AMECX vs. FRIAX
Compare and contrast key facts about American Funds The Income Fund of America Class A (AMECX) and Franklin Income Fund Advisor Class (FRIAX).
AMECX is managed by American Funds. It was launched on Dec 1, 1973. FRIAX is managed by Franklin Templeton. It was launched on Aug 28, 1997.
Performance
AMECX vs. FRIAX - Performance Comparison
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AMECX vs. FRIAX - 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% |
FRIAX Franklin Income Fund Advisor Class | 2.21% | 12.02% | 7.29% | 8.84% | -5.36% | 17.51% | 3.72% | 16.02% | -5.23% | 8.63% |
Returns By Period
In the year-to-date period, AMECX achieves a 1.48% return, which is significantly lower than FRIAX's 2.21% return. Over the past 10 years, AMECX has outperformed FRIAX with an annualized return of 8.21%, while FRIAX has yielded a comparatively lower 7.73% 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%
FRIAX
- 1D
- 0.40%
- 1M
- -2.67%
- YTD
- 2.21%
- 6M
- 4.79%
- 1Y
- 11.92%
- 3Y*
- 9.16%
- 5Y*
- 6.70%
- 10Y*
- 7.73%
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AMECX vs. FRIAX - Expense Ratio Comparison
AMECX has a 0.56% expense ratio, which is higher than FRIAX's 0.46% expense ratio.
Return for Risk
AMECX vs. FRIAX — Risk / Return Rank
AMECX
FRIAX
AMECX vs. FRIAX - 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 Franklin Income Fund Advisor Class (FRIAX). 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 | FRIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.55 | 1.65 | -0.10 |
Sortino ratioReturn per unit of downside risk | 2.13 | 2.39 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.40 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.87 | -0.16 |
Martin ratioReturn relative to average drawdown | 8.01 | 9.19 | -1.18 |
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 | FRIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.55 | 1.65 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.84 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.83 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.79 | -0.08 |
Correlation
The correlation between AMECX and FRIAX is 0.78, 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. FRIAX - Dividend Comparison
AMECX's dividend yield for the trailing twelve months is around 9.86%, more than FRIAX's 5.75% 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% |
FRIAX Franklin Income Fund Advisor Class | 5.75% | 5.75% | 5.74% | 5.67% | 5.24% | 6.70% | 5.37% | 5.25% | 5.80% | 5.20% | 4.92% | 5.93% |
Drawdowns
AMECX vs. FRIAX - Drawdown Comparison
The maximum AMECX drawdown since its inception was -41.92%, roughly equal to the maximum FRIAX drawdown of -43.23%. Use the drawdown chart below to compare losses from any high point for AMECX and FRIAX.
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Drawdown Indicators
| AMECX | FRIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.92% | -43.23% | +1.31% |
Max Drawdown (1Y)Largest decline over 1 year | -8.19% | -6.38% | -1.81% |
Max Drawdown (5Y)Largest decline over 5 years | -15.78% | -13.63% | -2.15% |
Max Drawdown (10Y)Largest decline over 10 years | -26.13% | -24.10% | -2.03% |
Current DrawdownCurrent decline from peak | -5.74% | -2.67% | -3.07% |
Average DrawdownAverage peak-to-trough decline | -4.46% | -3.94% | -0.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 1.30% | +0.44% |
Volatility
AMECX vs. FRIAX - Volatility Comparison
American Funds The Income Fund of America Class A (AMECX) has a higher volatility of 2.94% compared to Franklin Income Fund Advisor Class (FRIAX) at 2.10%. This indicates that AMECX's price experiences larger fluctuations and is considered to be riskier than FRIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMECX | FRIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.94% | 2.10% | +0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 5.49% | 3.83% | +1.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.48% | 7.55% | +1.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.44% | 8.03% | +1.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.66% | 9.34% | +1.32% |