AICFX vs. FSKAX
Compare and contrast key facts about The Investment Company of America Class F-1 (AICFX) and Fidelity Total Market Index Fund (FSKAX).
AICFX is an actively managed fund by American Funds. It was launched on Jan 2, 1934. FSKAX is managed by Fidelity.
Performance
AICFX vs. FSKAX - Performance Comparison
Loading graphics...
AICFX vs. FSKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AICFX The Investment Company of America Class F-1 | -7.72% | 20.40% | 24.82% | 28.47% | -15.55% | 25.02% | 14.41% | 23.99% | -7.03% | 19.40% |
FSKAX Fidelity Total Market Index Fund | -6.77% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 20.85% |
Returns By Period
In the year-to-date period, AICFX achieves a -7.72% return, which is significantly lower than FSKAX's -6.77% return. Both investments have delivered pretty close results over the past 10 years, with AICFX having a 12.61% annualized return and FSKAX not far ahead at 13.23%.
AICFX
- 1D
- -0.31%
- 1M
- -8.81%
- YTD
- -7.72%
- 6M
- -5.67%
- 1Y
- 14.57%
- 3Y*
- 18.77%
- 5Y*
- 11.95%
- 10Y*
- 12.61%
FSKAX
- 1D
- -0.47%
- 1M
- -7.69%
- YTD
- -6.77%
- 6M
- -4.56%
- 1Y
- 14.73%
- 3Y*
- 16.72%
- 5Y*
- 10.13%
- 10Y*
- 13.23%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AICFX vs. FSKAX - Expense Ratio Comparison
AICFX has a 0.63% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Return for Risk
AICFX vs. FSKAX — Risk / Return Rank
AICFX
FSKAX
AICFX vs. FSKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Investment Company of America Class F-1 (AICFX) and Fidelity Total Market Index Fund (FSKAX). 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.
| AICFX | FSKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.83 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.29 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.19 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 1.04 | +0.13 |
Martin ratioReturn relative to average drawdown | 4.96 | 5.05 | -0.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AICFX | FSKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.83 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.59 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.72 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.78 | -0.24 |
Correlation
The correlation between AICFX and FSKAX is 0.97, 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
AICFX vs. FSKAX - Dividend Comparison
AICFX's dividend yield for the trailing twelve months is around 11.48%, more than FSKAX's 1.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AICFX The Investment Company of America Class F-1 | 11.48% | 10.58% | 9.26% | 4.92% | 6.06% | 6.89% | 1.60% | 6.10% | 11.19% | 7.00% | 5.40% | 8.90% |
FSKAX Fidelity Total Market Index Fund | 1.09% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
Drawdowns
AICFX vs. FSKAX - Drawdown Comparison
The maximum AICFX drawdown since its inception was -50.91%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for AICFX and FSKAX.
Loading graphics...
Drawdown Indicators
| AICFX | FSKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.91% | -35.01% | -15.90% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -12.42% | +1.66% |
Max Drawdown (5Y)Largest decline over 5 years | -24.36% | -25.39% | +1.03% |
Max Drawdown (10Y)Largest decline over 10 years | -31.09% | -35.01% | +3.92% |
Current DrawdownCurrent decline from peak | -10.09% | -8.92% | -1.17% |
Average DrawdownAverage peak-to-trough decline | -7.14% | -4.05% | -3.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 2.57% | -0.02% |
Volatility
AICFX vs. FSKAX - Volatility Comparison
The Investment Company of America Class F-1 (AICFX) and Fidelity Total Market Index Fund (FSKAX) have volatilities of 4.60% and 4.42%, 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.
Loading graphics...
Volatility by Period
| AICFX | FSKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.60% | 4.42% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 9.45% | 9.40% | +0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.35% | 18.50% | -1.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.91% | 17.38% | -1.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.51% | 18.42% | -1.91% |