AGVHX vs. AIVSX
Compare and contrast key facts about American Funds Global Insight Fund (AGVHX) and American Funds Investment Company of America Class A (AIVSX).
AGVHX is managed by American Funds. It was launched on Mar 31, 2011. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
AGVHX vs. AIVSX - Performance Comparison
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AGVHX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AGVHX American Funds Global Insight Fund | -3.56% | 22.87% | 10.44% | 18.56% | -15.20% | 13.88% | 16.00% | 4.16% |
AIVSX American Funds Investment Company of America Class A | -4.18% | 20.47% | 24.90% | 28.56% | -15.50% | 25.10% | 14.47% | 4.90% |
Returns By Period
In the year-to-date period, AGVHX achieves a -3.56% return, which is significantly higher than AIVSX's -4.18% return.
AGVHX
- 1D
- 2.97%
- 1M
- -6.65%
- YTD
- -3.56%
- 6M
- -1.26%
- 1Y
- 16.95%
- 3Y*
- 13.03%
- 5Y*
- 7.43%
- 10Y*
- —
AIVSX
- 1D
- 0.72%
- 1M
- -4.09%
- YTD
- -4.18%
- 6M
- -2.66%
- 1Y
- 17.88%
- 3Y*
- 20.34%
- 5Y*
- 12.62%
- 10Y*
- 12.96%
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AGVHX vs. AIVSX - Expense Ratio Comparison
AGVHX has a 0.47% expense ratio, which is lower than AIVSX's 0.57% expense ratio.
Return for Risk
AGVHX vs. AIVSX — Risk / Return Rank
AGVHX
AIVSX
AGVHX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Global Insight Fund (AGVHX) 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.
| AGVHX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 1.06 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.68 | 1.62 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.77 | -0.12 |
Martin ratioReturn relative to average drawdown | 6.91 | 7.25 | -0.34 |
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
| AGVHX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 1.06 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.79 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.67 | -0.10 |
Correlation
The correlation between AGVHX and AIVSX is 0.94, 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
AGVHX vs. AIVSX - Dividend Comparison
AGVHX's dividend yield for the trailing twelve months is around 1.22%, less than AIVSX's 11.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGVHX American Funds Global Insight Fund | 1.22% | 1.18% | 1.27% | 1.53% | 1.48% | 0.86% | 0.79% | 2.88% | 0.00% | 0.00% | 0.00% | 0.00% |
AIVSX American Funds Investment Company of America Class A | 11.09% | 10.60% | 9.29% | 4.96% | 6.12% | 6.94% | 1.65% | 6.15% | 9.61% | 7.08% | 5.48% | 8.95% |
Drawdowns
AGVHX vs. AIVSX - Drawdown Comparison
The maximum AGVHX drawdown since its inception was -29.73%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for AGVHX and AIVSX.
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Drawdown Indicators
| AGVHX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.73% | -50.90% | +21.17% |
Max Drawdown (1Y)Largest decline over 1 year | -10.56% | -10.08% | -0.48% |
Max Drawdown (5Y)Largest decline over 5 years | -25.52% | -24.31% | -1.21% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.09% | — |
Current DrawdownCurrent decline from peak | -7.90% | -6.67% | -1.23% |
Average DrawdownAverage peak-to-trough decline | -5.19% | -5.93% | +0.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 2.62% | -0.11% |
Volatility
AGVHX vs. AIVSX - Volatility Comparison
American Funds Global Insight Fund (AGVHX) has a higher volatility of 6.20% compared to American Funds Investment Company of America Class A (AIVSX) at 5.75%. This indicates that AGVHX'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
| AGVHX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.20% | 5.75% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 9.98% | 9.95% | +0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.26% | 17.57% | -2.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 15.96% | -1.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.17% | 16.55% | +0.62% |