TAIFX vs. AMECX
TAIFX (American Funds Tax-Aware Conservative Growth & Income Portfolio F1) and AMECX (American Funds The Income Fund of America Class A) are both Diversified Portfolio funds from American Funds. Over the past 10 years, TAIFX returned 7.83%/yr vs 8.51%/yr for AMECX. Their correlation of 0.93 suggests significant overlap in exposure. TAIFX charges 0.70%/yr vs 0.56%/yr for AMECX.
Performance
TAIFX vs. AMECX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with TAIFX having a 6.51% return and AMECX slightly lower at 6.34%. Over the past 10 years, TAIFX has underperformed AMECX with an annualized return of 7.83%, while AMECX has yielded a comparatively higher 8.51% annualized return.
TAIFX
- 1D
- 0.34%
- 1M
- 2.81%
- YTD
- 6.51%
- 6M
- 7.11%
- 1Y
- 16.87%
- 3Y*
- 12.77%
- 5Y*
- 6.90%
- 10Y*
- 7.83%
AMECX
- 1D
- 0.33%
- 1M
- 0.95%
- YTD
- 6.34%
- 6M
- 7.37%
- 1Y
- 15.78%
- 3Y*
- 13.76%
- 5Y*
- 7.77%
- 10Y*
- 8.51%
TAIFX vs. AMECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TAIFX American Funds Tax-Aware Conservative Growth & Income Portfolio F1 | 6.51% | 13.74% | 9.96% | 11.78% | -10.23% | 12.35% | 7.41% | 15.90% | -2.19% | 14.21% |
AMECX American Funds The Income Fund of America Class A | 6.34% | 17.77% | 10.84% | 6.79% | -6.40% | 17.37% | 4.49% | 18.50% | -5.27% | 12.58% |
Correlation
The correlation between TAIFX and AMECX is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since May 22, 2012 | 0.93 |
The correlation between TAIFX and AMECX shifts across timeframes, from 0.82 (1 year) to 0.93 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
TAIFX vs. AMECX — Risk / Return Rank
TAIFX
AMECX
TAIFX vs. AMECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Tax-Aware Conservative Growth & Income Portfolio F1 (TAIFX) 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.
| TAIFX | AMECX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.48 | ||
| Sortino ratioReturn per unit of downside risk | +0.74 | ||
| Omega ratioGain probability vs. loss probability | 1.55 | 1.41 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 2.95 | 2.62 | +0.32 |
| Martin ratioReturn relative to average drawdown | 13.44 | 9.88 | +3.57 |
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
| TAIFX | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.72 | 2.24 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.91 | 0.83 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.96 | 0.80 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.06 | 0.72 | +0.34 |
Drawdowns
TAIFX vs. AMECX - Drawdown Comparison
The maximum TAIFX drawdown since its inception was -21.43%, smaller than the maximum AMECX drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for TAIFX and AMECX.
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Drawdown Indicators
| TAIFX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.43% | -41.92% | +20.49% |
Max Drawdown (1Y)Largest decline over 1 year | -5.85% | -6.13% | +0.28% |
Max Drawdown (3Y)Largest decline over 3 years | -8.35% | -8.58% | +0.23% |
Max Drawdown (5Y)Largest decline over 5 years | -16.79% | -15.78% | -1.01% |
Max Drawdown (10Y)Largest decline over 10 years | -21.43% | -26.13% | +4.70% |
Current DrawdownCurrent decline from peak | 0.00% | -1.23% | +1.23% |
Average DrawdownAverage peak-to-trough decline | -2.20% | -4.45% | +2.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.28% | 1.62% | -0.34% |
Volatility
TAIFX vs. AMECX - Volatility Comparison
American Funds Tax-Aware Conservative Growth & Income Portfolio F1 (TAIFX) and American Funds The Income Fund of America Class A (AMECX) have volatilities of 1.96% and 2.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TAIFX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.96% | 2.06% | -0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 5.26% | 5.63% | -0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.33% | 7.17% | -0.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.59% | 9.45% | -1.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.16% | 10.68% | -2.52% |
TAIFX vs. AMECX - Expense Ratio Comparison
TAIFX has a 0.70% expense ratio, which is higher than AMECX's 0.56% expense ratio.
Dividends
TAIFX vs. AMECX - Dividend Comparison
TAIFX's dividend yield for the trailing twelve months is around 5.09%, less than AMECX's 9.41% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMECX American Funds The Income Fund of America Class A | 9.41% | 9.94% | 6.38% | 2.93% | 6.98% | 6.67% | 2.80% | 5.01% | 7.48% | 4.26% | 3.09% | 5.09% |
TAIFX American Funds Tax-Aware Conservative Growth & Income Portfolio F1 | 5.09% | 5.50% | 5.11% | 4.25% | 4.32% | 2.40% | 2.60% | 3.72% | 4.52% | 4.08% | 3.57% | 3.41% |
Frequently Asked Questions
TAIFX and AMECX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMECX has higher volatility (2.06%) compared to TAIFX (1.96%). In terms of maximum drawdown, TAIFX dropped -21.43% vs AMECX's -41.92%.
TAIFX currently has the higher Sharpe Ratio (2.72 vs 2.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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