AGTHX vs. AIVSX
Compare and contrast key facts about American Funds The Growth Fund of America Class A (AGTHX) and American Funds Investment Company of America Class A (AIVSX).
AGTHX is managed by Equity. It was launched on Dec 1, 1973. 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: AGTHX or AIVSX.
Correlation
The correlation between AGTHX and AIVSX is 0.88, 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
AGTHX vs. AIVSX - Performance Comparison
Key characteristics
AGTHX:
0.44
AIVSX:
0.59
AGTHX:
0.76
AIVSX:
0.94
AGTHX:
1.11
AIVSX:
1.14
AGTHX:
0.46
AIVSX:
0.62
AGTHX:
1.76
AIVSX:
2.64
AGTHX:
5.61%
AIVSX:
4.12%
AGTHX:
22.54%
AIVSX:
18.31%
AGTHX:
-65.31%
AIVSX:
-50.43%
AGTHX:
-14.64%
AIVSX:
-11.72%
Returns By Period
In the year-to-date period, AGTHX achieves a -8.96% return, which is significantly lower than AIVSX's -6.59% return. Over the past 10 years, AGTHX has outperformed AIVSX with an annualized return of 11.36%, while AIVSX has yielded a comparatively lower 10.61% annualized return.
AGTHX
-8.96%
-7.61%
-5.82%
6.93%
13.14%
11.36%
AIVSX
-6.59%
-6.86%
-5.19%
8.20%
15.53%
10.61%
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AGTHX vs. AIVSX - Expense Ratio Comparison
AGTHX has a 0.61% expense ratio, which is higher than AIVSX's 0.57% expense ratio.
Risk-Adjusted Performance
AGTHX vs. AIVSX — Risk-Adjusted Performance Rank
AGTHX
AIVSX
AGTHX vs. AIVSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Growth Fund of America Class A (AGTHX) 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
AGTHX vs. AIVSX - Dividend Comparison
AGTHX's dividend yield for the trailing twelve months is around 9.87%, more than AIVSX's 1.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 9.87% | 8.99% | 6.81% | 0.75% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% | 9.90% |
AIVSX American Funds Investment Company of America Class A | 1.15% | 1.07% | 1.44% | 1.50% | 1.20% | 1.40% | 1.93% | 2.17% | 1.68% | 1.89% | 3.08% | 11.76% |
Drawdowns
AGTHX vs. AIVSX - Drawdown Comparison
The maximum AGTHX drawdown since its inception was -65.31%, which is greater than AIVSX's maximum drawdown of -50.43%. Use the drawdown chart below to compare losses from any high point for AGTHX and AIVSX. For additional features, visit the drawdowns tool.
Volatility
AGTHX vs. AIVSX - Volatility Comparison
American Funds The Growth Fund of America Class A (AGTHX) has a higher volatility of 15.27% compared to American Funds Investment Company of America Class A (AIVSX) at 13.01%. This indicates that AGTHX'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.