TIBAX vs. AMECX
Compare and contrast key facts about Thornburg Investment Income Builder Fund (TIBAX) and American Funds The Income Fund of America Class A (AMECX).
TIBAX is managed by Thornburg. It was launched on Dec 23, 2002. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
TIBAX vs. AMECX - Performance Comparison
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TIBAX vs. AMECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TIBAX Thornburg Investment Income Builder Fund | 7.98% | 36.62% | 13.23% | 18.01% | -7.95% | 20.08% | -0.67% | 17.72% | -4.54% | 14.83% |
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, TIBAX achieves a 7.98% return, which is significantly higher than AMECX's 1.48% return. Over the past 10 years, TIBAX has outperformed AMECX with an annualized return of 11.70%, while AMECX has yielded a comparatively lower 8.21% annualized return.
TIBAX
- 1D
- 0.31%
- 1M
- -4.88%
- YTD
- 7.98%
- 6M
- 15.33%
- 1Y
- 35.77%
- 3Y*
- 23.23%
- 5Y*
- 14.98%
- 10Y*
- 11.70%
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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TIBAX vs. AMECX - Expense Ratio Comparison
TIBAX has a 1.14% expense ratio, which is higher than AMECX's 0.56% expense ratio.
Return for Risk
TIBAX vs. AMECX — Risk / Return Rank
TIBAX
AMECX
TIBAX vs. AMECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thornburg Investment Income Builder Fund (TIBAX) 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.
| TIBAX | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.33 | 1.55 | +1.78 |
Sortino ratioReturn per unit of downside risk | 4.24 | 2.13 | +2.11 |
Omega ratioGain probability vs. loss probability | 1.74 | 1.32 | +0.42 |
Calmar ratioReturn relative to maximum drawdown | 4.10 | 1.71 | +2.40 |
Martin ratioReturn relative to average drawdown | 20.22 | 8.01 | +12.21 |
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
| TIBAX | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.33 | 1.55 | +1.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.36 | 0.85 | +0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.77 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.72 | +0.05 |
Correlation
The correlation between TIBAX and AMECX is 0.87, 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
TIBAX vs. AMECX - Dividend Comparison
TIBAX's dividend yield for the trailing twelve months is around 5.30%, less than AMECX's 9.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIBAX Thornburg Investment Income Builder Fund | 5.30% | 5.64% | 5.44% | 4.67% | 5.62% | 5.10% | 4.11% | 4.23% | 4.49% | 4.22% | 3.83% | 4.31% |
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
TIBAX vs. AMECX - Drawdown Comparison
The maximum TIBAX drawdown since its inception was -49.12%, which is greater than AMECX's maximum drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for TIBAX and AMECX.
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Drawdown Indicators
| TIBAX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.12% | -41.92% | -7.20% |
Max Drawdown (1Y)Largest decline over 1 year | -8.57% | -8.19% | -0.38% |
Max Drawdown (5Y)Largest decline over 5 years | -20.94% | -15.78% | -5.16% |
Max Drawdown (10Y)Largest decline over 10 years | -34.85% | -26.13% | -8.72% |
Current DrawdownCurrent decline from peak | -5.13% | -5.74% | +0.61% |
Average DrawdownAverage peak-to-trough decline | -6.03% | -4.46% | -1.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 1.74% | 0.00% |
Volatility
TIBAX vs. AMECX - Volatility Comparison
Thornburg Investment Income Builder Fund (TIBAX) has a higher volatility of 3.19% compared to American Funds The Income Fund of America Class A (AMECX) at 2.94%. This indicates that TIBAX'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
| TIBAX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.19% | 2.94% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 6.35% | 5.49% | +0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.70% | 9.48% | +1.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.04% | 9.44% | +1.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.43% | 10.66% | +2.77% |