AMEFX vs. RGAGX
Compare and contrast key facts about American Funds The Income Fund of America® Class F-2 (AMEFX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
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. RGAGX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
AMEFX vs. RGAGX - Performance Comparison
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AMEFX vs. RGAGX - 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% |
RGAGX American Funds The Growth Fund of America Class R-6 | -7.99% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Returns By Period
In the year-to-date period, AMEFX achieves a 2.88% return, which is significantly higher than RGAGX's -7.99% return. Over the past 10 years, AMEFX has underperformed RGAGX with an annualized return of 8.55%, while RGAGX has yielded a comparatively higher 14.74% 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%
RGAGX
- 1D
- 3.55%
- 1M
- -6.32%
- YTD
- -7.99%
- 6M
- -7.03%
- 1Y
- 17.19%
- 3Y*
- 20.63%
- 5Y*
- 9.29%
- 10Y*
- 14.74%
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AMEFX vs. RGAGX - Expense Ratio Comparison
AMEFX has a 0.37% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Return for Risk
AMEFX vs. RGAGX — Risk / Return Rank
AMEFX
RGAGX
AMEFX vs. RGAGX - 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 The Growth Fund of America Class R-6 (RGAGX). 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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.67 | 0.86 | +0.81 |
Sortino ratioReturn per unit of downside risk | 2.31 | 1.37 | +0.94 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.20 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.99 | 1.29 | +0.69 |
Martin ratioReturn relative to average drawdown | 9.26 | 4.90 | +4.36 |
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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.67 | 0.86 | +0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.88 | 0.46 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.75 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.80 | -0.13 |
Correlation
The correlation between AMEFX and RGAGX 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. RGAGX - Dividend Comparison
AMEFX's dividend yield for the trailing twelve months is around 9.94%, less than RGAGX's 11.95% 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% |
RGAGX American Funds The Growth Fund of America Class R-6 | 11.95% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Drawdowns
AMEFX vs. RGAGX - Drawdown Comparison
The maximum AMEFX drawdown since its inception was -37.22%, roughly equal to the maximum RGAGX drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for AMEFX and RGAGX.
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Drawdown Indicators
| AMEFX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.22% | -36.19% | -1.03% |
Max Drawdown (1Y)Largest decline over 1 year | -8.24% | -13.71% | +5.47% |
Max Drawdown (5Y)Largest decline over 5 years | -15.67% | -36.19% | +20.52% |
Max Drawdown (10Y)Largest decline over 10 years | -26.10% | -36.19% | +10.09% |
Current DrawdownCurrent decline from peak | -4.45% | -10.64% | +6.19% |
Average DrawdownAverage peak-to-trough decline | -3.85% | -5.53% | +1.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.77% | 3.62% | -1.85% |
Volatility
AMEFX vs. RGAGX - Volatility Comparison
The current volatility for American Funds The Income Fund of America® Class F-2 (AMEFX) is 3.33%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 6.74%. This indicates that AMEFX experiences smaller price fluctuations and is considered to be less risky than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMEFX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 6.74% | -3.41% |
Volatility (6M)Calculated over the trailing 6-month period | 5.62% | 12.12% | -6.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.58% | 21.00% | -11.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.47% | 20.23% | -10.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.69% | 19.64% | -8.95% |