FNWFX vs. AMECX
Compare and contrast key facts about American Funds New World Fund Class F-3 (FNWFX) and American Funds The Income Fund of America Class A (AMECX).
FNWFX is managed by American Funds. It was launched on Jun 17, 1999. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
FNWFX vs. AMECX - Performance Comparison
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FNWFX vs. AMECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FNWFX American Funds New World Fund Class F-3 | -1.47% | 28.67% | 6.88% | 16.24% | -21.77% | 5.09% | 25.30% | 28.02% | -12.00% | 25.87% |
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% | 11.24% |
Returns By Period
In the year-to-date period, FNWFX achieves a -1.47% return, which is significantly lower than AMECX's 2.83% return.
FNWFX
- 1D
- 2.61%
- 1M
- -8.56%
- YTD
- -1.47%
- 6M
- 2.11%
- 1Y
- 24.01%
- 3Y*
- 13.87%
- 5Y*
- 4.79%
- 10Y*
- —
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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FNWFX vs. AMECX - Expense Ratio Comparison
FNWFX has a 0.57% expense ratio, which is higher than AMECX's 0.56% expense ratio.
Return for Risk
FNWFX vs. AMECX — Risk / Return Rank
FNWFX
AMECX
FNWFX vs. AMECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds New World Fund Class F-3 (FNWFX) 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.
| FNWFX | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.65 | -0.07 |
Sortino ratioReturn per unit of downside risk | 2.19 | 2.27 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.34 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.83 | 1.97 | -0.13 |
Martin ratioReturn relative to average drawdown | 7.63 | 9.13 | -1.51 |
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
| FNWFX | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.65 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.86 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.72 | -0.13 |
Correlation
The correlation between FNWFX and AMECX is 0.77, 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
FNWFX vs. AMECX - Dividend Comparison
FNWFX's dividend yield for the trailing twelve months is around 6.18%, less than AMECX's 9.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNWFX American Funds New World Fund Class F-3 | 6.18% | 6.09% | 4.10% | 2.88% | 1.33% | 7.32% | 0.43% | 4.04% | 2.70% | 2.27% | 0.00% | 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
FNWFX vs. AMECX - Drawdown Comparison
The maximum FNWFX drawdown since its inception was -33.40%, smaller than the maximum AMECX drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for FNWFX and AMECX.
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Drawdown Indicators
| FNWFX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.40% | -41.92% | +8.52% |
Max Drawdown (1Y)Largest decline over 1 year | -13.00% | -8.19% | -4.81% |
Max Drawdown (5Y)Largest decline over 5 years | -33.40% | -15.78% | -17.62% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.13% | — |
Current DrawdownCurrent decline from peak | -10.73% | -4.48% | -6.25% |
Average DrawdownAverage peak-to-trough decline | -8.80% | -4.46% | -4.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 1.77% | +1.36% |
Volatility
FNWFX vs. AMECX - Volatility Comparison
American Funds New World Fund Class F-3 (FNWFX) has a higher volatility of 7.09% compared to American Funds The Income Fund of America Class A (AMECX) at 3.35%. This indicates that FNWFX'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
| FNWFX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.09% | 3.35% | +3.74% |
Volatility (6M)Calculated over the trailing 6-month period | 11.01% | 5.64% | +5.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.62% | 9.54% | +6.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.17% | 9.45% | +5.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 10.67% | +5.65% |