AAETX vs. AIVSX
Compare and contrast key facts about American Funds 2030 Target Date Retirement Fund (AAETX) and American Funds Investment Company of America Class A (AIVSX).
AAETX 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
AAETX vs. AIVSX - Performance Comparison
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AAETX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAETX American Funds 2030 Target Date Retirement Fund | -1.39% | 15.41% | 10.50% | 14.08% | -14.74% | 12.79% | 14.81% | 19.64% | -4.56% | 18.11% |
AIVSX American Funds Investment Company of America Class A | -4.87% | 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, AAETX achieves a -1.39% return, which is significantly higher than AIVSX's -4.87% return. Over the past 10 years, AAETX has underperformed AIVSX with an annualized return of 8.52%, while AIVSX has yielded a comparatively higher 12.88% annualized return.
AAETX
- 1D
- 1.60%
- 1M
- -4.11%
- YTD
- -1.39%
- 6M
- 0.48%
- 1Y
- 12.43%
- 3Y*
- 11.17%
- 5Y*
- 5.88%
- 10Y*
- 8.52%
AIVSX
- 1D
- 3.05%
- 1M
- -5.90%
- YTD
- -4.87%
- 6M
- -3.21%
- 1Y
- 17.66%
- 3Y*
- 20.05%
- 5Y*
- 12.46%
- 10Y*
- 12.88%
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AAETX vs. AIVSX - Expense Ratio Comparison
AAETX has a 0.33% expense ratio, which is lower than AIVSX's 0.57% expense ratio.
Return for Risk
AAETX vs. AIVSX — Risk / Return Rank
AAETX
AIVSX
AAETX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2030 Target Date Retirement Fund (AAETX) 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.
| AAETX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 1.04 | +0.38 |
Sortino ratioReturn per unit of downside risk | 2.07 | 1.59 | +0.48 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.23 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 1.72 | +0.26 |
Martin ratioReturn relative to average drawdown | 8.41 | 7.16 | +1.25 |
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
| AAETX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 1.04 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.78 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.78 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.67 | -0.18 |
Correlation
The correlation between AAETX and AIVSX is 0.96, 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
AAETX vs. AIVSX - Dividend Comparison
AAETX's dividend yield for the trailing twelve months is around 6.42%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAETX American Funds 2030 Target Date Retirement Fund | 6.42% | 6.33% | 3.73% | 2.69% | 4.39% | 6.47% | 3.57% | 3.95% | 4.46% | 2.46% | 3.46% | 5.52% |
AIVSX American Funds Investment Company of America Class A | 11.17% | 10.60% | 9.29% | 4.96% | 6.12% | 6.94% | 1.65% | 6.15% | 9.61% | 7.08% | 5.48% | 8.95% |
Drawdowns
AAETX vs. AIVSX - Drawdown Comparison
The maximum AAETX drawdown since its inception was -49.49%, roughly equal to the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for AAETX and AIVSX.
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Drawdown Indicators
| AAETX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.49% | -50.90% | +1.41% |
Max Drawdown (1Y)Largest decline over 1 year | -6.53% | -10.76% | +4.23% |
Max Drawdown (5Y)Largest decline over 5 years | -21.01% | -24.31% | +3.30% |
Max Drawdown (10Y)Largest decline over 10 years | -22.37% | -31.09% | +8.72% |
Current DrawdownCurrent decline from peak | -4.56% | -7.34% | +2.78% |
Average DrawdownAverage peak-to-trough decline | -6.46% | -5.93% | -0.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.54% | 2.59% | -1.05% |
Volatility
AAETX vs. AIVSX - Volatility Comparison
The current volatility for American Funds 2030 Target Date Retirement Fund (AAETX) is 3.47%, while American Funds Investment Company of America Class A (AIVSX) has a volatility of 5.75%. This indicates that AAETX 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
| AAETX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 5.75% | -2.28% |
Volatility (6M)Calculated over the trailing 6-month period | 5.56% | 9.93% | -4.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.10% | 17.56% | -8.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.72% | 15.96% | -6.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.66% | 16.55% | -5.89% |