AFMBX vs. AIVSX
Compare and contrast key facts about American Funds American Balanced Fund Class F-3 (AFMBX) and American Funds Investment Company of America Class A (AIVSX).
AFMBX is managed by American Funds. It was launched on Jul 26, 1975. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
AFMBX vs. AIVSX - Performance Comparison
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AFMBX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AFMBX American Funds American Balanced Fund Class F-3 | -2.79% | 18.82% | 15.36% | 13.89% | -11.83% | 16.12% | 11.17% | 18.96% | -3.07% | 10.06% |
AIVSX American Funds Investment Company of America Class A | -7.68% | 20.47% | 24.90% | 28.56% | -15.50% | 25.10% | 14.47% | 24.10% | -8.21% | 12.11% |
Returns By Period
In the year-to-date period, AFMBX achieves a -2.79% return, which is significantly higher than AIVSX's -7.68% return.
AFMBX
- 1D
- -0.11%
- 1M
- -6.77%
- YTD
- -2.79%
- 6M
- 1.01%
- 1Y
- 15.69%
- 3Y*
- 13.85%
- 5Y*
- 8.39%
- 10Y*
- —
AIVSX
- 1D
- -0.31%
- 1M
- -8.80%
- YTD
- -7.68%
- 6M
- -5.63%
- 1Y
- 14.65%
- 3Y*
- 18.86%
- 5Y*
- 12.03%
- 10Y*
- 12.54%
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AFMBX vs. AIVSX - Expense Ratio Comparison
AFMBX has a 0.25% expense ratio, which is lower than AIVSX's 0.57% expense ratio.
Return for Risk
AFMBX vs. AIVSX — Risk / Return Rank
AFMBX
AIVSX
AFMBX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund Class F-3 (AFMBX) 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.
| AFMBX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.46 | 0.87 | +0.59 |
Sortino ratioReturn per unit of downside risk | 2.14 | 1.35 | +0.79 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.20 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 1.18 | +0.87 |
Martin ratioReturn relative to average drawdown | 8.76 | 5.00 | +3.76 |
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
| AFMBX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 0.87 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.76 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.76 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.67 | +0.17 |
Correlation
The correlation between AFMBX and AIVSX is 0.95, 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
AFMBX vs. AIVSX - Dividend Comparison
AFMBX's dividend yield for the trailing twelve months is around 8.86%, less than AIVSX's 11.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFMBX American Funds American Balanced Fund Class F-3 | 8.86% | 8.57% | 7.51% | 2.27% | 2.63% | 4.60% | 4.65% | 3.78% | 5.81% | 4.94% | 0.00% | 0.00% |
AIVSX American Funds Investment Company of America Class A | 11.51% | 10.60% | 9.29% | 4.96% | 6.12% | 6.94% | 1.65% | 6.15% | 9.61% | 7.08% | 5.48% | 8.95% |
Drawdowns
AFMBX vs. AIVSX - Drawdown Comparison
The maximum AFMBX drawdown since its inception was -22.34%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for AFMBX and AIVSX.
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Drawdown Indicators
| AFMBX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.34% | -50.90% | +28.56% |
Max Drawdown (1Y)Largest decline over 1 year | -7.34% | -10.76% | +3.42% |
Max Drawdown (5Y)Largest decline over 5 years | -18.58% | -24.31% | +5.73% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.09% | — |
Current DrawdownCurrent decline from peak | -6.98% | -10.08% | +3.10% |
Average DrawdownAverage peak-to-trough decline | -3.25% | -5.93% | +2.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 2.54% | -0.82% |
Volatility
AFMBX vs. AIVSX - Volatility Comparison
The current volatility for American Funds American Balanced Fund Class F-3 (AFMBX) is 3.26%, while American Funds Investment Company of America Class A (AIVSX) has a volatility of 4.60%. This indicates that AFMBX 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
| AFMBX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 4.60% | -1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 6.74% | 9.45% | -2.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.10% | 17.34% | -6.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.42% | 15.91% | -5.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.16% | 16.52% | -5.36% |