AICCX vs. POGSX

Last updated Jul 22, 2026

AICCX (American Funds Investment Company of America Class C) and POGSX (Pin Oak Equity) are both Large Cap Blend Equities funds. Over the past 10 years, AICCX returned 12.83%/yr vs 13.85%/yr for POGSX. Their correlation of 0.86 suggests significant overlap in exposure. AICCX charges 1.31%/yr vs 0.91%/yr for POGSX.

Performance

AICCX vs. POGSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Investment Company of America Class C (AICCX) and Pin Oak Equity (POGSX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AICCX achieves a 8.49% return, which is significantly lower than POGSX's 18.95% return. Over the past 10 years, AICCX has underperformed POGSX with an annualized return of 12.83%, while POGSX has yielded a comparatively higher 13.85% annualized return.

AICCX

• 1D: 0.65%
• 1M: -0.75%
• 6M: 8.77%
• YTD: 8.49%
• 1Y: 15.52%
• 3Y*: 20.26%
• 5Y*: 13.33%
• 10Y*: 12.83%
• ALL TIME*: 8.76%

POGSX

• 1D: -0.25%
• 1M: 1.56%
• 6M: 17.22%
• YTD: 18.95%
• 1Y: 33.78%
• 3Y*: 26.15%
• 5Y*: 11.95%
• 10Y*: 13.85%
• ALL TIME*: 8.96%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AICCX American Funds Investment Company of America Class C	$0.00	$0.00	$0.00

AICCX vs. POGSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AICCX American Funds Investment Company of America Class C	8.49%	19.57%	23.96%	27.58%	-16.13%	24.16%	13.62%	23.13%	-8.93%	18.58%
POGSX Pin Oak Equity	18.95%	27.41%	18.99%	27.16%	-25.10%	21.42%	10.60%	27.72%	-6.15%	15.14%

Correlation

The correlation between AICCX and POGSX is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.81
Correlation (3Y) Calculated over the trailing 3-year period	0.87
Correlation (5Y) Calculated over the trailing 5-year period	0.90
Correlation (10Y) Calculated over the trailing 10-year period	0.90
Correlation (All Time) Calculated using the full available price history since Jan 2, 2002	0.86

The correlation between AICCX and POGSX has been stable across timeframes, ranging from 0.81 to 0.90 - a consistent structural relationship.

Return for Risk

AICCX vs. POGSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AICCX

AICCX Risk / Return Rank: 34
AICCX Sharpe Ratio Rank: 33
AICCX Sortino Ratio Rank: 31
AICCX Omega Ratio Rank: 33
AICCX Calmar Ratio Rank: 30
AICCX Martin Ratio Rank: 41

POGSX

POGSX Risk / Return Rank: 90
POGSX Sharpe Ratio Rank: 85
POGSX Sortino Ratio Rank: 89
POGSX Omega Ratio Rank: 86
POGSX Calmar Ratio Rank: 94
POGSX Martin Ratio Rank: 94

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AICCX vs. POGSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Investment Company of America Class C (AICCX) and Pin Oak Equity (POGSX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AICCX	POGSX	Difference
Sharpe ratio: Return per unit of total volatility	1.18	2.24	-1.07
Sortino ratio: Return per unit of downside risk	1.68	3.81	-2.13
Omega ratio: Gain probability vs. loss probability	1.22	1.47	-0.26
Calmar ratio: Return relative to maximum drawdown	1.52	4.29	-2.77
Martin ratio: Return relative to average drawdown	6.53	15.35	-8.82

AICCX vs. POGSX - Sharpe Ratio Comparison

The current AICCX Sharpe Ratio is 1.18, which is lower than the POGSX Sharpe Ratio of 2.24. The chart below compares the historical Sharpe Ratios of AICCX and POGSX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AICCX vs. POGSX - Drawdown Comparison

The maximum AICCX drawdown since its inception was -51.43%, smaller than the maximum POGSX drawdown of -89.46%. Use the drawdown chart below to compare losses from any high point for AICCX and POGSX.

Drawdown Indicators

	AICCX	POGSX	Difference
Max Drawdown Largest peak-to-trough decline	-51.43%	-89.46%	+38.03%
Max Drawdown (1Y) Largest decline over 1 year	-10.22%	-8.03%	-2.19%
Max Drawdown (3Y) Largest decline over 3 years	-17.49%	-15.76%	-1.73%
Max Drawdown (5Y) Largest decline over 5 years	-24.75%	-29.81%	+5.06%
Max Drawdown (10Y) Largest decline over 10 years	-31.13%	-33.05%	+1.92%
Current Drawdown Current decline from peak	-1.87%	-1.32%	-0.55%
Average Drawdown Average peak-to-trough decline	-7.66%	-36.59%	+28.93%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.38%	2.24%	+0.14%

Volatility

AICCX vs. POGSX - Volatility Comparison

American Funds Investment Company of America Class C (AICCX) and Pin Oak Equity (POGSX) have volatilities of 3.03% and 2.98%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AICCX	POGSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.03%	2.98%	+0.05%
Volatility (6M) Calculated over the trailing 6-month period	10.67%	12.94%	-2.27%
Volatility (1Y) Calculated over the trailing 1-year period	13.25%	15.40%	-2.15%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.10%	17.79%	-1.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.58%	18.42%	-1.84%

AICCX vs. POGSX - Expense Ratio Comparison

AICCX has a 1.31% expense ratio, which is higher than POGSX's 0.91% expense ratio.

Dividends

AICCX vs. POGSX - Dividend Comparison

AICCX's dividend yield for the trailing twelve months is around 8.62%, less than POGSX's 15.97% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AICCX American Funds Investment Company of America Class C	8.62%	10.02%	8.68%	4.33%	5.37%	6.31%	1.01%	5.48%	8.75%	6.36%	4.75%	8.36%
POGSX Pin Oak Equity	15.97%	8.85%	17.87%	8.21%	0.15%	10.93%	4.60%	3.22%	2.94%	1.79%	2.03%	3.83%

Frequently Asked Questions

Can I hold both AICCX and POGSX in my portfolio?

AICCX and POGSX have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AICCX or POGSX?

AICCX has higher volatility (3.03%) compared to POGSX (2.98%). In terms of maximum drawdown, AICCX dropped -51.43% vs POGSX's -89.46%.

Which has better risk-adjusted returns?

POGSX currently has the higher Sharpe Ratio (2.24 vs 1.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.