AHITX vs. AIVSX
Compare and contrast key facts about American Funds American High-Income Trust (AHITX) and American Funds Investment Company of America Class A (AIVSX).
AHITX is managed by American Funds. It was launched on Feb 19, 1988. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
AHITX vs. AIVSX - Performance Comparison
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AHITX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AHITX American Funds American High-Income Trust | -0.53% | 8.28% | 9.45% | 11.43% | -10.38% | 8.32% | 7.01% | 11.86% | -1.80% | 7.30% |
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% | 19.54% |
Returns By Period
In the year-to-date period, AHITX achieves a -0.53% return, which is significantly higher than AIVSX's -4.87% return. Over the past 10 years, AHITX has underperformed AIVSX with an annualized return of 6.12%, while AIVSX has yielded a comparatively higher 12.88% annualized return.
AHITX
- 1D
- 0.62%
- 1M
- -1.61%
- YTD
- -0.53%
- 6M
- 0.64%
- 1Y
- 6.32%
- 3Y*
- 8.48%
- 5Y*
- 4.42%
- 10Y*
- 6.12%
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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AHITX vs. AIVSX - Expense Ratio Comparison
AHITX has a 0.69% expense ratio, which is higher than AIVSX's 0.57% expense ratio.
Return for Risk
AHITX vs. AIVSX — Risk / Return Rank
AHITX
AIVSX
AHITX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American High-Income Trust (AHITX) 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.
| AHITX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.53 | 1.04 | +0.49 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.59 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.23 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.03 | 1.72 | +0.31 |
Martin ratioReturn relative to average drawdown | 8.61 | 7.16 | +1.46 |
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
| AHITX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.53 | 1.04 | +0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.78 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.12 | 0.78 | +0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.42 | 0.67 | +0.75 |
Correlation
The correlation between AHITX and AIVSX is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
AHITX vs. AIVSX - Dividend Comparison
AHITX's dividend yield for the trailing twelve months is around 5.86%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AHITX American Funds American High-Income Trust | 5.86% | 6.26% | 6.25% | 5.87% | 4.17% | 4.27% | 5.81% | 6.19% | 6.31% | 5.99% | 5.05% | 6.92% |
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
AHITX vs. AIVSX - Drawdown Comparison
The maximum AHITX drawdown since its inception was -34.81%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for AHITX and AIVSX.
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Drawdown Indicators
| AHITX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.81% | -50.90% | +16.09% |
Max Drawdown (1Y)Largest decline over 1 year | -3.38% | -10.76% | +7.38% |
Max Drawdown (5Y)Largest decline over 5 years | -13.93% | -24.31% | +10.38% |
Max Drawdown (10Y)Largest decline over 10 years | -21.22% | -31.09% | +9.87% |
Current DrawdownCurrent decline from peak | -1.81% | -7.34% | +5.53% |
Average DrawdownAverage peak-to-trough decline | -2.68% | -5.93% | +3.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.80% | 2.59% | -1.79% |
Volatility
AHITX vs. AIVSX - Volatility Comparison
The current volatility for American Funds American High-Income Trust (AHITX) is 1.37%, while American Funds Investment Company of America Class A (AIVSX) has a volatility of 5.75%. This indicates that AHITX 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
| AHITX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.37% | 5.75% | -4.38% |
Volatility (6M)Calculated over the trailing 6-month period | 2.35% | 9.93% | -7.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.30% | 17.56% | -13.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.93% | 15.96% | -11.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.48% | 16.55% | -11.07% |