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AMECX vs. RSPFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AMECX vs. RSPFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds The Income Fund of America Class A (AMECX) and Victory RS Partners Fund (RSPFX). The values are adjusted to include any dividend payments, if applicable.

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AMECX vs. RSPFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AMECX
American Funds The Income Fund of America Class A
2.83%17.77%10.84%6.79%-6.40%17.37%4.49%18.50%-5.27%12.58%
RSPFX
Victory RS Partners Fund
4.84%2.50%14.86%15.80%-4.55%29.45%0.45%30.76%-12.30%14.24%

Returns By Period

In the year-to-date period, AMECX achieves a 2.83% return, which is significantly lower than RSPFX's 4.84% return. Over the past 10 years, AMECX has underperformed RSPFX with an annualized return of 8.35%, while RSPFX has yielded a comparatively higher 10.97% annualized return.


AMECX

1D
1.33%
1M
-4.18%
YTD
2.83%
6M
5.30%
1Y
15.39%
3Y*
12.45%
5Y*
8.08%
10Y*
8.35%

RSPFX

1D
1.93%
1M
-6.81%
YTD
4.84%
6M
6.81%
1Y
12.06%
3Y*
11.61%
5Y*
7.55%
10Y*
10.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AMECX vs. RSPFX - Expense Ratio Comparison

AMECX has a 0.56% expense ratio, which is lower than RSPFX's 1.45% expense ratio.


Return for Risk

AMECX vs. RSPFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AMECX
AMECX Risk / Return Rank: 8484
Overall Rank
AMECX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
AMECX Sortino Ratio Rank: 8585
Sortino Ratio Rank
AMECX Omega Ratio Rank: 8383
Omega Ratio Rank
AMECX Calmar Ratio Rank: 8080
Calmar Ratio Rank
AMECX Martin Ratio Rank: 8686
Martin Ratio Rank

RSPFX
RSPFX Risk / Return Rank: 2424
Overall Rank
RSPFX Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
RSPFX Sortino Ratio Rank: 2424
Sortino Ratio Rank
RSPFX Omega Ratio Rank: 2121
Omega Ratio Rank
RSPFX Calmar Ratio Rank: 3030
Calmar Ratio Rank
RSPFX Martin Ratio Rank: 2727
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AMECX vs. RSPFX - 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 Victory RS Partners Fund (RSPFX). 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.


AMECXRSPFXDifference

Sharpe ratio

Return per unit of total volatility

1.65

0.64

+1.02

Sortino ratio

Return per unit of downside risk

2.27

1.03

+1.24

Omega ratio

Gain probability vs. loss probability

1.34

1.14

+0.21

Calmar ratio

Return relative to maximum drawdown

1.97

0.96

+1.00

Martin ratio

Return relative to average drawdown

9.13

3.25

+5.88

AMECX vs. RSPFX - Sharpe Ratio Comparison

The current AMECX Sharpe Ratio is 1.65, which is higher than the RSPFX Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of AMECX and RSPFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AMECXRSPFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.65

0.64

+1.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.86

0.35

+0.51

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.79

0.50

+0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.72

0.55

+0.17

Correlation

The correlation between AMECX and RSPFX is 0.74, 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. RSPFX - Dividend Comparison

AMECX's dividend yield for the trailing twelve months is around 9.73%, more than RSPFX's 5.20% yield.


TTM20252024202320222021202020192018201720162015
AMECX
American Funds The Income Fund of America Class A
9.73%9.94%6.38%2.93%6.98%6.67%2.80%5.01%7.48%4.26%3.09%5.09%
RSPFX
Victory RS Partners Fund
5.20%5.45%5.79%5.66%8.92%16.56%1.52%9.92%24.51%23.61%5.62%3.18%

Drawdowns

AMECX vs. RSPFX - Drawdown Comparison

The maximum AMECX drawdown since its inception was -41.92%, smaller than the maximum RSPFX drawdown of -59.26%. Use the drawdown chart below to compare losses from any high point for AMECX and RSPFX.


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Drawdown Indicators


AMECXRSPFXDifference

Max Drawdown

Largest peak-to-trough decline

-41.92%

-59.26%

+17.34%

Max Drawdown (1Y)

Largest decline over 1 year

-8.19%

-13.08%

+4.89%

Max Drawdown (5Y)

Largest decline over 5 years

-15.78%

-26.89%

+11.11%

Max Drawdown (10Y)

Largest decline over 10 years

-26.13%

-42.91%

+16.78%

Current Drawdown

Current decline from peak

-4.48%

-7.98%

+3.50%

Average Drawdown

Average peak-to-trough decline

-4.46%

-10.73%

+6.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.77%

3.88%

-2.11%

Volatility

AMECX vs. RSPFX - Volatility Comparison

The current volatility for American Funds The Income Fund of America Class A (AMECX) is 3.35%, while Victory RS Partners Fund (RSPFX) has a volatility of 5.04%. This indicates that AMECX experiences smaller price fluctuations and is considered to be less risky than RSPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AMECXRSPFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.35%

5.04%

-1.69%

Volatility (6M)

Calculated over the trailing 6-month period

5.64%

11.13%

-5.49%

Volatility (1Y)

Calculated over the trailing 1-year period

9.54%

19.41%

-9.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.45%

21.68%

-12.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.67%

22.05%

-11.38%