AAMTX vs. AIVSX
Compare and contrast key facts about American Funds 2055 Target Date Retirement Fund (AAMTX) and American Funds Investment Company of America Class A (AIVSX).
AAMTX is managed by American Funds. It was launched on Jan 31, 2010. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
AAMTX vs. AIVSX - Performance Comparison
Loading graphics...
AAMTX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAMTX American Funds 2055 Target Date Retirement Fund | -3.36% | 20.37% | 15.16% | 21.03% | -19.75% | 16.94% | 19.06% | 24.60% | -5.95% | 22.20% |
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, AAMTX achieves a -3.36% return, which is significantly higher than AIVSX's -4.87% return. Over the past 10 years, AAMTX has underperformed AIVSX with an annualized return of 10.79%, while AIVSX has yielded a comparatively higher 12.88% annualized return.
AAMTX
- 1D
- 2.68%
- 1M
- -6.45%
- YTD
- -3.36%
- 6M
- -0.85%
- 1Y
- 17.95%
- 3Y*
- 15.12%
- 5Y*
- 7.61%
- 10Y*
- 10.79%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AAMTX vs. AIVSX - Expense Ratio Comparison
AAMTX has a 0.33% expense ratio, which is lower than AIVSX's 0.57% expense ratio.
Return for Risk
AAMTX vs. AIVSX — Risk / Return Rank
AAMTX
AIVSX
AAMTX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2055 Target Date Retirement Fund (AAMTX) 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.
| AAMTX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.04 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.82 | 1.59 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 1.72 | +0.09 |
Martin ratioReturn relative to average drawdown | 7.75 | 7.16 | +0.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AAMTX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.04 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.78 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.78 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.67 | +0.04 |
Correlation
The correlation between AAMTX and AIVSX is 0.97, 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
AAMTX vs. AIVSX - Dividend Comparison
AAMTX's dividend yield for the trailing twelve months is around 5.90%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAMTX American Funds 2055 Target Date Retirement Fund | 5.90% | 5.70% | 3.22% | 2.22% | 6.92% | 4.15% | 2.98% | 3.92% | 4.46% | 2.18% | 3.19% | 4.06% |
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
AAMTX vs. AIVSX - Drawdown Comparison
The maximum AAMTX drawdown since its inception was -29.32%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for AAMTX and AIVSX.
Loading graphics...
Drawdown Indicators
| AAMTX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.32% | -50.90% | +21.58% |
Max Drawdown (1Y)Largest decline over 1 year | -10.16% | -10.76% | +0.60% |
Max Drawdown (5Y)Largest decline over 5 years | -27.34% | -24.31% | -3.03% |
Max Drawdown (10Y)Largest decline over 10 years | -29.32% | -31.09% | +1.77% |
Current DrawdownCurrent decline from peak | -7.29% | -7.34% | +0.05% |
Average DrawdownAverage peak-to-trough decline | -4.32% | -5.93% | +1.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 2.59% | -0.22% |
Volatility
AAMTX vs. AIVSX - Volatility Comparison
American Funds 2055 Target Date Retirement Fund (AAMTX) and American Funds Investment Company of America Class A (AIVSX) have volatilities of 5.54% and 5.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AAMTX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.54% | 5.75% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 9.31% | 9.93% | -0.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.18% | 17.56% | -2.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.51% | 15.96% | -1.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.98% | 16.55% | -1.57% |