ACGIX vs. VAFAX

In the year-to-date period, ACGIX achieves a 23.04% return, which is significantly lower than VAFAX's 34.97% return. Over the past 10 years, ACGIX has outperformed VAFAX with an annualized return of 8.62%, while VAFAX has yielded a comparatively lower 5.06% annualized return.

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ACGIX has a 0.80% expense ratio, which is lower than VAFAX's 0.95% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Growth and Income Fund (ACGIX) and Invesco American Franchise Fund Class A (VAFAX). 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.

The current ACGIX Sharpe Ratio is 2.74, which is comparable to the VAFAX Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of ACGIX and VAFAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ACGIX's dividend yield for the trailing twelve months is around 1.20%, while VAFAX has not paid dividends to shareholders.

The maximum ACGIX drawdown since its inception was -55.39%, roughly equal to the maximum VAFAX drawdown of -54.26%. Use the drawdown chart below to compare losses from any high point for ACGIX and VAFAX. For additional features, visit the drawdowns tool.

The current volatility for Invesco Growth and Income Fund (ACGIX) is 4.41%, while Invesco American Franchise Fund Class A (VAFAX) has a volatility of 5.50%. This indicates that ACGIX experiences smaller price fluctuations and is considered to be less risky than VAFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.