AMECX vs. RERGX
Compare and contrast key facts about American Funds The Income Fund of America Class A (AMECX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
AMECX is managed by American Funds. It was launched on Dec 1, 1973. RERGX is managed by American Funds.
Performance
AMECX vs. RERGX - Performance Comparison
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AMECX vs. RERGX - 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -5.45% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
Returns By Period
In the year-to-date period, AMECX achieves a 1.48% return, which is significantly higher than RERGX's -5.45% return. Over the past 10 years, AMECX has outperformed RERGX with an annualized return of 8.21%, while RERGX has yielded a comparatively lower 7.68% 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%
RERGX
- 1D
- -0.16%
- 1M
- -12.20%
- YTD
- -5.45%
- 6M
- -0.97%
- 1Y
- 19.17%
- 3Y*
- 10.00%
- 5Y*
- 3.13%
- 10Y*
- 7.68%
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AMECX vs. RERGX - Expense Ratio Comparison
AMECX has a 0.56% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Return for Risk
AMECX vs. RERGX — Risk / Return Rank
AMECX
RERGX
AMECX vs. RERGX - 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 EuroPacific Growth Fund Class R-6 (RERGX). 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 | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.55 | 1.10 | +0.45 |
Sortino ratioReturn per unit of downside risk | 2.13 | 1.52 | +0.61 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.22 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.27 | +0.44 |
Martin ratioReturn relative to average drawdown | 8.01 | 4.87 | +3.14 |
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 | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.55 | 1.10 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.19 | +0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.46 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.37 | +0.35 |
Correlation
The correlation between AMECX and RERGX is 0.82, 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. RERGX - Dividend Comparison
AMECX's dividend yield for the trailing twelve months is around 9.86%, less than RERGX's 14.76% 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.76% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
AMECX vs. RERGX - Drawdown Comparison
The maximum AMECX drawdown since its inception was -41.92%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for AMECX and RERGX.
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Drawdown Indicators
| AMECX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.92% | -37.30% | -4.62% |
Max Drawdown (1Y)Largest decline over 1 year | -8.19% | -12.52% | +4.33% |
Max Drawdown (5Y)Largest decline over 5 years | -15.78% | -37.30% | +21.52% |
Max Drawdown (10Y)Largest decline over 10 years | -26.13% | -37.30% | +11.17% |
Current DrawdownCurrent decline from peak | -5.74% | -12.52% | +6.78% |
Average DrawdownAverage peak-to-trough decline | -4.46% | -9.28% | +4.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 3.25% | -1.51% |
Volatility
AMECX vs. RERGX - Volatility Comparison
The current volatility for American Funds The Income Fund of America Class A (AMECX) is 2.94%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 6.59%. This indicates that AMECX experiences smaller price fluctuations and is considered to be less risky than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMECX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.94% | 6.59% | -3.65% |
Volatility (6M)Calculated over the trailing 6-month period | 5.49% | 11.23% | -5.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.48% | 16.21% | -6.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.44% | 16.43% | -6.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.66% | 16.78% | -6.12% |