AABTX vs. AIVSX
Compare and contrast key facts about American Funds 2015 Target Date Retirement Fund (AABTX) and American Funds Investment Company of America Class A (AIVSX).
AABTX is managed by American Funds. It was launched on Jan 31, 2007. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
AABTX vs. AIVSX - Performance Comparison
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AABTX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AABTX American Funds 2015 Target Date Retirement Fund | 0.08% | 13.11% | 8.07% | 9.23% | -10.56% | 9.95% | 9.63% | 14.47% | -2.98% | 10.84% |
AIVSX American Funds Investment Company of America Class A | -4.18% | 20.47% | 24.90% | 28.56% | -15.50% | 25.10% | 14.47% | 24.10% | -8.21% | 19.54% |
Returns By Period
In the year-to-date period, AABTX achieves a 0.08% return, which is significantly higher than AIVSX's -4.18% return. Over the past 10 years, AABTX has underperformed AIVSX with an annualized return of 6.34%, while AIVSX has yielded a comparatively higher 12.96% annualized return.
AABTX
- 1D
- 0.23%
- 1M
- -2.13%
- YTD
- 0.08%
- 6M
- 1.63%
- 1Y
- 10.13%
- 3Y*
- 9.15%
- 5Y*
- 5.01%
- 10Y*
- 6.34%
AIVSX
- 1D
- 0.72%
- 1M
- -4.09%
- YTD
- -4.18%
- 6M
- -2.66%
- 1Y
- 17.88%
- 3Y*
- 20.34%
- 5Y*
- 12.62%
- 10Y*
- 12.96%
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AABTX vs. AIVSX - Expense Ratio Comparison
AABTX has a 0.33% expense ratio, which is lower than AIVSX's 0.57% expense ratio.
Return for Risk
AABTX vs. AIVSX — Risk / Return Rank
AABTX
AIVSX
AABTX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2015 Target Date Retirement Fund (AABTX) and American Funds Investment Company of America Class A (AIVSX). 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.
| AABTX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.06 | +0.53 |
Sortino ratioReturn per unit of downside risk | 2.19 | 1.62 | +0.57 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.23 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.19 | 1.77 | +0.43 |
Martin ratioReturn relative to average drawdown | 8.63 | 7.25 | +1.38 |
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
| AABTX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.06 | +0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.79 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.79 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.67 | -0.15 |
Correlation
The correlation between AABTX and AIVSX is 0.92, 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
AABTX vs. AIVSX - Dividend Comparison
AABTX's dividend yield for the trailing twelve months is around 7.56%, less than AIVSX's 11.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AABTX American Funds 2015 Target Date Retirement Fund | 7.56% | 7.57% | 5.27% | 3.52% | 3.72% | 4.95% | 4.07% | 4.05% | 4.28% | 2.71% | 3.02% | 5.56% |
AIVSX American Funds Investment Company of America Class A | 11.09% | 10.60% | 9.29% | 4.96% | 6.12% | 6.94% | 1.65% | 6.15% | 9.61% | 7.08% | 5.48% | 8.95% |
Drawdowns
AABTX vs. AIVSX - Drawdown Comparison
The maximum AABTX drawdown since its inception was -42.44%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for AABTX and AIVSX.
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Drawdown Indicators
| AABTX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.44% | -50.90% | +8.46% |
Max Drawdown (1Y)Largest decline over 1 year | -4.74% | -10.08% | +5.34% |
Max Drawdown (5Y)Largest decline over 5 years | -16.21% | -24.31% | +8.10% |
Max Drawdown (10Y)Largest decline over 10 years | -16.58% | -31.09% | +14.51% |
Current DrawdownCurrent decline from peak | -3.31% | -6.67% | +3.36% |
Average DrawdownAverage peak-to-trough decline | -4.79% | -5.93% | +1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.21% | 2.62% | -1.41% |
Volatility
AABTX vs. AIVSX - Volatility Comparison
The current volatility for American Funds 2015 Target Date Retirement Fund (AABTX) is 2.41%, while American Funds Investment Company of America Class A (AIVSX) has a volatility of 5.75%. This indicates that AABTX experiences smaller price fluctuations and is considered to be less risky than AIVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AABTX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.41% | 5.75% | -3.34% |
Volatility (6M)Calculated over the trailing 6-month period | 3.88% | 9.95% | -6.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.46% | 17.57% | -11.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.92% | 15.96% | -9.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.25% | 16.55% | -9.30% |