX - Performance Comparison
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Returns By Period
In the year-to-date period, AMECX achieves a 6.34% return, which is significantly lower than BRMKX's 12.81% return. Over the past 10 years, AMECX has underperformed BRMKX with an annualized return of 8.51%, while BRMKX has yielded a comparatively higher 11.68% annualized return.
AMECX
- 1D
- 0.33%
- 1M
- 0.95%
- YTD
- 6.34%
- 6M
- 7.37%
- 1Y
- 15.78%
- 3Y*
- 13.76%
- 5Y*
- 7.77%
- 10Y*
- 8.51%
BRMKX
- 1D
- 0.69%
- 1M
- 4.12%
- YTD
- 12.81%
- 6M
- 12.55%
- 1Y
- 22.09%
- 3Y*
- 17.50%
- 5Y*
- 8.37%
- 10Y*
- 11.68%
AMECX vs. BRMKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMECX American Funds The Income Fund of America Class A | 6.34% | 17.77% | 10.84% | 6.79% | -6.40% | 17.37% | 4.49% | 18.50% | -5.27% | 12.58% |
BRMKX iShares Russell Mid-Cap Index Fund | 12.81% | 10.48% | 15.28% | 17.30% | -17.22% | 22.52% | 17.17% | 30.47% | -9.09% | 17.74% |
Correlation
The correlation between AMECX and BRMKX is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.79 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.84 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.86 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2016 | 0.87 |
The correlation between AMECX and BRMKX has been stable across timeframes, ranging from 0.79 to 0.87 - a consistent structural relationship.
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Return for Risk
AMECX vs. BRMKX — Risk / Return Rank
AMECX
BRMKX
AMECX vs. BRMKX - 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 iShares Russell Mid-Cap Index Fund (BRMKX). 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 | BRMKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.50 | ||
| Sortino ratioReturn per unit of downside risk | +0.65 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.30 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.62 | 2.87 | -0.25 |
| Martin ratioReturn relative to average drawdown | 9.88 | 11.07 | -1.20 |
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 | BRMKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.24 | 1.75 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.46 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.61 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.62 | +0.10 |
Drawdowns
AMECX vs. BRMKX - Drawdown Comparison
The maximum AMECX drawdown since its inception was -41.92%, roughly equal to the maximum BRMKX drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for AMECX and BRMKX.
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Drawdown Indicators
| AMECX | BRMKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.92% | -40.20% | -1.72% |
Max Drawdown (1Y)Largest decline over 1 year | -6.13% | -8.17% | +2.04% |
Max Drawdown (3Y)Largest decline over 3 years | -8.58% | -21.07% | +12.49% |
Max Drawdown (5Y)Largest decline over 5 years | -15.78% | -26.04% | +10.26% |
Max Drawdown (10Y)Largest decline over 10 years | -26.13% | -40.20% | +14.07% |
Current DrawdownCurrent decline from peak | -1.23% | 0.00% | -1.23% |
Average DrawdownAverage peak-to-trough decline | -4.45% | -5.65% | +1.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.62% | 2.11% | -0.49% |
Volatility
AMECX vs. BRMKX - Volatility Comparison
The current volatility for American Funds The Income Fund of America Class A (AMECX) is 2.06%, while iShares Russell Mid-Cap Index Fund (BRMKX) has a volatility of 3.31%. This indicates that AMECX experiences smaller price fluctuations and is considered to be less risky than BRMKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMECX | BRMKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.06% | 3.31% | -1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 5.63% | 9.93% | -4.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.17% | 13.42% | -6.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.45% | 18.24% | -8.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.68% | 19.32% | -8.64% |
AMECX vs. BRMKX - Expense Ratio Comparison
AMECX has a 0.56% expense ratio, which is higher than BRMKX's 0.06% expense ratio.
Dividends
AMECX vs. BRMKX - Dividend Comparison
AMECX's dividend yield for the trailing twelve months is around 9.41%, more than BRMKX's 5.28% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMECX American Funds The Income Fund of America Class A | 9.41% | 9.94% | 6.38% | 2.93% | 6.98% | 6.67% | 2.80% | 5.01% | 7.48% | 4.26% | 3.09% | 5.09% |
BRMKX iShares Russell Mid-Cap Index Fund | 5.28% | 5.92% | 6.43% | 3.02% | 3.67% | 4.07% | 2.86% | 3.95% | 3.87% | 19.24% | 2.11% | 0.00% |
Frequently Asked Questions
AMECX and BRMKX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRMKX has higher volatility (3.31%) compared to AMECX (2.06%). In terms of maximum drawdown, AMECX dropped -41.92% vs BRMKX's -40.20%.
AMECX currently has the higher Sharpe Ratio (2.24 vs 1.75), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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