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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AFMFX or AIVSX.
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.
Performance
AFMFX vs. AIVSX - Performance Comparison
Key characteristics
AFMFX:
1.11
AIVSX:
1.24
AFMFX:
1.43
AIVSX:
1.54
AFMFX:
1.22
AIVSX:
1.26
AFMFX:
1.21
AIVSX:
1.67
AFMFX:
6.42
AIVSX:
8.82
AFMFX:
1.82%
AIVSX:
2.07%
AFMFX:
10.60%
AIVSX:
14.78%
AFMFX:
-29.79%
AIVSX:
-50.56%
AFMFX:
-8.37%
AIVSX:
-9.24%
Returns By Period
In the year-to-date period, AFMFX achieves a 10.48% return, which is significantly lower than AIVSX's 17.45% return.
AFMFX
10.48%
-7.41%
1.83%
11.25%
8.94%
N/A
AIVSX
17.45%
-6.09%
2.68%
17.94%
12.86%
11.01%
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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.
Risk-Adjusted Performance
AFMFX vs. AIVSX - Risk-Adjusted Performance 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.
Dividends
AFMFX vs. AIVSX - Dividend Comparison
AFMFX's dividend yield for the trailing twelve months is around 1.41%, more than AIVSX's 0.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFMFX American Funds American Mutual Fund Class F-3 | 1.41% | 2.43% | 2.33% | 1.93% | 2.22% | 2.31% | 2.56% | 2.28% | 0.00% | 0.00% | 0.00% | 0.00% |
AIVSX American Funds Investment Company of America Class A | 0.80% | 1.44% | 1.50% | 1.20% | 1.40% | 1.93% | 2.17% | 1.68% | 1.89% | 3.06% | 11.66% | 9.04% |
Drawdowns
AFMFX vs. AIVSX - Drawdown Comparison
The maximum AFMFX drawdown since its inception was -29.79%, smaller than the maximum AIVSX drawdown of -50.56%. Use the drawdown chart below to compare losses from any high point for AFMFX and AIVSX. For additional features, visit the drawdowns tool.
Volatility
AFMFX vs. AIVSX - Volatility Comparison
The current volatility for American Funds American Mutual Fund Class F-3 (AFMFX) is 6.18%, while American Funds Investment Company of America Class A (AIVSX) has a volatility of 9.29%. 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.