RAFGX vs. AMECX
Compare and contrast key facts about American Funds AMCAP Fund Class R-6 (RAFGX) and American Funds The Income Fund of America Class A (AMECX).
RAFGX is managed by American Funds. It was launched on May 1, 2009. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
RAFGX vs. AMECX - Performance Comparison
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RAFGX vs. AMECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RAFGX American Funds AMCAP Fund Class R-6 | -11.73% | 18.05% | 21.50% | 31.47% | -28.42% | 24.11% | 21.80% | 26.76% | -4.08% | 22.45% |
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, RAFGX achieves a -11.73% return, which is significantly lower than AMECX's 1.48% return. Over the past 10 years, RAFGX has outperformed AMECX with an annualized return of 11.24%, while AMECX has yielded a comparatively lower 8.21% annualized return.
RAFGX
- 1D
- -0.33%
- 1M
- -10.08%
- YTD
- -11.73%
- 6M
- -9.18%
- 1Y
- 11.41%
- 3Y*
- 14.76%
- 5Y*
- 7.12%
- 10Y*
- 11.24%
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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RAFGX vs. AMECX - Expense Ratio Comparison
RAFGX has a 0.33% expense ratio, which is lower than AMECX's 0.56% expense ratio.
Return for Risk
RAFGX vs. AMECX — Risk / Return Rank
RAFGX
AMECX
RAFGX vs. AMECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class R-6 (RAFGX) 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.
| RAFGX | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 1.55 | -0.97 |
Sortino ratioReturn per unit of downside risk | 0.97 | 2.13 | -1.16 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.32 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 1.71 | -1.09 |
Martin ratioReturn relative to average drawdown | 2.53 | 8.01 | -5.48 |
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
| RAFGX | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 1.55 | -0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.85 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.77 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.72 | -0.04 |
Correlation
The correlation between RAFGX and AMECX is 0.83, 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
RAFGX vs. AMECX - Dividend Comparison
RAFGX's dividend yield for the trailing twelve months is around 9.60%, less than AMECX's 9.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RAFGX American Funds AMCAP Fund Class R-6 | 9.60% | 8.47% | 8.26% | 3.75% | 7.36% | 5.83% | 4.07% | 5.10% | 8.04% | 5.58% | 4.09% | 8.78% |
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
RAFGX vs. AMECX - Drawdown Comparison
The maximum RAFGX drawdown since its inception was -35.07%, smaller than the maximum AMECX drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for RAFGX and AMECX.
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Drawdown Indicators
| RAFGX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.07% | -41.92% | +6.85% |
Max Drawdown (1Y)Largest decline over 1 year | -14.12% | -8.19% | -5.93% |
Max Drawdown (5Y)Largest decline over 5 years | -35.07% | -15.78% | -19.29% |
Max Drawdown (10Y)Largest decline over 10 years | -35.07% | -26.13% | -8.94% |
Current DrawdownCurrent decline from peak | -14.12% | -5.74% | -8.38% |
Average DrawdownAverage peak-to-trough decline | -5.53% | -4.46% | -1.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 1.74% | +1.72% |
Volatility
RAFGX vs. AMECX - Volatility Comparison
American Funds AMCAP Fund Class R-6 (RAFGX) has a higher volatility of 5.26% compared to American Funds The Income Fund of America Class A (AMECX) at 2.94%. This indicates that RAFGX'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
| RAFGX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.26% | 2.94% | +2.32% |
Volatility (6M)Calculated over the trailing 6-month period | 11.05% | 5.49% | +5.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.61% | 9.48% | +10.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.13% | 9.44% | +9.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.64% | 10.66% | +7.98% |