AMEFX vs. BWBIX
Compare and contrast key facts about American Funds The Income Fund of America® Class F-2 (AMEFX) and Baron WealthBuilder Fund (BWBIX).
AMEFX is a passively managed fund by American Funds that tracks the performance of the 65%/35% S&P 500 Index/Bloomberg U.S. Aggregate Index. It was launched on Dec 1, 1973. BWBIX is managed by Baron Capital Group, Inc.. It was launched on Dec 28, 2017.
Performance
AMEFX vs. BWBIX - Performance Comparison
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AMEFX vs. BWBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
AMEFX American Funds The Income Fund of America® Class F-2 | 2.88% | 18.03% | 11.08% | 6.92% | -6.22% | 17.63% | 4.67% | 18.74% | -4.64% |
BWBIX Baron WealthBuilder Fund | -7.42% | 10.23% | 19.62% | 25.77% | -32.58% | 14.76% | 62.85% | 36.41% | -12.02% |
Returns By Period
In the year-to-date period, AMEFX achieves a 2.88% return, which is significantly higher than BWBIX's -7.42% return.
AMEFX
- 1D
- 1.37%
- 1M
- -4.14%
- YTD
- 2.88%
- 6M
- 5.41%
- 1Y
- 15.64%
- 3Y*
- 12.66%
- 5Y*
- 8.29%
- 10Y*
- 8.55%
BWBIX
- 1D
- 2.71%
- 1M
- -6.25%
- YTD
- -7.42%
- 6M
- -2.93%
- 1Y
- 10.39%
- 3Y*
- 11.62%
- 5Y*
- 2.90%
- 10Y*
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AMEFX vs. BWBIX - Expense Ratio Comparison
AMEFX has a 0.37% expense ratio, which is higher than BWBIX's 0.05% expense ratio.
Return for Risk
AMEFX vs. BWBIX — Risk / Return Rank
AMEFX
BWBIX
AMEFX vs. BWBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Income Fund of America® Class F-2 (AMEFX) and Baron WealthBuilder Fund (BWBIX). 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.
| AMEFX | BWBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.67 | 0.54 | +1.13 |
Sortino ratioReturn per unit of downside risk | 2.31 | 0.95 | +1.36 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.13 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.99 | 0.86 | +1.13 |
Martin ratioReturn relative to average drawdown | 9.26 | 3.22 | +6.05 |
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
| AMEFX | BWBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.67 | 0.54 | +1.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.88 | 0.14 | +0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.49 | +0.18 |
Correlation
The correlation between AMEFX and BWBIX 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
AMEFX vs. BWBIX - Dividend Comparison
AMEFX's dividend yield for the trailing twelve months is around 9.94%, more than BWBIX's 8.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMEFX American Funds The Income Fund of America® Class F-2 | 9.94% | 10.16% | 6.60% | 3.09% | 7.21% | 6.87% | 3.00% | 5.19% | 7.67% | 4.38% | 3.27% | 5.27% |
BWBIX Baron WealthBuilder Fund | 8.22% | 7.61% | 0.77% | 0.06% | 3.21% | 3.75% | 1.24% | 3.51% | 0.14% | 0.00% | 0.00% | 0.00% |
Drawdowns
AMEFX vs. BWBIX - Drawdown Comparison
The maximum AMEFX drawdown since its inception was -37.22%, roughly equal to the maximum BWBIX drawdown of -39.14%. Use the drawdown chart below to compare losses from any high point for AMEFX and BWBIX.
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Drawdown Indicators
| AMEFX | BWBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.22% | -39.14% | +1.92% |
Max Drawdown (1Y)Largest decline over 1 year | -8.24% | -12.76% | +4.52% |
Max Drawdown (5Y)Largest decline over 5 years | -15.67% | -39.14% | +23.47% |
Max Drawdown (10Y)Largest decline over 10 years | -26.10% | — | — |
Current DrawdownCurrent decline from peak | -4.45% | -9.26% | +4.81% |
Average DrawdownAverage peak-to-trough decline | -3.85% | -11.88% | +8.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.77% | 3.41% | -1.64% |
Volatility
AMEFX vs. BWBIX - Volatility Comparison
The current volatility for American Funds The Income Fund of America® Class F-2 (AMEFX) is 3.33%, while Baron WealthBuilder Fund (BWBIX) has a volatility of 5.39%. This indicates that AMEFX experiences smaller price fluctuations and is considered to be less risky than BWBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMEFX | BWBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 5.39% | -2.06% |
Volatility (6M)Calculated over the trailing 6-month period | 5.62% | 11.38% | -5.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.58% | 19.94% | -10.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.47% | 21.19% | -11.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.69% | 23.31% | -12.62% |