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AMECX vs. VTI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AMECX and VTI is 0.88, 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.


-0.50.00.51.0
Correlation: 0.9

Performance

AMECX vs. VTI - 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 Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

400.00%500.00%600.00%700.00%NovemberDecember2025FebruaryMarchApril
434.83%
622.23%
AMECX
VTI

Key characteristics

Sharpe Ratio

AMECX:

1.21

VTI:

0.47

Sortino Ratio

AMECX:

1.64

VTI:

0.80

Omega Ratio

AMECX:

1.25

VTI:

1.12

Calmar Ratio

AMECX:

1.45

VTI:

0.49

Martin Ratio

AMECX:

7.17

VTI:

1.99

Ulcer Index

AMECX:

1.73%

VTI:

4.76%

Daily Std Dev

AMECX:

10.27%

VTI:

20.05%

Max Drawdown

AMECX:

-44.40%

VTI:

-55.45%

Current Drawdown

AMECX:

-1.95%

VTI:

-10.40%

Returns By Period

In the year-to-date period, AMECX achieves a 3.59% return, which is significantly higher than VTI's -6.29% return. Over the past 10 years, AMECX has underperformed VTI with an annualized return of 6.70%, while VTI has yielded a comparatively higher 11.38% annualized return.


AMECX

YTD

3.59%

1M

-1.33%

6M

1.90%

1Y

12.66%

5Y*

10.13%

10Y*

6.70%

VTI

YTD

-6.29%

1M

-3.40%

6M

-4.58%

1Y

9.95%

5Y*

15.58%

10Y*

11.38%

*Annualized

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AMECX vs. VTI - Expense Ratio Comparison

AMECX has a 0.56% expense ratio, which is higher than VTI's 0.03% expense ratio.


Expense ratio chart for AMECX: current value is 0.56%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
AMECX: 0.56%
Expense ratio chart for VTI: current value is 0.03%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VTI: 0.03%

Risk-Adjusted Performance

AMECX vs. VTI — Risk-Adjusted Performance Rank

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

AMECX
The Risk-Adjusted Performance Rank of AMECX is 8585
Overall Rank
The Sharpe Ratio Rank of AMECX is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of AMECX is 8080
Sortino Ratio Rank
The Omega Ratio Rank of AMECX is 8484
Omega Ratio Rank
The Calmar Ratio Rank of AMECX is 9090
Calmar Ratio Rank
The Martin Ratio Rank of AMECX is 9090
Martin Ratio Rank

VTI
The Risk-Adjusted Performance Rank of VTI is 5757
Overall Rank
The Sharpe Ratio Rank of VTI is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of VTI is 5555
Sortino Ratio Rank
The Omega Ratio Rank of VTI is 5757
Omega Ratio Rank
The Calmar Ratio Rank of VTI is 5959
Calmar Ratio Rank
The Martin Ratio Rank of VTI is 5858
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AMECX vs. VTI - 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 Vanguard Total Stock Market ETF (VTI). 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.


The chart of Sharpe ratio for AMECX, currently valued at 1.21, compared to the broader market-1.000.001.002.003.00
AMECX: 1.21
VTI: 0.47
The chart of Sortino ratio for AMECX, currently valued at 1.64, compared to the broader market-2.000.002.004.006.008.00
AMECX: 1.64
VTI: 0.80
The chart of Omega ratio for AMECX, currently valued at 1.25, compared to the broader market0.501.001.502.002.503.00
AMECX: 1.25
VTI: 1.12
The chart of Calmar ratio for AMECX, currently valued at 1.45, compared to the broader market0.002.004.006.008.0010.00
AMECX: 1.45
VTI: 0.49
The chart of Martin ratio for AMECX, currently valued at 7.17, compared to the broader market0.0010.0020.0030.0040.0050.00
AMECX: 7.17
VTI: 1.99

The current AMECX Sharpe Ratio is 1.21, which is higher than the VTI Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of AMECX and VTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
1.21
0.47
AMECX
VTI

Dividends

AMECX vs. VTI - Dividend Comparison

AMECX's dividend yield for the trailing twelve months is around 6.20%, more than VTI's 1.39% yield.


TTM20242023202220212020201920182017201620152014
AMECX
American Funds The Income Fund of America Class A
6.20%6.38%3.66%6.98%6.67%2.80%5.37%7.63%4.97%3.09%5.09%3.66%
VTI
Vanguard Total Stock Market ETF
1.39%1.27%1.44%1.67%1.21%1.42%1.78%2.04%1.71%1.92%1.98%1.76%

Drawdowns

AMECX vs. VTI - Drawdown Comparison

The maximum AMECX drawdown since its inception was -44.40%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for AMECX and VTI. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-1.95%
-10.40%
AMECX
VTI

Volatility

AMECX vs. VTI - Volatility Comparison

The current volatility for American Funds The Income Fund of America Class A (AMECX) is 7.20%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 14.83%. This indicates that AMECX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
7.20%
14.83%
AMECX
VTI