AIVSX Alternatives & Similar Mutual Funds

American Funds Investment Company of America Class A (AIVSX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AIVSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to AIVSX

AIVSX charges 0.57% annually. There are 154 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	AIVSX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	AIVSX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	AIVSX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	AIVSX vs FLCPX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	0.02%	—	Jul 2017	AIVSX vs WBREOX

Best Risk-Adjusted Alternatives to AIVSX

AIVSX has a PortfoliosLab risk / return rank of 55. There are 229 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	96	15.30B	Dec 2004	AIVSX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	94	82.00B	Nov 2001	AIVSX vs VPMAX
DHAMX	Centre American Select Equity Fund	92	—	Dec 2011	AIVSX vs DHAMX
POSKX	PrimeCap Odyssey Stock Fund	91	—	Nov 2004	AIVSX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	91	—	Feb 2004	AIVSX vs GTLOX

Top Performing AIVSX Alternatives (YTD)

AIVSX is at 10.91% YTD. There are 191 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	29.33%	15.30B	Dec 2004	AIVSX vs VPCCX
YFSIX	AMG Yacktman Global Fund	27.94%	—	Jan 2017	AIVSX vs YFSIX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	27.79%	—	Dec 2015	AIVSX vs RESGX
ALSMX	Archer Multi Cap Fund	26.71%	—	Dec 2019	AIVSX vs ALSMX
IGIAX	Integrity ESG Growth & Income Fund	26.41%	—	Jan 1995	AIVSX vs IGIAX

Lowest Volatility Alternatives to AIVSX

AIVSX has 12.46% 1-year volatility. There are 270 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.26%	—	Jun 2013	AIVSX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.26%	—	Mar 2021	AIVSX vs SVPFX
AUEIX	AQR Large Cap Defensive Style Fund	7.91%	—	Jul 2012	AIVSX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	7.91%	—	Jul 2012	AIVSX vs QUERX
FULVX	Fidelity U.S. Low Volatility Equity Fund	8.38%	—	Nov 2019	AIVSX vs FULVX

Lowest Drawdown Alternatives to AIVSX

AIVSX has a 1-year max drawdown of -10.08%. There are 274 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-1.33%	—	Mar 2021	AIVSX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	AIVSX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	AIVSX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	AIVSX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	AIVSX vs QUERX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, RGAGX, AWSHX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	85	9.98%	—	Jul 1975	AIVSX vs ABALX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	35	10.24%	—	Dec 1973	AIVSX vs RGAGX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	5.89%	—	Jul 1952	AIVSX vs AWSHX
RERGX	American Funds EuroPacific Growth Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities	40	12.33%	—	—	AIVSX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities	75	15.14%	—	Jan 1978	AIVSX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Large Cap Growth Equities, Global Equities	29	7.38%	—	Mar 1973	AIVSX vs ANWPX
GFFFX	American Funds The Growth Fund of America	Large Cap Growth Equities	34	10.19%	—	Dec 1973	AIVSX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	53	6.34%	—	Dec 1973	AIVSX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	27	6.34%	—	Jan 1967	AIVSX vs AMCPX
ABNFX	American Funds The Bond Fund of America® Class F-2	Intermediate Core Bond	21	0.19%	—	Aug 2008	AIVSX vs ABNFX

Often Compared With AIVSX

Investors most often compare AIVSX with AGTHX, SPY, VOO. These 19 comparison targets span 12 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	34	10.09%	—	Dec 1973	AIVSX vs AGTHX
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	AIVSX vs SPY
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	AIVSX vs VOO
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	80	19.01%	94.95B	Oct 2011	AIVSX vs SCHD
VT	Vanguard Total World Stock ETF	Global Equities	67	12.24%	90.20B	Jun 2008	AIVSX vs VT
AFMFX	American Funds American Mutual Fund Class F-3	Large Cap Value Equities	42	6.78%	—	Feb 1950	AIVSX vs AFMFX
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Small Cap Growth Equities	56	19.25%	1.70B	Sep 2010	AIVSX vs IVOG
ANEFX	American Funds The New Economy Fund	Global Equities	88	22.90%	—	Nov 1983	AIVSX vs ANEFX
MBXAX	Catalyst/Millburn Hedge Strategy Fund	Macro Trading	90	12.96%	—	Dec 2015	AIVSX vs MBXAX
JVASX	JPMorgan Value Advantage Fund	Large Cap Value Equities	32	7.20%	—	Feb 2005	AIVSX vs JVASX
RICGX	The Investment Company of America Class R-6	Large Cap Blend Equities	57	11.03%	—	Jan 1934	AIVSX vs RICGX
QQQ	Invesco QQQ ETF	Nasdaq-100	73	21.30%	493.99B	Mar 1999	AIVSX vs QQQ
VUG	Vanguard Growth ETF	Large Cap Growth Equities	43	9.49%	365.00B	Jan 2004	AIVSX vs VUG
FOCPX	Fidelity OTC Portfolio	Large Cap Growth Equities	93	27.59%	—	Dec 1984	AIVSX vs FOCPX
JGYIX	John Hancock Global Shareholder Yield Fund	Global Equities	92	19.04%	—	Feb 2007	AIVSX vs JGYIX
OPOCX	Invesco Discovery Fund	Small Cap Growth Equities	71	30.98%	—	Sep 1986	AIVSX vs OPOCX
CWGIX	American Funds Capital World Growth and Income Fun...	Global Equities	74	16.44%	—	Mar 1993	AIVSX vs CWGIX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	50	10.20%	—	May 2015	AIVSX vs SSHQX
SMCWX	American Funds SMALLCAP World Fund Class A	Foreign Small & Mid Cap Equities, Mid Cap Growth Equities	35	12.78%	—	Apr 1990	AIVSX vs SMCWX

Compare AIVSX with Any Fund or Stock

Compare AIVSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair AIVSX with funds that move differently

American Funds Investment Company of America Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AIVSX.

Explore AIVSX Diversifiers

American Funds Investment Company of America Class A (AIVSX) Alternatives