AICFX vs. SSSYX
Compare and contrast key facts about The Investment Company of America Class F-1 (AICFX) and State Street Equity 500 Index Fund Class K (SSSYX).
AICFX is an actively managed fund by American Funds. It was launched on Jan 2, 1934. SSSYX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014.
Performance
AICFX vs. SSSYX - Performance Comparison
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AICFX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AICFX The Investment Company of America Class F-1 | -4.89% | 20.40% | 24.82% | 28.47% | -15.55% | 25.02% | 14.41% | 23.99% | -7.03% | 19.40% |
SSSYX State Street Equity 500 Index Fund Class K | -4.34% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 18.31% | 31.38% | -4.38% | 21.61% |
Returns By Period
In the year-to-date period, AICFX achieves a -4.89% return, which is significantly lower than SSSYX's -4.34% return. Over the past 10 years, AICFX has underperformed SSSYX with an annualized return of 12.95%, while SSSYX has yielded a comparatively higher 14.02% annualized return.
AICFX
- 1D
- 3.06%
- 1M
- -5.90%
- YTD
- -4.89%
- 6M
- -3.23%
- 1Y
- 17.57%
- 3Y*
- 19.97%
- 5Y*
- 12.38%
- 10Y*
- 12.95%
SSSYX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.15%
- 1Y
- 17.29%
- 3Y*
- 18.28%
- 5Y*
- 11.75%
- 10Y*
- 14.02%
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AICFX vs. SSSYX - Expense Ratio Comparison
AICFX has a 0.63% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
AICFX vs. SSSYX — Risk / Return Rank
AICFX
SSSYX
AICFX vs. SSSYX - 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 State Street Equity 500 Index Fund Class K (SSSYX). 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 | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.97 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.49 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.52 | +0.19 |
Martin ratioReturn relative to average drawdown | 7.11 | 7.30 | -0.19 |
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
| AICFX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.97 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.70 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.11 | +0.67 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.11 | +0.44 |
Correlation
The correlation between AICFX and SSSYX 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. SSSYX - Dividend Comparison
AICFX's dividend yield for the trailing twelve months is around 11.14%, more than SSSYX's 1.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AICFX The Investment Company of America Class F-1 | 11.14% | 10.58% | 9.26% | 4.92% | 6.06% | 6.89% | 1.60% | 6.10% | 11.19% | 7.00% | 5.40% | 8.90% |
SSSYX State Street Equity 500 Index Fund Class K | 1.51% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
Drawdowns
AICFX vs. SSSYX - Drawdown Comparison
The maximum AICFX drawdown since its inception was -50.91%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for AICFX and SSSYX.
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Drawdown Indicators
| AICFX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.91% | -91.48% | +40.57% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -12.10% | +1.34% |
Max Drawdown (5Y)Largest decline over 5 years | -24.36% | -24.49% | +0.13% |
Max Drawdown (10Y)Largest decline over 10 years | -31.09% | -91.48% | +60.39% |
Current DrawdownCurrent decline from peak | -7.34% | -6.22% | -1.12% |
Average DrawdownAverage peak-to-trough decline | -7.14% | -4.20% | -2.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 2.52% | +0.07% |
Volatility
AICFX vs. SSSYX - Volatility Comparison
The Investment Company of America Class F-1 (AICFX) has a higher volatility of 5.75% compared to State Street Equity 500 Index Fund Class K (SSSYX) at 5.34%. This indicates that AICFX's price experiences larger fluctuations and is considered to be riskier than SSSYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AICFX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.75% | 5.34% | +0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 9.93% | 9.53% | +0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.57% | 18.29% | -0.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.97% | 16.89% | -0.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.54% | 124.43% | -107.89% |