AFMFX vs. AIVSX
Compare and contrast key facts about American Funds American Mutual Fund Class F-3 (AFMFX) and American Funds Investment Company of America Class A (AIVSX).
AFMFX is managed by American Funds. It was launched on Feb 21, 1950. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
AFMFX vs. AIVSX - Performance Comparison
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AFMFX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AFMFX American Funds American Mutual Fund Class F-3 | -1.26% | 16.43% | 15.30% | 9.77% | -4.19% | 23.64% | 5.04% | 21.90% | -1.98% | 11.75% |
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% | 12.34% |
Returns By Period
In the year-to-date period, AFMFX achieves a -1.26% return, which is significantly higher than AIVSX's -4.87% return.
AFMFX
- 1D
- 1.87%
- 1M
- -6.02%
- YTD
- -1.26%
- 6M
- -0.03%
- 1Y
- 12.00%
- 3Y*
- 13.01%
- 5Y*
- 9.64%
- 10Y*
- —
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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AFMFX vs. AIVSX - Expense Ratio Comparison
AFMFX has a 0.27% expense ratio, which is lower than AIVSX's 0.57% expense ratio.
Return for Risk
AFMFX vs. AIVSX — Risk / Return Rank
AFMFX
AIVSX
AFMFX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Mutual Fund Class F-3 (AFMFX) 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.
| AFMFX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.04 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.59 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.72 | -0.44 |
Martin ratioReturn relative to average drawdown | 5.52 | 7.16 | -1.64 |
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
| AFMFX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.04 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.78 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.67 | +0.03 |
Correlation
The correlation between AFMFX and AIVSX is 0.91, 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
AFMFX vs. AIVSX - Dividend Comparison
AFMFX's dividend yield for the trailing twelve months is around 8.00%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFMFX American Funds American Mutual Fund Class F-3 | 8.00% | 7.86% | 6.60% | 4.06% | 5.20% | 3.58% | 2.22% | 4.89% | 6.75% | 6.25% | 0.00% | 0.00% |
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
AFMFX vs. AIVSX - Drawdown Comparison
The maximum AFMFX drawdown since its inception was -29.79%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for AFMFX and AIVSX.
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Drawdown Indicators
| AFMFX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.79% | -50.90% | +21.11% |
Max Drawdown (1Y)Largest decline over 1 year | -10.21% | -10.76% | +0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -15.16% | -24.31% | +9.15% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.09% | — |
Current DrawdownCurrent decline from peak | -6.18% | -7.34% | +1.16% |
Average DrawdownAverage peak-to-trough decline | -2.94% | -5.93% | +2.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 2.59% | -0.22% |
Volatility
AFMFX vs. AIVSX - Volatility Comparison
The current volatility for American Funds American Mutual Fund Class F-3 (AFMFX) is 4.04%, while American Funds Investment Company of America Class A (AIVSX) has a volatility of 5.75%. This indicates that AFMFX 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
| AFMFX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.04% | 5.75% | -1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 7.56% | 9.93% | -2.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.90% | 17.56% | -3.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.49% | 15.96% | -3.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.57% | 16.55% | -1.98% |