AMEFX vs. TSAIX
Compare and contrast key facts about American Funds The Income Fund of America® Class F-2 (AMEFX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX).
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. TSAIX is managed by TIAA Investments. It was launched on Dec 8, 2011.
Performance
AMEFX vs. TSAIX - Performance Comparison
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AMEFX vs. TSAIX - 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% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | -5.91% | 20.04% | 15.46% | 22.72% | -19.57% | 17.10% | 19.69% | 27.97% | -11.27% | 22.35% |
Returns By Period
In the year-to-date period, AMEFX achieves a 1.49% return, which is significantly higher than TSAIX's -5.91% return. Over the past 10 years, AMEFX has underperformed TSAIX with an annualized return of 8.40%, while TSAIX has yielded a comparatively higher 10.54% 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%
TSAIX
- 1D
- -0.38%
- 1M
- -9.58%
- YTD
- -5.91%
- 6M
- -3.06%
- 1Y
- 15.39%
- 3Y*
- 14.41%
- 5Y*
- 7.42%
- 10Y*
- 10.54%
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AMEFX vs. TSAIX - Expense Ratio Comparison
AMEFX has a 0.37% expense ratio, which is higher than TSAIX's 0.04% expense ratio.
Return for Risk
AMEFX vs. TSAIX — Risk / Return Rank
AMEFX
TSAIX
AMEFX vs. TSAIX - 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 TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX). 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 | TSAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.57 | 0.92 | +0.65 |
Sortino ratioReturn per unit of downside risk | 2.15 | 1.37 | +0.79 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.20 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.08 | +0.64 |
Martin ratioReturn relative to average drawdown | 8.12 | 4.80 | +3.32 |
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 | TSAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.57 | 0.92 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 0.46 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.60 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.65 | +0.01 |
Correlation
The correlation between AMEFX and TSAIX is 0.89, 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. TSAIX - Dividend Comparison
AMEFX's dividend yield for the trailing twelve months is around 10.08%, more than TSAIX's 7.84% 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% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | 7.84% | 7.38% | 2.94% | 1.81% | 9.27% | 11.82% | 5.59% | 5.71% | 5.71% | 1.13% | 4.12% | 7.19% |
Drawdowns
AMEFX vs. TSAIX - Drawdown Comparison
The maximum AMEFX drawdown since its inception was -37.22%, which is greater than TSAIX's maximum drawdown of -34.58%. Use the drawdown chart below to compare losses from any high point for AMEFX and TSAIX.
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Drawdown Indicators
| AMEFX | TSAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.22% | -34.58% | -2.64% |
Max Drawdown (1Y)Largest decline over 1 year | -8.24% | -11.72% | +3.48% |
Max Drawdown (5Y)Largest decline over 5 years | -15.67% | -28.28% | +12.61% |
Max Drawdown (10Y)Largest decline over 10 years | -26.10% | -34.58% | +8.48% |
Current DrawdownCurrent decline from peak | -5.74% | -10.28% | +4.54% |
Average DrawdownAverage peak-to-trough decline | -3.85% | -4.96% | +1.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 2.77% | -1.03% |
Volatility
AMEFX vs. TSAIX - Volatility Comparison
The current volatility for American Funds The Income Fund of America® Class F-2 (AMEFX) is 2.90%, while TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX) has a volatility of 5.29%. This indicates that AMEFX experiences smaller price fluctuations and is considered to be less risky than TSAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMEFX | TSAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.90% | 5.29% | -2.39% |
Volatility (6M)Calculated over the trailing 6-month period | 5.46% | 9.81% | -4.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.51% | 17.09% | -7.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.45% | 16.15% | -6.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.68% | 17.59% | -6.91% |