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AMEFX vs FIQBX
AMEFX vs FIQBX Comparison
Open Charts AMEFX vs FIQBX
American Funds Income Fund of Amer F2
Price$26.28
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets131.88B
Fidelity Advisor Asset Manager 70% Z
Price$28.73
Change+$0.12 (+0.42%)
VolumeN/A
Net Assets6.85B
AMEFX vs FIQBX Comparison Chart
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AMEFX vs. FIQBX commentary
Jun 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AMEFX is a Buy and FIQBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AMEFX has more cash in the bank: 132B vs. FIQBX (6.85B). AMEFX pays higher dividends than FIQBX: AMEFX (3.95) vs FIQBX (1.89). AMEFX was incepted earlier than FIQBX: AMEFX (17 years) vs FIQBX (7 years). FIQBX (0.56) is less costly to investors than AMEFX (0.37). AMEFX is a more actively managed with annual turnover of: 92.00 vs. FIQBX (14.00). FIQBX has a lower initial minimum investment than AMEFX: FIQBX (0) vs AMEFX (250). AMEFX annual gain was more profitable for investors over the last year : 12.86 vs. FIQBX (6.29). FIQBX (37.76) and AMEFX (37.40) have equivalent 5 years return.
| AMEFX | FIQBX | AMEFX / FIQBX | |
| Total Expense Ratio | 0.37 | 0.56 | 66% |
| Annual Report Gross Expense Ratio | 0.37 | 0.56 | 66% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | 8.565 | 5.029 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 6.85B | 1,926% |
| Annual Yield % from dividends | 3.95 | 1.89 | 209% |
| Returns for 1 year | 12.86 | 6.29 | 205% |
| Returns for 3 years | 16.03 | 19.19 | 84% |
| Returns for 5 years | 37.40 | 37.76 | 99% |
| Returns for 10 years | 44.70 | N/A | - |
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