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 Jun 27, 2016.
Performance
AMECX vs. VTI - Performance Comparison
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AMECX vs. VTI - 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% |
VTI Vanguard Total Stock Market ETF | -4.01% | 17.10% | 23.81% | 26.05% | -19.52% | 25.68% | 21.08% | 30.67% | -5.23% | 21.21% |
Returns By Period
In the year-to-date period, AMECX achieves a 1.48% return, which is significantly higher than VTI's -4.01% return. Over the past 10 years, AMECX has underperformed VTI with an annualized return of 8.21%, while VTI has yielded a comparatively higher 13.60% 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%
VTI
- 1D
- 2.93%
- 1M
- -5.00%
- YTD
- -4.01%
- 6M
- -1.66%
- 1Y
- 18.11%
- 3Y*
- 17.84%
- 5Y*
- 10.46%
- 10Y*
- 13.60%
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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.
Return for Risk
AMECX vs. VTI — Risk / Return Rank
AMECX
VTI
AMECX vs. VTI - 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 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.
| AMECX | VTI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.55 | 0.96 | +0.59 |
Sortino ratioReturn per unit of downside risk | 2.13 | 1.48 | +0.64 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.23 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.52 | +0.18 |
Martin ratioReturn relative to average drawdown | 8.01 | 7.26 | +0.75 |
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 | VTI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.55 | 0.96 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.60 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.75 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.48 | +0.24 |
Correlation
The correlation between AMECX and VTI is 0.89, 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. VTI - Dividend Comparison
AMECX's dividend yield for the trailing twelve months is around 9.86%, more than VTI's 1.17% 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% |
VTI Vanguard Total Stock Market ETF | 1.17% | 1.12% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% |
Drawdowns
AMECX vs. VTI - Drawdown Comparison
The maximum AMECX drawdown since its inception was -41.92%, 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.
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Drawdown Indicators
| AMECX | VTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.92% | -55.45% | +13.53% |
Max Drawdown (1Y)Largest decline over 1 year | -8.19% | -12.30% | +4.11% |
Max Drawdown (5Y)Largest decline over 5 years | -15.78% | -25.36% | +9.58% |
Max Drawdown (10Y)Largest decline over 10 years | -26.13% | -35.00% | +8.87% |
Current DrawdownCurrent decline from peak | -5.74% | -6.25% | +0.51% |
Average DrawdownAverage peak-to-trough decline | -4.46% | -8.08% | +3.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 2.58% | -0.84% |
Volatility
AMECX vs. VTI - Volatility Comparison
The current volatility for American Funds The Income Fund of America Class A (AMECX) is 2.94%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 5.45%. 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.
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Volatility by Period
| AMECX | VTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.94% | 5.45% | -2.51% |
Volatility (6M)Calculated over the trailing 6-month period | 5.49% | 9.73% | -4.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.48% | 19.01% | -9.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.44% | 17.42% | -7.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.66% | 18.29% | -7.63% |