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AMRMX vs. AMECX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AMRMX and AMECX is 0.90, 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.


-0.50.00.51.00.9

Performance

AMRMX vs. AMECX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds American Mutual Fund Class A (AMRMX) and American Funds The Income Fund of America Class A (AMECX). The values are adjusted to include any dividend payments, if applicable.

-2.00%0.00%2.00%4.00%6.00%8.00%AugustSeptemberOctoberNovemberDecember2025
1.62%
3.14%
AMRMX
AMECX

Key characteristics

Sharpe Ratio

AMRMX:

1.27

AMECX:

1.57

Sortino Ratio

AMRMX:

1.64

AMECX:

2.05

Omega Ratio

AMRMX:

1.25

AMECX:

1.29

Calmar Ratio

AMRMX:

1.44

AMECX:

2.00

Martin Ratio

AMRMX:

4.97

AMECX:

6.76

Ulcer Index

AMRMX:

2.67%

AMECX:

1.84%

Daily Std Dev

AMRMX:

10.49%

AMECX:

7.93%

Max Drawdown

AMRMX:

-46.33%

AMECX:

-43.59%

Current Drawdown

AMRMX:

-6.48%

AMECX:

-3.43%

Returns By Period

In the year-to-date period, AMRMX achieves a 2.16% return, which is significantly higher than AMECX's 1.97% return. Over the past 10 years, AMRMX has outperformed AMECX with an annualized return of 6.54%, while AMECX has yielded a comparatively lower 4.97% annualized return.


AMRMX

YTD

2.16%

1M

1.92%

6M

1.62%

1Y

12.01%

5Y*

7.09%

10Y*

6.54%

AMECX

YTD

1.97%

1M

2.17%

6M

3.14%

1Y

11.64%

5Y*

4.73%

10Y*

4.97%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


AMRMX vs. AMECX - Expense Ratio Comparison

AMRMX has a 0.58% expense ratio, which is higher than AMECX's 0.56% expense ratio.


AMRMX
American Funds American Mutual Fund Class A
Expense ratio chart for AMRMX: current value at 0.58% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.58%
Expense ratio chart for AMECX: current value at 0.56% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.56%

Risk-Adjusted Performance

AMRMX vs. AMECX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AMRMX
The Risk-Adjusted Performance Rank of AMRMX is 6262
Overall Rank
The Sharpe Ratio Rank of AMRMX is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of AMRMX is 5656
Sortino Ratio Rank
The Omega Ratio Rank of AMRMX is 6363
Omega Ratio Rank
The Calmar Ratio Rank of AMRMX is 7575
Calmar Ratio Rank
The Martin Ratio Rank of AMRMX is 5757
Martin Ratio Rank

AMECX
The Risk-Adjusted Performance Rank of AMECX is 7474
Overall Rank
The Sharpe Ratio Rank of AMECX is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of AMECX is 7070
Sortino Ratio Rank
The Omega Ratio Rank of AMECX is 7474
Omega Ratio Rank
The Calmar Ratio Rank of AMECX is 8282
Calmar Ratio Rank
The Martin Ratio Rank of AMECX is 6969
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AMRMX vs. AMECX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds American Mutual Fund Class A (AMRMX) and American Funds The Income Fund of America Class A (AMECX). 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.


Sharpe ratio
The chart of Sharpe ratio for AMRMX, currently valued at 1.27, compared to the broader market-1.000.001.002.003.004.001.271.57
The chart of Sortino ratio for AMRMX, currently valued at 1.64, compared to the broader market0.005.0010.001.642.05
The chart of Omega ratio for AMRMX, currently valued at 1.25, compared to the broader market1.002.003.004.001.251.29
The chart of Calmar ratio for AMRMX, currently valued at 1.44, compared to the broader market0.005.0010.0015.0020.001.442.00
The chart of Martin ratio for AMRMX, currently valued at 4.97, compared to the broader market0.0020.0040.0060.0080.004.976.76
AMRMX
AMECX

The current AMRMX Sharpe Ratio is 1.27, which is comparable to the AMECX Sharpe Ratio of 1.57. The chart below compares the historical Sharpe Ratios of AMRMX and AMECX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50AugustSeptemberOctoberNovemberDecember2025
1.27
1.57
AMRMX
AMECX

Dividends

AMRMX vs. AMECX - Dividend Comparison

AMRMX's dividend yield for the trailing twelve months is around 1.70%, less than AMECX's 4.02% yield.


TTM20242023202220212020201920182017201620152014
AMRMX
American Funds American Mutual Fund Class A
1.70%1.74%2.12%2.00%1.64%1.92%2.02%2.25%2.00%2.09%3.88%3.43%
AMECX
American Funds The Income Fund of America Class A
4.02%4.10%3.66%3.38%2.86%3.19%3.20%3.35%2.82%3.09%5.70%7.29%

Drawdowns

AMRMX vs. AMECX - Drawdown Comparison

The maximum AMRMX drawdown since its inception was -46.33%, which is greater than AMECX's maximum drawdown of -43.59%. Use the drawdown chart below to compare losses from any high point for AMRMX and AMECX. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-6.48%
-3.43%
AMRMX
AMECX

Volatility

AMRMX vs. AMECX - Volatility Comparison

American Funds American Mutual Fund Class A (AMRMX) has a higher volatility of 6.15% compared to American Funds The Income Fund of America Class A (AMECX) at 3.22%. This indicates that AMRMX's price experiences larger fluctuations and is considered to be riskier than AMECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%6.00%AugustSeptemberOctoberNovemberDecember2025
6.15%
3.22%
AMRMX
AMECX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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