BRMKX vs. AMECX
Compare and contrast key facts about iShares Russell Mid-Cap Index Fund (BRMKX) and American Funds The Income Fund of America Class A (AMECX).
BRMKX is managed by BlackRock. It was launched on May 13, 2015. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
BRMKX vs. AMECX - Performance Comparison
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BRMKX vs. AMECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRMKX iShares Russell Mid-Cap Index Fund | 1.36% | 10.48% | 15.28% | 17.30% | -17.22% | 22.52% | 17.17% | 30.47% | -9.09% | 17.74% |
AMECX American Funds The Income Fund of America Class A | 2.83% | 17.77% | 10.84% | 6.79% | -6.40% | 17.37% | 4.49% | 18.50% | -5.27% | 12.58% |
Returns By Period
In the year-to-date period, BRMKX achieves a 1.36% return, which is significantly lower than AMECX's 2.83% return. Over the past 10 years, BRMKX has outperformed AMECX with an annualized return of 10.79%, while AMECX has yielded a comparatively lower 8.35% annualized return.
BRMKX
- 1D
- 2.68%
- 1M
- -5.54%
- YTD
- 1.36%
- 6M
- 1.46%
- 1Y
- 15.56%
- 3Y*
- 13.32%
- 5Y*
- 6.95%
- 10Y*
- 10.79%
AMECX
- 1D
- 1.33%
- 1M
- -4.18%
- YTD
- 2.83%
- 6M
- 5.30%
- 1Y
- 15.39%
- 3Y*
- 12.45%
- 5Y*
- 8.08%
- 10Y*
- 8.35%
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BRMKX vs. AMECX - Expense Ratio Comparison
BRMKX has a 0.06% expense ratio, which is lower than AMECX's 0.56% expense ratio.
Return for Risk
BRMKX vs. AMECX — Risk / Return Rank
BRMKX
AMECX
BRMKX vs. AMECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell Mid-Cap Index Fund (BRMKX) 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.
| BRMKX | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.65 | -0.81 |
Sortino ratioReturn per unit of downside risk | 1.29 | 2.27 | -0.98 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.34 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.97 | -0.73 |
Martin ratioReturn relative to average drawdown | 5.74 | 9.13 | -3.39 |
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
| BRMKX | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.65 | -0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.86 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.79 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.72 | -0.15 |
Correlation
The correlation between BRMKX and AMECX is 0.87, 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
BRMKX vs. AMECX - Dividend Comparison
BRMKX's dividend yield for the trailing twelve months is around 5.84%, less than AMECX's 9.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRMKX iShares Russell Mid-Cap Index Fund | 5.84% | 5.92% | 6.43% | 3.02% | 3.67% | 4.07% | 2.86% | 3.95% | 3.87% | 19.24% | 2.11% | 0.00% |
AMECX American Funds The Income Fund of America Class A | 9.73% | 9.94% | 6.38% | 2.93% | 6.98% | 6.67% | 2.80% | 5.01% | 7.48% | 4.26% | 3.09% | 5.09% |
Drawdowns
BRMKX vs. AMECX - Drawdown Comparison
The maximum BRMKX drawdown since its inception was -40.20%, roughly equal to the maximum AMECX drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for BRMKX and AMECX.
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Drawdown Indicators
| BRMKX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.20% | -41.92% | +1.72% |
Max Drawdown (1Y)Largest decline over 1 year | -13.37% | -8.19% | -5.18% |
Max Drawdown (5Y)Largest decline over 5 years | -26.04% | -15.78% | -10.26% |
Max Drawdown (10Y)Largest decline over 10 years | -40.20% | -26.13% | -14.07% |
Current DrawdownCurrent decline from peak | -5.71% | -4.48% | -1.23% |
Average DrawdownAverage peak-to-trough decline | -5.73% | -4.46% | -1.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 1.77% | +1.11% |
Volatility
BRMKX vs. AMECX - Volatility Comparison
iShares Russell Mid-Cap Index Fund (BRMKX) has a higher volatility of 5.60% compared to American Funds The Income Fund of America Class A (AMECX) at 3.35%. This indicates that BRMKX'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.
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Volatility by Period
| BRMKX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.60% | 3.35% | +2.25% |
Volatility (6M)Calculated over the trailing 6-month period | 10.52% | 5.64% | +4.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.08% | 9.54% | +9.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.25% | 9.45% | +8.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.30% | 10.67% | +8.63% |