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 Chase. It was launched on Aug 31, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMECX or JEPIX.
Performance
AMECX vs. JEPIX - Performance Comparison
Returns By Period
In the year-to-date period, AMECX achieves a 12.43% return, which is significantly lower than JEPIX's 14.81% return.
AMECX
12.43%
-0.81%
7.50%
19.29%
7.42%
6.75%
JEPIX
14.81%
0.28%
7.68%
17.52%
9.68%
N/A
Key characteristics
| AMECX | JEPIX | |
|---|---|---|
| Sharpe Ratio | 2.61 | 2.44 |
| Sortino Ratio | 3.62 | 3.52 |
| Omega Ratio | 1.49 | 1.49 |
| Calmar Ratio | 3.30 | 4.49 |
| Martin Ratio | 17.00 | 16.33 |
| Ulcer Index | 1.13% | 1.07% |
| Daily Std Dev | 7.35% | 7.16% |
| Max Drawdown | -44.46% | -32.63% |
| Current Drawdown | -1.53% | -1.27% |
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AMECX vs. JEPIX - Expense Ratio Comparison
AMECX has a 0.56% expense ratio, which is lower than JEPIX's 0.63% expense ratio.
Correlation
The correlation between AMECX and JEPIX is 0.76, 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.
Risk-Adjusted Performance
AMECX vs. JEPIX - Risk-Adjusted Performance 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.
Dividends
AMECX vs. JEPIX - Dividend Comparison
AMECX's dividend yield for the trailing twelve months is around 3.32%, less than JEPIX's 6.97% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMECX American Funds The Income Fund of America Class A | 3.32% | 3.66% | 3.38% | 2.86% | 3.19% | 3.20% | 3.35% | 2.82% | 3.09% | 3.26% | 3.64% | 3.17% |
JEPIX JPMorgan Equity Premium Income Fund Class I | 6.97% | 8.43% | 12.24% | 7.58% | 11.59% | 7.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AMECX vs. JEPIX - Drawdown Comparison
The maximum AMECX drawdown since its inception was -44.46%, 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. For additional features, visit the drawdowns tool.
Volatility
AMECX vs. JEPIX - Volatility Comparison
American Funds The Income Fund of America Class A (AMECX) and JPMorgan Equity Premium Income Fund Class I (JEPIX) have volatilities of 1.93% and 2.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.