CGNAX vs. AMECX
Compare and contrast key facts about American Funds Growth and Income Portfolio (CGNAX) and American Funds The Income Fund of America Class A (AMECX).
CGNAX is managed by American Funds. It was launched on May 17, 2012. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
CGNAX vs. AMECX - Performance Comparison
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CGNAX vs. AMECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CGNAX American Funds Growth and Income Portfolio | -2.54% | 17.85% | 14.51% | 18.73% | -15.96% | 16.36% | 16.31% | 21.78% | -5.88% | 18.99% |
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, CGNAX achieves a -2.54% return, which is significantly lower than AMECX's 2.83% return. Over the past 10 years, CGNAX has outperformed AMECX with an annualized return of 9.87%, while AMECX has yielded a comparatively lower 8.35% annualized return.
CGNAX
- 1D
- 2.27%
- 1M
- -5.52%
- YTD
- -2.54%
- 6M
- -0.42%
- 1Y
- 15.52%
- 3Y*
- 14.20%
- 5Y*
- 7.75%
- 10Y*
- 9.87%
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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CGNAX vs. AMECX - Expense Ratio Comparison
CGNAX has a 0.36% expense ratio, which is lower than AMECX's 0.56% expense ratio.
Return for Risk
CGNAX vs. AMECX — Risk / Return Rank
CGNAX
AMECX
CGNAX vs. AMECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth and Income Portfolio (CGNAX) 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.
| CGNAX | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.65 | -0.41 |
Sortino ratioReturn per unit of downside risk | 1.84 | 2.27 | -0.43 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.34 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 1.97 | -0.15 |
Martin ratioReturn relative to average drawdown | 7.83 | 9.13 | -1.30 |
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
| CGNAX | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.65 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.86 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.79 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.72 | +0.09 |
Correlation
The correlation between CGNAX and AMECX is 0.91, 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
CGNAX vs. AMECX - Dividend Comparison
CGNAX's dividend yield for the trailing twelve months is around 5.62%, less than AMECX's 9.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGNAX American Funds Growth and Income Portfolio | 5.62% | 5.48% | 4.79% | 2.78% | 6.42% | 5.11% | 3.97% | 5.48% | 6.06% | 3.40% | 4.30% | 4.51% |
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
CGNAX vs. AMECX - Drawdown Comparison
The maximum CGNAX drawdown since its inception was -26.56%, smaller than the maximum AMECX drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for CGNAX and AMECX.
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Drawdown Indicators
| CGNAX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.56% | -41.92% | +15.36% |
Max Drawdown (1Y)Largest decline over 1 year | -8.84% | -8.19% | -0.65% |
Max Drawdown (5Y)Largest decline over 5 years | -23.14% | -15.78% | -7.36% |
Max Drawdown (10Y)Largest decline over 10 years | -26.56% | -26.13% | -0.43% |
Current DrawdownCurrent decline from peak | -6.20% | -4.48% | -1.72% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -4.46% | +0.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 1.77% | +0.28% |
Volatility
CGNAX vs. AMECX - Volatility Comparison
American Funds Growth and Income Portfolio (CGNAX) has a higher volatility of 4.79% compared to American Funds The Income Fund of America Class A (AMECX) at 3.35%. This indicates that CGNAX'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
| CGNAX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.79% | 3.35% | +1.44% |
Volatility (6M)Calculated over the trailing 6-month period | 7.91% | 5.64% | +2.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.85% | 9.54% | +3.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.54% | 9.45% | +3.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.15% | 10.67% | +2.48% |