AEPGX vs. AIVSX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class A (AEPGX) and American Funds Investment Company of America Class A (AIVSX).
AEPGX is managed by American Funds. It was launched on Apr 16, 1984. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
AEPGX vs. AIVSX - Performance Comparison
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AEPGX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | -2.93% | 28.88% | 2.63% | 15.65% | -23.06% | -1.64% | 24.80% | 26.94% | -15.21% | 30.74% |
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, AEPGX achieves a -2.93% return, which is significantly higher than AIVSX's -4.87% return. Over the past 10 years, AEPGX has underperformed AIVSX with an annualized return of 7.45%, while AIVSX has yielded a comparatively higher 12.88% annualized return.
AEPGX
- 1D
- 2.75%
- 1M
- -8.20%
- YTD
- -2.93%
- 6M
- 0.77%
- 1Y
- 21.14%
- 3Y*
- 10.59%
- 5Y*
- 2.11%
- 10Y*
- 7.45%
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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AEPGX vs. AIVSX - Expense Ratio Comparison
AEPGX has a 0.80% expense ratio, which is higher than AIVSX's 0.57% expense ratio.
Return for Risk
AEPGX vs. AIVSX — Risk / Return Rank
AEPGX
AIVSX
AEPGX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class A (AEPGX) 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.
| AEPGX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 1.04 | +0.31 |
Sortino ratioReturn per unit of downside risk | 1.83 | 1.59 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.72 | -0.08 |
Martin ratioReturn relative to average drawdown | 6.22 | 7.16 | -0.93 |
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
| AEPGX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.04 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.78 | -0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.78 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.67 | -0.17 |
Correlation
The correlation between AEPGX and AIVSX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AEPGX vs. AIVSX - Dividend Comparison
AEPGX's dividend yield for the trailing twelve months is around 14.10%, more than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | 14.10% | 13.69% | 4.56% | 3.57% | 1.72% | 5.15% | 0.17% | 2.79% | 6.33% | 4.66% | 1.24% | 3.05% |
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
AEPGX vs. AIVSX - Drawdown Comparison
The maximum AEPGX drawdown since its inception was -53.98%, which is greater than AIVSX's maximum drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for AEPGX and AIVSX.
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Drawdown Indicators
| AEPGX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.98% | -50.90% | -3.08% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -10.76% | -1.80% |
Max Drawdown (5Y)Largest decline over 5 years | -38.22% | -24.31% | -13.91% |
Max Drawdown (10Y)Largest decline over 10 years | -38.50% | -31.09% | -7.41% |
Current DrawdownCurrent decline from peak | -10.16% | -7.34% | -2.82% |
Average DrawdownAverage peak-to-trough decline | -11.52% | -5.93% | -5.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 2.59% | +0.72% |
Volatility
AEPGX vs. AIVSX - Volatility Comparison
American Funds EuroPacific Growth Fund Class A (AEPGX) has a higher volatility of 7.25% compared to American Funds Investment Company of America Class A (AIVSX) at 5.75%. This indicates that AEPGX's price experiences larger fluctuations and is considered to be riskier 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
| AEPGX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 5.75% | +1.50% |
Volatility (6M)Calculated over the trailing 6-month period | 11.54% | 9.93% | +1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 17.56% | -1.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.55% | 15.96% | +0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.82% | 16.55% | +0.27% |