AMEFX vs. RERGX
Compare and contrast key facts about American Funds The Income Fund of America® Class F-2 (AMEFX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
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. RERGX is managed by American Funds.
Performance
AMEFX vs. RERGX - Performance Comparison
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AMEFX vs. RERGX - 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -5.45% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
Returns By Period
In the year-to-date period, AMEFX achieves a 1.49% return, which is significantly higher than RERGX's -5.45% return. Over the past 10 years, AMEFX has outperformed RERGX with an annualized return of 8.40%, while RERGX has yielded a comparatively lower 7.68% 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%
RERGX
- 1D
- -0.16%
- 1M
- -12.20%
- YTD
- -5.45%
- 6M
- -0.97%
- 1Y
- 19.17%
- 3Y*
- 10.00%
- 5Y*
- 3.13%
- 10Y*
- 7.68%
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AMEFX vs. RERGX - Expense Ratio Comparison
AMEFX has a 0.37% expense ratio, which is lower than RERGX's 0.46% expense ratio.
Return for Risk
AMEFX vs. RERGX — Risk / Return Rank
AMEFX
RERGX
AMEFX vs. RERGX - 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 American Funds EuroPacific Growth Fund Class R-6 (RERGX). 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 | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.57 | 1.10 | +0.46 |
Sortino ratioReturn per unit of downside risk | 2.15 | 1.52 | +0.63 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.22 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.27 | +0.45 |
Martin ratioReturn relative to average drawdown | 8.12 | 4.87 | +3.25 |
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 | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.57 | 1.10 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 0.19 | +0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.46 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.37 | +0.29 |
Correlation
The correlation between AMEFX and RERGX is 0.82, 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. RERGX - Dividend Comparison
AMEFX's dividend yield for the trailing twelve months is around 10.08%, less than RERGX's 14.76% 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.76% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
AMEFX vs. RERGX - Drawdown Comparison
The maximum AMEFX drawdown since its inception was -37.22%, roughly equal to the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for AMEFX and RERGX.
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Drawdown Indicators
| AMEFX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.22% | -37.30% | +0.08% |
Max Drawdown (1Y)Largest decline over 1 year | -8.24% | -12.52% | +4.28% |
Max Drawdown (5Y)Largest decline over 5 years | -15.67% | -37.30% | +21.63% |
Max Drawdown (10Y)Largest decline over 10 years | -26.10% | -37.30% | +11.20% |
Current DrawdownCurrent decline from peak | -5.74% | -12.52% | +6.78% |
Average DrawdownAverage peak-to-trough decline | -3.85% | -9.28% | +5.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 3.25% | -1.51% |
Volatility
AMEFX vs. RERGX - Volatility Comparison
The current volatility for American Funds The Income Fund of America® Class F-2 (AMEFX) is 2.90%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 6.59%. This indicates that AMEFX experiences smaller price fluctuations and is considered to be less risky than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMEFX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.90% | 6.59% | -3.69% |
Volatility (6M)Calculated over the trailing 6-month period | 5.46% | 11.23% | -5.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.51% | 16.21% | -6.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.45% | 16.43% | -6.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.68% | 16.78% | -6.10% |