AIVGX vs. AIVSX
Compare and contrast key facts about American Funds International Vantage Fund (AIVGX) and American Funds Investment Company of America Class A (AIVSX).
AIVGX 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
AIVGX vs. AIVSX - Performance Comparison
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AIVGX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AIVGX American Funds International Vantage Fund | -2.62% | 28.36% | 1.36% | 16.30% | -16.86% | 9.48% | 16.37% | 3.80% |
AIVSX American Funds Investment Company of America Class A | -4.87% | 20.47% | 24.90% | 28.56% | -15.50% | 25.10% | 14.47% | 4.90% |
Returns By Period
In the year-to-date period, AIVGX achieves a -2.62% return, which is significantly higher than AIVSX's -4.87% return.
AIVGX
- 1D
- 3.03%
- 1M
- -6.76%
- YTD
- -2.62%
- 6M
- -0.14%
- 1Y
- 16.11%
- 3Y*
- 9.93%
- 5Y*
- 5.69%
- 10Y*
- —
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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AIVGX vs. AIVSX - Expense Ratio Comparison
AIVGX has a 0.59% expense ratio, which is higher than AIVSX's 0.57% expense ratio.
Return for Risk
AIVGX vs. AIVSX — Risk / Return Rank
AIVGX
AIVSX
AIVGX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds International Vantage Fund (AIVGX) 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.
| AIVGX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.04 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.59 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.72 | -0.36 |
Martin ratioReturn relative to average drawdown | 5.35 | 7.16 | -1.81 |
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
| AIVGX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.04 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.78 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.67 | -0.20 |
Correlation
The correlation between AIVGX and AIVSX is 0.78, 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
AIVGX vs. AIVSX - Dividend Comparison
AIVGX's dividend yield for the trailing twelve months is around 3.55%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVGX American Funds International Vantage Fund | 3.55% | 3.46% | 1.66% | 1.53% | 1.43% | 2.84% | 2.65% | 5.86% | 0.00% | 0.00% | 0.00% | 0.00% |
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
AIVGX vs. AIVSX - Drawdown Comparison
The maximum AIVGX drawdown since its inception was -31.04%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for AIVGX and AIVSX.
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Drawdown Indicators
| AIVGX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.04% | -50.90% | +19.86% |
Max Drawdown (1Y)Largest decline over 1 year | -11.58% | -10.76% | -0.82% |
Max Drawdown (5Y)Largest decline over 5 years | -31.04% | -24.31% | -6.73% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.09% | — |
Current DrawdownCurrent decline from peak | -8.71% | -7.34% | -1.37% |
Average DrawdownAverage peak-to-trough decline | -7.10% | -5.93% | -1.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 2.59% | +0.35% |
Volatility
AIVGX vs. AIVSX - Volatility Comparison
American Funds International Vantage Fund (AIVGX) has a higher volatility of 7.43% compared to American Funds Investment Company of America Class A (AIVSX) at 5.75%. This indicates that AIVGX'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
| AIVGX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.43% | 5.75% | +1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 9.93% | +1.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.38% | 17.56% | -1.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.35% | 15.96% | -0.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.74% | 16.55% | +0.19% |