AMECX vs. JEPIX
Compare and contrast key facts about American Funds The Income Fund of America Class A (AMECX) and JPMorgan Equity Premium Income Fund Class I (JEPIX).
AMECX is managed by American Funds. It was launched on Dec 1, 1973. JEPIX is managed by JPMorgan. It was launched on Aug 31, 2018.
Performance
AMECX vs. JEPIX - Performance Comparison
Loading graphics...
AMECX vs. JEPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
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% | -6.13% |
JEPIX JPMorgan Equity Premium Income Fund Class I | -2.35% | 7.82% | 12.43% | 9.68% | -3.81% | 19.36% | 6.02% | 16.44% | -9.93% |
Returns By Period
In the year-to-date period, AMECX achieves a 1.48% return, which is significantly higher than JEPIX's -2.35% 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%
JEPIX
- 1D
- 0.15%
- 1M
- -7.28%
- YTD
- -2.35%
- 6M
- 0.41%
- 1Y
- 4.98%
- 3Y*
- 8.50%
- 5Y*
- 7.58%
- 10Y*
- —
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. JEPIX - Expense Ratio Comparison
AMECX has a 0.56% expense ratio, which is lower than JEPIX's 0.63% expense ratio.
Return for Risk
AMECX vs. JEPIX — Risk / Return Rank
AMECX
JEPIX
AMECX vs. JEPIX - 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 JPMorgan Equity Premium Income Fund Class I (JEPIX). 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 | JEPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.55 | 0.48 | +1.07 |
Sortino ratioReturn per unit of downside risk | 2.13 | 0.78 | +1.35 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.12 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 0.49 | +1.22 |
Martin ratioReturn relative to average drawdown | 8.01 | 2.28 | +5.73 |
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 | JEPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.55 | 0.48 | +1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.67 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.47 | +0.25 |
Correlation
The correlation between AMECX and JEPIX is 0.80, 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. JEPIX - Dividend Comparison
AMECX's dividend yield for the trailing twelve months is around 9.86%, more than JEPIX's 7.69% 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% |
JEPIX JPMorgan Equity Premium Income Fund Class I | 7.69% | 8.12% | 7.20% | 8.42% | 12.24% | 6.15% | 11.59% | 3.91% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AMECX vs. JEPIX - Drawdown Comparison
The maximum AMECX drawdown since its inception was -41.92%, which is greater than JEPIX's maximum drawdown of -32.63%. Use the drawdown chart below to compare losses from any high point for AMECX and JEPIX.
Loading graphics...
Drawdown Indicators
| AMECX | JEPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.92% | -32.63% | -9.29% |
Max Drawdown (1Y)Largest decline over 1 year | -8.19% | -10.49% | +2.30% |
Max Drawdown (5Y)Largest decline over 5 years | -15.78% | -13.67% | -2.11% |
Max Drawdown (10Y)Largest decline over 10 years | -26.13% | — | — |
Current DrawdownCurrent decline from peak | -5.74% | -7.28% | +1.54% |
Average DrawdownAverage peak-to-trough decline | -4.46% | -3.19% | -1.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 2.24% | -0.50% |
Volatility
AMECX vs. JEPIX - Volatility Comparison
The current volatility for American Funds The Income Fund of America Class A (AMECX) is 2.94%, while JPMorgan Equity Premium Income Fund Class I (JEPIX) has a volatility of 3.47%. This indicates that AMECX experiences smaller price fluctuations and is considered to be less risky than JEPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AMECX | JEPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.94% | 3.47% | -0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 5.49% | 6.47% | -0.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.48% | 13.70% | -4.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.44% | 11.39% | -1.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.66% | 14.84% | -4.18% |