AMEFX vs. EKBAX
Compare and contrast key facts about American Funds The Income Fund of America® Class F-2 (AMEFX) and Allspring Diversified Capital Builder Fund (EKBAX).
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. EKBAX is managed by Allspring Global Investments. It was launched on Jan 19, 1998.
Performance
AMEFX vs. EKBAX - Performance Comparison
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AMEFX vs. EKBAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% | -5.11% | 12.73% |
EKBAX Allspring Diversified Capital Builder Fund | 7.46% | 21.87% | 21.75% | 22.23% | -13.47% | 19.61% | 12.66% | 32.99% | -5.55% | 14.43% |
Returns By Period
In the year-to-date period, AMEFX achieves a 2.88% return, which is significantly lower than EKBAX's 7.46% return. Over the past 10 years, AMEFX has underperformed EKBAX with an annualized return of 8.55%, while EKBAX has yielded a comparatively higher 14.11% annualized 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%
EKBAX
- 1D
- 2.78%
- 1M
- -4.52%
- YTD
- 7.46%
- 6M
- 13.50%
- 1Y
- 39.99%
- 3Y*
- 22.93%
- 5Y*
- 14.35%
- 10Y*
- 14.11%
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AMEFX vs. EKBAX - Expense Ratio Comparison
AMEFX has a 0.37% expense ratio, which is lower than EKBAX's 1.10% expense ratio.
Return for Risk
AMEFX vs. EKBAX — Risk / Return Rank
AMEFX
EKBAX
AMEFX vs. EKBAX - 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 Allspring Diversified Capital Builder Fund (EKBAX). 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 | EKBAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.67 | 1.96 | -0.29 |
Sortino ratioReturn per unit of downside risk | 2.31 | 2.56 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.41 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.99 | 3.08 | -1.09 |
Martin ratioReturn relative to average drawdown | 9.26 | 15.01 | -5.75 |
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
| AMEFX | EKBAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.67 | 1.96 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.88 | 0.81 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.81 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.47 | +0.20 |
Correlation
The correlation between AMEFX and EKBAX is 0.83, 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. EKBAX - Dividend Comparison
AMEFX's dividend yield for the trailing twelve months is around 9.94%, more than EKBAX's 8.95% 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% |
EKBAX Allspring Diversified Capital Builder Fund | 8.95% | 9.61% | 5.28% | 6.16% | 12.50% | 6.89% | 2.03% | 9.49% | 7.14% | 6.20% | 10.05% | 11.47% |
Drawdowns
AMEFX vs. EKBAX - Drawdown Comparison
The maximum AMEFX drawdown since its inception was -37.22%, smaller than the maximum EKBAX drawdown of -55.64%. Use the drawdown chart below to compare losses from any high point for AMEFX and EKBAX.
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Drawdown Indicators
| AMEFX | EKBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.22% | -55.64% | +18.42% |
Max Drawdown (1Y)Largest decline over 1 year | -8.24% | -13.29% | +5.05% |
Max Drawdown (5Y)Largest decline over 5 years | -15.67% | -24.84% | +9.17% |
Max Drawdown (10Y)Largest decline over 10 years | -26.10% | -32.33% | +6.23% |
Current DrawdownCurrent decline from peak | -4.45% | -4.75% | +0.30% |
Average DrawdownAverage peak-to-trough decline | -3.85% | -8.03% | +4.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.77% | 2.72% | -0.95% |
Volatility
AMEFX vs. EKBAX - Volatility Comparison
The current volatility for American Funds The Income Fund of America® Class F-2 (AMEFX) is 3.33%, while Allspring Diversified Capital Builder Fund (EKBAX) has a volatility of 6.47%. This indicates that AMEFX experiences smaller price fluctuations and is considered to be less risky than EKBAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMEFX | EKBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 6.47% | -3.14% |
Volatility (6M)Calculated over the trailing 6-month period | 5.62% | 13.05% | -7.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.58% | 20.88% | -11.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.47% | 17.89% | -8.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.69% | 17.42% | -6.73% |