AMEFX vs. PUDZX
Compare and contrast key facts about American Funds The Income Fund of America® Class F-2 (AMEFX) and PGIM Real Assets Fund (PUDZX).
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. PUDZX is managed by PGIM. It was launched on Dec 29, 2010.
Performance
AMEFX vs. PUDZX - Performance Comparison
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AMEFX vs. PUDZX - 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 | 1.49% | 18.03% | 11.08% | 6.92% | -6.22% | 17.63% | 4.67% | 18.74% | -5.11% | 12.73% |
PUDZX PGIM Real Assets Fund | 9.23% | 13.40% | 8.61% | 3.26% | -2.76% | 18.49% | 4.84% | 16.29% | -9.20% | 6.22% |
Returns By Period
In the year-to-date period, AMEFX achieves a 1.49% return, which is significantly lower than PUDZX's 9.23% return. Over the past 10 years, AMEFX has outperformed PUDZX with an annualized return of 8.40%, while PUDZX has yielded a comparatively lower 6.92% annualized return.
AMEFX
- 1D
- 0.19%
- 1M
- -5.74%
- YTD
- 1.49%
- 6M
- 4.29%
- 1Y
- 14.39%
- 3Y*
- 12.15%
- 5Y*
- 8.14%
- 10Y*
- 8.40%
PUDZX
- 1D
- 0.29%
- 1M
- -1.98%
- YTD
- 9.23%
- 6M
- 11.45%
- 1Y
- 18.68%
- 3Y*
- 11.54%
- 5Y*
- 9.22%
- 10Y*
- 6.92%
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AMEFX vs. PUDZX - Expense Ratio Comparison
AMEFX has a 0.37% expense ratio, which is higher than PUDZX's 0.25% expense ratio.
Return for Risk
AMEFX vs. PUDZX — Risk / Return Rank
AMEFX
PUDZX
AMEFX vs. PUDZX - 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 PGIM Real Assets Fund (PUDZX). 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 | PUDZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.57 | 1.98 | -0.41 |
Sortino ratioReturn per unit of downside risk | 2.15 | 2.57 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.40 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 2.35 | -0.63 |
Martin ratioReturn relative to average drawdown | 8.12 | 13.15 | -5.03 |
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 | PUDZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.57 | 1.98 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 0.88 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.72 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.52 | +0.14 |
Correlation
The correlation between AMEFX and PUDZX is 0.73, 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. PUDZX - Dividend Comparison
AMEFX's dividend yield for the trailing twelve months is around 10.08%, more than PUDZX's 8.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMEFX American Funds The Income Fund of America® Class F-2 | 10.08% | 10.16% | 6.60% | 3.09% | 7.21% | 6.87% | 3.00% | 5.19% | 7.67% | 4.38% | 3.27% | 5.27% |
PUDZX PGIM Real Assets Fund | 8.17% | 8.93% | 6.67% | 3.66% | 9.10% | 13.00% | 4.94% | 3.40% | 2.14% | 2.10% | 1.39% | 1.72% |
Drawdowns
AMEFX vs. PUDZX - Drawdown Comparison
The maximum AMEFX drawdown since its inception was -37.22%, which is greater than PUDZX's maximum drawdown of -21.53%. Use the drawdown chart below to compare losses from any high point for AMEFX and PUDZX.
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Drawdown Indicators
| AMEFX | PUDZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.22% | -21.53% | -15.69% |
Max Drawdown (1Y)Largest decline over 1 year | -8.24% | -8.20% | -0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -15.67% | -17.98% | +2.31% |
Max Drawdown (10Y)Largest decline over 10 years | -26.10% | -21.53% | -4.57% |
Current DrawdownCurrent decline from peak | -5.74% | -2.44% | -3.30% |
Average DrawdownAverage peak-to-trough decline | -3.85% | -5.31% | +1.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 1.47% | +0.27% |
Volatility
AMEFX vs. PUDZX - Volatility Comparison
American Funds The Income Fund of America® Class F-2 (AMEFX) has a higher volatility of 2.90% compared to PGIM Real Assets Fund (PUDZX) at 2.60%. This indicates that AMEFX's price experiences larger fluctuations and is considered to be riskier than PUDZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMEFX | PUDZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.90% | 2.60% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 5.46% | 6.24% | -0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.51% | 9.70% | -0.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.45% | 10.58% | -1.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.68% | 9.70% | +0.98% |