AMECX vs. VTI
Compare and contrast key facts about American Funds The Income Fund of America Class A (AMECX) and Vanguard Total Stock Market ETF (VTI).
AMECX is managed by American Funds. It was launched on Dec 1, 1973. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMECX or VTI.
Performance
AMECX vs. VTI - Performance Comparison
Returns By Period
In the year-to-date period, AMECX achieves a 13.17% return, which is significantly lower than VTI's 25.64% return. Over the past 10 years, AMECX has underperformed VTI with an annualized return of 6.81%, while VTI has yielded a comparatively higher 12.67% annualized return.
AMECX
13.17%
-0.27%
9.15%
19.92%
7.56%
6.81%
VTI
25.64%
2.57%
14.24%
32.95%
15.11%
12.67%
Key characteristics
| AMECX | VTI | |
|---|---|---|
| Sharpe Ratio | 2.72 | 2.68 |
| Sortino Ratio | 3.77 | 3.57 |
| Omega Ratio | 1.51 | 1.49 |
| Calmar Ratio | 3.53 | 3.91 |
| Martin Ratio | 17.77 | 17.13 |
| Ulcer Index | 1.13% | 1.96% |
| Daily Std Dev | 7.38% | 12.51% |
| Max Drawdown | -44.46% | -55.45% |
| Current Drawdown | -0.88% | -0.84% |
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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.
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.
Risk-Adjusted Performance
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.
Dividends
AMECX vs. VTI - Dividend Comparison
AMECX's dividend yield for the trailing twelve months is around 3.30%, more than VTI's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMECX American Funds The Income Fund of America Class A | 3.30% | 3.66% | 3.38% | 2.86% | 3.19% | 3.20% | 3.35% | 2.82% | 3.09% | 3.26% | 3.64% | 3.17% |
VTI Vanguard Total Stock Market ETF | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
AMECX vs. VTI - Drawdown Comparison
The maximum AMECX drawdown since its inception was -44.46%, 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.
Volatility
AMECX vs. VTI - Volatility Comparison
The current volatility for American Funds The Income Fund of America Class A (AMECX) is 2.03%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.19%. 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.