CCFAX vs. AMECX
Compare and contrast key facts about American Funds College 2036 Fund (CCFAX) and American Funds The Income Fund of America Class A (AMECX).
CCFAX is managed by American Funds. It was launched on Feb 8, 2018. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
CCFAX vs. AMECX - Performance Comparison
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CCFAX vs. AMECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
CCFAX American Funds College 2036 Fund | -3.43% | 16.36% | 13.70% | 19.10% | -18.41% | 12.44% | 16.77% | 22.43% | -9.10% |
AMECX American Funds The Income Fund of America Class A | 1.48% | 17.77% | 10.84% | 6.79% | -6.40% | 17.37% | 4.49% | 18.50% | -3.66% |
Returns By Period
In the year-to-date period, CCFAX achieves a -3.43% return, which is significantly lower than AMECX's 1.48% return.
CCFAX
- 1D
- 0.00%
- 1M
- -6.44%
- YTD
- -3.43%
- 6M
- -1.05%
- 1Y
- 12.73%
- 3Y*
- 12.88%
- 5Y*
- 6.37%
- 10Y*
- —
AMECX
- 1D
- 0.23%
- 1M
- -5.74%
- YTD
- 1.48%
- 6M
- 4.22%
- 1Y
- 14.19%
- 3Y*
- 11.95%
- 5Y*
- 7.95%
- 10Y*
- 8.21%
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CCFAX vs. AMECX - Expense Ratio Comparison
CCFAX has a 0.43% expense ratio, which is lower than AMECX's 0.56% expense ratio.
Return for Risk
CCFAX vs. AMECX — Risk / Return Rank
CCFAX
AMECX
CCFAX vs. AMECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds College 2036 Fund (CCFAX) 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.
| CCFAX | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.55 | -0.34 |
Sortino ratioReturn per unit of downside risk | 1.78 | 2.13 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.32 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 1.71 | -0.20 |
Martin ratioReturn relative to average drawdown | 6.83 | 8.01 | -1.18 |
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
| CCFAX | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.55 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.85 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.72 | -0.14 |
Correlation
The correlation between CCFAX and AMECX is 0.88, 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
CCFAX vs. AMECX - Dividend Comparison
CCFAX's dividend yield for the trailing twelve months is around 7.35%, less than AMECX's 9.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCFAX American Funds College 2036 Fund | 7.35% | 7.10% | 5.41% | 1.75% | 4.66% | 7.82% | 4.37% | 2.61% | 1.20% | 0.00% | 0.00% | 0.00% |
AMECX American Funds The Income Fund of America Class A | 9.86% | 9.94% | 6.38% | 2.93% | 6.98% | 6.67% | 2.80% | 5.01% | 7.48% | 4.26% | 3.09% | 5.09% |
Drawdowns
CCFAX vs. AMECX - Drawdown Comparison
The maximum CCFAX drawdown since its inception was -25.80%, smaller than the maximum AMECX drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for CCFAX and AMECX.
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Drawdown Indicators
| CCFAX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.80% | -41.92% | +16.12% |
Max Drawdown (1Y)Largest decline over 1 year | -7.73% | -8.19% | +0.46% |
Max Drawdown (5Y)Largest decline over 5 years | -25.34% | -15.78% | -9.56% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.13% | — |
Current DrawdownCurrent decline from peak | -6.63% | -5.74% | -0.89% |
Average DrawdownAverage peak-to-trough decline | -5.27% | -4.46% | -0.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.71% | 1.74% | -0.03% |
Volatility
CCFAX vs. AMECX - Volatility Comparison
American Funds College 2036 Fund (CCFAX) has a higher volatility of 3.17% compared to American Funds The Income Fund of America Class A (AMECX) at 2.94%. This indicates that CCFAX'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
| CCFAX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.17% | 2.94% | +0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 6.00% | 5.49% | +0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.57% | 9.48% | +1.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.49% | 9.44% | +2.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.40% | 10.66% | +2.74% |