AMECX vs. SCLAX
Compare and contrast key facts about American Funds The Income Fund of America Class A (AMECX) and SEI Institutional Managed Trust Multi-Asset Capital Stability Fund (SCLAX).
AMECX is managed by American Funds. It was launched on Dec 1, 1973. SCLAX is managed by BlackRock. It was launched on Apr 8, 2012.
Performance
AMECX vs. SCLAX - Performance Comparison
Loading graphics...
AMECX vs. SCLAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
SCLAX SEI Institutional Managed Trust Multi-Asset Capital Stability Fund | -0.20% | 6.49% | 4.92% | 6.96% | -3.74% | 1.72% | 3.30% | 7.91% | -0.67% | 3.88% |
Returns By Period
In the year-to-date period, AMECX achieves a 2.83% return, which is significantly higher than SCLAX's -0.20% return. Over the past 10 years, AMECX has outperformed SCLAX with an annualized return of 8.35%, while SCLAX has yielded a comparatively lower 3.00% 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%
SCLAX
- 1D
- 0.40%
- 1M
- -1.55%
- YTD
- -0.20%
- 6M
- 0.79%
- 1Y
- 4.99%
- 3Y*
- 5.44%
- 5Y*
- 3.07%
- 10Y*
- 3.00%
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. SCLAX - Expense Ratio Comparison
AMECX has a 0.56% expense ratio, which is lower than SCLAX's 0.62% expense ratio.
Return for Risk
AMECX vs. SCLAX — Risk / Return Rank
AMECX
SCLAX
AMECX vs. SCLAX - 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 SEI Institutional Managed Trust Multi-Asset Capital Stability Fund (SCLAX). 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 | SCLAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.65 | 1.96 | -0.31 |
Sortino ratioReturn per unit of downside risk | 2.27 | 2.75 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.39 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.97 | 2.24 | -0.27 |
Martin ratioReturn relative to average drawdown | 9.13 | 9.02 | +0.11 |
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 | SCLAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | 1.96 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 1.01 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 1.10 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.96 | -0.24 |
Correlation
The correlation between AMECX and SCLAX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AMECX vs. SCLAX - Dividend Comparison
AMECX's dividend yield for the trailing twelve months is around 9.73%, more than SCLAX's 1.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SCLAX SEI Institutional Managed Trust Multi-Asset Capital Stability Fund | 1.88% | 1.88% | 7.87% | 4.06% | 1.90% | 2.79% | 1.01% | 4.67% | 0.54% | 3.77% | 0.69% | 1.18% |
Drawdowns
AMECX vs. SCLAX - Drawdown Comparison
The maximum AMECX drawdown since its inception was -41.92%, which is greater than SCLAX's maximum drawdown of -5.59%. Use the drawdown chart below to compare losses from any high point for AMECX and SCLAX.
Loading graphics...
Drawdown Indicators
| AMECX | SCLAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.92% | -5.59% | -36.33% |
Max Drawdown (1Y)Largest decline over 1 year | -8.19% | -2.32% | -5.87% |
Max Drawdown (5Y)Largest decline over 5 years | -15.78% | -5.59% | -10.19% |
Max Drawdown (10Y)Largest decline over 10 years | -26.13% | -5.59% | -20.54% |
Current DrawdownCurrent decline from peak | -4.48% | -1.84% | -2.64% |
Average DrawdownAverage peak-to-trough decline | -4.46% | -1.15% | -3.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.77% | 0.58% | +1.19% |
Volatility
AMECX vs. SCLAX - Volatility Comparison
American Funds The Income Fund of America Class A (AMECX) has a higher volatility of 3.35% compared to SEI Institutional Managed Trust Multi-Asset Capital Stability Fund (SCLAX) at 1.19%. This indicates that AMECX's price experiences larger fluctuations and is considered to be riskier than SCLAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AMECX | SCLAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.35% | 1.19% | +2.16% |
Volatility (6M)Calculated over the trailing 6-month period | 5.64% | 2.01% | +3.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.54% | 2.66% | +6.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.45% | 3.07% | +6.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.67% | 2.75% | +7.92% |