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 0.55% annually. There are 149 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
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	AIVSX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 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 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 40. There are 279 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	96	—	Mar 2021	AIVSX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	92	17.20B	Dec 2004	AIVSX vs VPCCX
POGSX	Pin Oak Equity	92	—	Aug 1992	AIVSX vs POGSX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	AIVSX vs GTLOX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	90	92.00B	Nov 2001	AIVSX vs VPMAX

Top Performing AIVSX Alternatives (YTD)

AIVSX is at 10.23% YTD. There are 238 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.55%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	26.55%	17.20B	Dec 2004	AIVSX vs VPCCX
IGIAX	Integrity ESG Growth & Income Fund	25.50%	—	Jan 1995	AIVSX vs IGIAX
POGRX	PRIMECAP Odyssey Growth Fund	25.47%	—	Nov 2004	AIVSX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	23.05%	—	Dec 2015	AIVSX vs RESGX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	22.83%	92.00B	Nov 2001	AIVSX vs VPMAX

Lowest Volatility Alternatives to AIVSX

AIVSX has 13.18% 1-year volatility. There are 273 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.24%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.24%	—	Mar 2021	AIVSX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	2.27%	—	Jun 2013	AIVSX vs ORDNX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.24%	—	Jul 2012	AIVSX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.26%	—	Jul 2012	AIVSX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.71%	—	Aug 2018	AIVSX vs JEPIX

Lowest Drawdown Alternatives to AIVSX

AIVSX has a 1-year max drawdown of -10.08%. There are 275 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	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, AWSHX, RGAGX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	80	8.96%	—	Jul 1975	AIVSX vs ABALX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	44	8.02%	—	Jul 1952	AIVSX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	23	8.63%	—	Dec 1973	AIVSX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	41	10.80%	—	May 2009	AIVSX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	61	13.86%	—	Aug 1978	AIVSX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	25	6.70%	—	Mar 1973	AIVSX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	23	8.56%	—	Dec 1973	AIVSX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	65	6.88%	—	Dec 1973	AIVSX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	20	6.63%	—	Jan 1967	AIVSX vs AMCPX
CAIBX	American Funds Capital Income Builder Class A	Diversified Portfolio	77	9.00%	—	Jul 1987	AIVSX vs CAIBX

Often Compared With AIVSX

Investors most often compare AIVSX with AGTHX, SPY, VOO. These 19 comparison targets span 11 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	22	8.45%	—	Dec 1973	AIVSX vs AGTHX
SPY	State Street SPDR S&P 500 ETF	S&P 500	65	10.67%	783.21B	Jan 1993	AIVSX vs SPY
VOO	Vanguard S&P 500 ETF	S&P 500	66	10.72%	1.70T	Sep 2010	AIVSX vs VOO
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	91	22.44%	98.55B	Oct 2011	AIVSX vs SCHD
AFMFX	American Funds American Mutual Fund Class F-3	Large Cap Value Equities	55	9.27%	—	Feb 1950	AIVSX vs AFMFX
VT	Vanguard Total World Stock ETF	Global Equities	63	11.34%	95.30B	Jun 2008	AIVSX vs VT
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Mid Cap Growth Equities	54	17.11%	1.80B	Sep 2010	AIVSX vs IVOG
ANEFX	American Funds The New Economy Fund	Global Equities	77	18.44%	—	Nov 1983	AIVSX vs ANEFX
JVASX	JPMorgan Value Advantage Fund	Large Cap Value Equities	56	12.01%	—	Feb 2005	AIVSX vs JVASX
MBXAX	Catalyst/Millburn Hedge Strategy Fund	Macro Trading	88	13.48%	—	Dec 2015	AIVSX vs MBXAX
QQQ	Invesco QQQ ETF	Nasdaq-100	53	15.19%	481.14B	Mar 1999	AIVSX vs QQQ
RICGX	The Investment Company of America Class R-6	Large Cap Blend Equities	41	10.39%	—	Jan 1934	AIVSX vs RICGX
VUG	Vanguard Growth ETF	Large Cap Growth Equities	30	6.69%	393.80B	Jan 2004	AIVSX vs VUG
JGYIX	John Hancock Global Shareholder Yield Fund	Global Equities	93	18.40%	—	Feb 2007	AIVSX vs JGYIX
CWGIX	American Funds Capital World Growth and Income Fun...	Global Equities	66	14.41%	—	Mar 1993	AIVSX vs CWGIX
OPOCX	Invesco Discovery Fund	Small Cap Growth Equities	72	28.35%	—	Sep 1986	AIVSX vs OPOCX
FOCPX	Fidelity OTC Portfolio	Large Cap Growth Equities	87	26.07%	—	Dec 1984	AIVSX vs FOCPX
AMRMX	American Funds American Mutual Fund Class A	Large Cap Blend Equities	53	9.08%	—	Feb 1950	AIVSX vs AMRMX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	83	13.63%	—	May 2015	AIVSX vs SSHQX

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