GAIOX vs. AMECX
Compare and contrast key facts about American Funds Growth and Income Portfolio (GAIOX) and American Funds The Income Fund of America Class A (AMECX).
GAIOX is managed by American Funds. It was launched on May 18, 2012. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
GAIOX vs. AMECX - Performance Comparison
Loading graphics...
GAIOX vs. AMECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GAIOX American Funds Growth and Income Portfolio | -4.74% | 17.92% | 14.54% | 18.77% | -15.88% | 16.31% | 16.35% | 21.90% | -5.91% | 19.13% |
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% | -5.27% | 12.58% |
Returns By Period
In the year-to-date period, GAIOX achieves a -4.74% return, which is significantly lower than AMECX's 1.48% return. Over the past 10 years, GAIOX has outperformed AMECX with an annualized return of 9.66%, while AMECX has yielded a comparatively lower 8.21% annualized return.
GAIOX
- 1D
- -0.20%
- 1M
- -7.99%
- YTD
- -4.74%
- 6M
- -2.22%
- 1Y
- 13.39%
- 3Y*
- 13.37%
- 5Y*
- 7.53%
- 10Y*
- 9.66%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
GAIOX vs. AMECX - Expense Ratio Comparison
GAIOX has a 0.66% expense ratio, which is higher than AMECX's 0.56% expense ratio.
Return for Risk
GAIOX vs. AMECX — Risk / Return Rank
GAIOX
AMECX
GAIOX vs. AMECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth and Income Portfolio (GAIOX) 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.
| GAIOX | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.55 | -0.48 |
Sortino ratioReturn per unit of downside risk | 1.59 | 2.13 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.32 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.71 | -0.34 |
Martin ratioReturn relative to average drawdown | 6.01 | 8.01 | -2.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| GAIOX | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.55 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.85 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.77 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.72 | +0.08 |
Correlation
The correlation between GAIOX 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
GAIOX vs. AMECX - Dividend Comparison
GAIOX's dividend yield for the trailing twelve months is around 5.77%, less than AMECX's 9.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GAIOX American Funds Growth and Income Portfolio | 5.77% | 5.50% | 4.81% | 2.81% | 6.45% | 5.13% | 4.00% | 5.51% | 6.10% | 3.45% | 4.39% | 4.60% |
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
GAIOX vs. AMECX - Drawdown Comparison
The maximum GAIOX drawdown since its inception was -26.55%, smaller than the maximum AMECX drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for GAIOX and AMECX.
Loading graphics...
Drawdown Indicators
| GAIOX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.55% | -41.92% | +15.37% |
Max Drawdown (1Y)Largest decline over 1 year | -8.83% | -8.19% | -0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -23.11% | -15.78% | -7.33% |
Max Drawdown (10Y)Largest decline over 10 years | -26.55% | -26.13% | -0.42% |
Current DrawdownCurrent decline from peak | -8.32% | -5.74% | -2.58% |
Average DrawdownAverage peak-to-trough decline | -3.47% | -4.46% | +0.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 1.74% | +0.27% |
Volatility
GAIOX vs. AMECX - Volatility Comparison
American Funds Growth and Income Portfolio (GAIOX) has a higher volatility of 3.98% compared to American Funds The Income Fund of America Class A (AMECX) at 2.94%. This indicates that GAIOX'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.
Loading graphics...
Volatility by Period
| GAIOX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 2.94% | +1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 7.59% | 5.49% | +2.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.66% | 9.48% | +3.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.49% | 9.44% | +3.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.12% | 10.66% | +2.46% |