SFCWX vs. AMECX
Compare and contrast key facts about American Funds SMALLCAP World Fund Class F-3 (SFCWX) and American Funds The Income Fund of America Class A (AMECX).
SFCWX is managed by American Funds. It was launched on Apr 30, 1990. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
SFCWX vs. AMECX - Performance Comparison
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SFCWX vs. AMECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SFCWX American Funds SMALLCAP World Fund Class F-3 | -0.95% | 14.49% | 2.72% | 19.34% | -29.65% | 10.54% | 37.95% | 31.29% | -9.45% | 11.61% |
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% | 6.07% |
Returns By Period
In the year-to-date period, SFCWX achieves a -0.95% return, which is significantly lower than AMECX's 2.83% return.
SFCWX
- 1D
- 3.47%
- 1M
- -7.80%
- YTD
- -0.95%
- 6M
- 1.31%
- 1Y
- 20.90%
- 3Y*
- 9.28%
- 5Y*
- 0.55%
- 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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SFCWX vs. AMECX - Expense Ratio Comparison
SFCWX has a 0.66% expense ratio, which is higher than AMECX's 0.56% expense ratio.
Return for Risk
SFCWX vs. AMECX — Risk / Return Rank
SFCWX
AMECX
SFCWX vs. AMECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds SMALLCAP World Fund Class F-3 (SFCWX) 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.
| SFCWX | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 1.65 | -0.46 |
Sortino ratioReturn per unit of downside risk | 1.76 | 2.27 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.34 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 1.97 | -0.27 |
Martin ratioReturn relative to average drawdown | 6.53 | 9.13 | -2.60 |
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
| SFCWX | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.65 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.86 | -0.83 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.72 | -0.28 |
Correlation
The correlation between SFCWX and AMECX is 0.80, 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
SFCWX vs. AMECX - Dividend Comparison
SFCWX's dividend yield for the trailing twelve months is around 5.15%, less than AMECX's 9.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFCWX American Funds SMALLCAP World Fund Class F-3 | 5.15% | 5.10% | 0.98% | 0.98% | 0.34% | 9.05% | 1.58% | 4.19% | 7.01% | 4.47% | 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
SFCWX vs. AMECX - Drawdown Comparison
The maximum SFCWX drawdown since its inception was -39.54%, smaller than the maximum AMECX drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for SFCWX and AMECX.
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Drawdown Indicators
| SFCWX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.54% | -41.92% | +2.38% |
Max Drawdown (1Y)Largest decline over 1 year | -11.81% | -8.19% | -3.62% |
Max Drawdown (5Y)Largest decline over 5 years | -39.54% | -15.78% | -23.76% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.13% | — |
Current DrawdownCurrent decline from peak | -8.75% | -4.48% | -4.27% |
Average DrawdownAverage peak-to-trough decline | -12.65% | -4.46% | -8.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 1.77% | +1.30% |
Volatility
SFCWX vs. AMECX - Volatility Comparison
American Funds SMALLCAP World Fund Class F-3 (SFCWX) has a higher volatility of 7.61% compared to American Funds The Income Fund of America Class A (AMECX) at 3.35%. This indicates that SFCWX'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
| SFCWX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.61% | 3.35% | +4.26% |
Volatility (6M)Calculated over the trailing 6-month period | 11.81% | 5.64% | +6.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.93% | 9.54% | +8.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.04% | 9.45% | +8.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.49% | 10.67% | +7.82% |