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

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to AIVSX

AIVSX charges 0.57% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among AIVSX alternatives.

Symbol	Name	Expense Ratio	Inception
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	AIVSX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	Jun 27, 2016	AIVSX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	AIVSX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	Feb 2, 2016	AIVSX vs FLCPX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	Sep 17, 2014	AIVSX vs SSSYX

Best Risk-Adjusted Alternatives to AIVSX

Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	93	Nov 12, 2001	AIVSX vs VPMAX
POGSX	Pin Oak Equity	91	Aug 3, 1992	AIVSX vs POGSX
SGOIX	First Eagle Overseas Fund Class I	89	—	AIVSX vs SGOIX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	88	Jan 2, 1990	AIVSX vs PAGRX
DHAMX	Centre American Select Equity Fund	87	Dec 21, 2011	AIVSX vs DHAMX

Top Performing AIVSX Alternatives (YTD)

AIVSX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQEIX	GQG Partners US Select Quality Equity Fund	9.81%	Sep 28, 2018	AIVSX vs GQEIX
NWAUX	Nationwide GQG US Quality Equity Fund	9.70%	Jan 24, 2021	AIVSX vs NWAUX
YFSIX	AMG Yacktman Global Fund	8.16%	Jan 30, 2017	AIVSX vs YFSIX
MUHLX	Muhlenkamp Fund	6.53%	Nov 1, 1988	AIVSX vs MUHLX
RCKSX	Rock Oak Core Growth Fund	6.05%	Dec 31, 2004	AIVSX vs RCKSX

Lowest Volatility Alternatives to AIVSX

AIVSX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.63%	Jun 28, 2013	AIVSX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	8.02%	Mar 28, 2021	AIVSX vs SVPFX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	10.78%	Mar 20, 2025	AIVSX vs FGJEX
FEQHX	Fidelity Hedged Equity Fund	10.94%	Sep 8, 2022	AIVSX vs FEQHX
QUERX	AQR Large Cap Defensive Style Fund Class R6	12.03%	Jul 9, 2012	AIVSX vs QUERX

Lowest Drawdown Alternatives to AIVSX

AIVSX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	Jun 28, 2013	AIVSX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-5.22%	Mar 28, 2021	AIVSX vs SVPFX
FEQHX	Fidelity Hedged Equity Fund	-7.40%	Sep 8, 2022	AIVSX vs FEQHX
FNSTX	Fidelity Infrastructure Fund	-8.43%	Nov 5, 2019	AIVSX vs FNSTX
GQEIX	GQG Partners US Select Quality Equity Fund	-8.67%	Sep 28, 2018	AIVSX vs GQEIX

Other Mutual Funds from American Funds

Most popular American Funds mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	81	-2.86%	Jul 26, 1975	AIVSX vs ABALX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	30	-11.15%	Dec 1, 1973	AIVSX vs RGAGX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	-5.27%	Jul 31, 1952	AIVSX vs AWSHX
RERGX	American Funds EuroPacific Growth Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities	57	-5.45%	—	AIVSX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities	70	-6.13%	Jan 8, 1978	AIVSX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Large Cap Growth Equities, Global Equities	38	-8.14%	Mar 13, 1973	AIVSX vs ANWPX
GFFFX	American Funds The Growth Fund of America	Large Cap Growth Equities	29	-11.18%	Dec 1, 1973	AIVSX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend, Actively Managed	81	1.48%	Dec 1, 1973	AIVSX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	23	-11.82%	Jan 5, 1967	AIVSX vs AMCPX
ABNFX	American Funds The Bond Fund of America® Class F-2	Intermediate Core Bond	52	-0.82%	Aug 4, 2008	AIVSX vs ABNFX

Often Compared With AIVSX

What investors most often compare with AIVSX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	29	-11.22%	Dec 1, 1973	AIVSX vs AGTHX
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	AIVSX vs SPY
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	AIVSX vs VOO
AFMFX	American Funds American Mutual Fund Class F-3	Large Cap Value Equities	39	-3.07%	Feb 21, 1950	AIVSX vs AFMFX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	52	12.79%	Oct 20, 2011	AIVSX vs SCHD
VT	Vanguard Total World Stock ETF	Global Equities	77	-1.71%	Jun 24, 2008	AIVSX vs VT
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Small Cap Growth Equities	63	4.02%	Sep 7, 2010	AIVSX vs IVOG
ANEFX	American Funds The New Economy Fund	Global Equities	75	-8.49%	Nov 30, 1983	AIVSX vs ANEFX
MBXAX	Catalyst/Millburn Hedge Strategy Fund	Macro Trading	67	7.93%	Dec 27, 2015	AIVSX vs MBXAX
FOCPX	Fidelity OTC Portfolio	Large Cap Growth Equities	74	-7.78%	Dec 31, 1984	AIVSX vs FOCPX
OPOCX	Invesco Discovery Fund	Small Cap Growth Equities	77	0.98%	Sep 11, 1986	AIVSX vs OPOCX
JVASX	JPMorgan Value Advantage Fund	Large Cap Value Equities	17	-2.27%	Feb 28, 2005	AIVSX vs JVASX
JGYIX	John Hancock Global Shareholder Yield Fund	Global Equities	86	3.82%	Feb 28, 2007	AIVSX vs JGYIX
RICGX	The Investment Company of America Class R-6	Large Cap Blend Equities	49	-7.63%	Jan 1, 1934	AIVSX vs RICGX
VUG	Vanguard Growth ETF	Large Cap Growth Equities	50	-10.37%	Nov 13, 2000	AIVSX vs VUG
QQQ	Invesco QQQ ETF	Large Cap Growth Equities	69	-5.93%	Mar 10, 1999	AIVSX vs QQQ
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	65	0.51%	May 29, 2015	AIVSX vs SSHQX
IGIAX	Integrity ESG Growth & Income Fund	Large Cap Blend Equities	59	-1.83%	Jan 3, 1995	AIVSX vs IGIAX
SMCWX	American Funds SMALLCAP World Fund Class A	Foreign Small & Mid Cap Equities, Mid Cap Growth Equities	45	-4.37%	Apr 30, 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.

Symbol name

American Funds Investment Company of America Class A

Symbol name