PortfoliosLab logoPortfoliosLab logo
AIVGX vs. AMECX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AIVGX vs. AMECX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds International Vantage Fund (AIVGX) and American Funds The Income Fund of America Class A (AMECX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

AIVGX vs. AMECX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
AIVGX
American Funds International Vantage Fund
-2.62%28.36%1.36%16.30%-16.86%9.48%16.37%3.80%
AMECX
American Funds The Income Fund of America Class A
2.83%17.77%10.84%6.79%-6.40%17.37%4.49%2.89%

Returns By Period

In the year-to-date period, AIVGX achieves a -2.62% return, which is significantly lower than AMECX's 2.83% return.


AIVGX

1D
3.03%
1M
-6.76%
YTD
-2.62%
6M
-0.14%
1Y
16.11%
3Y*
9.93%
5Y*
5.69%
10Y*

AMECX

1D
1.33%
1M
-4.18%
YTD
2.83%
6M
5.30%
1Y
15.39%
3Y*
12.45%
5Y*
8.08%
10Y*
8.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


AIVGX vs. AMECX - Expense Ratio Comparison

AIVGX has a 0.59% expense ratio, which is higher than AMECX's 0.56% expense ratio.


Return for Risk

AIVGX vs. AMECX — Risk / Return Rank

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

AIVGX
AIVGX Risk / Return Rank: 4848
Overall Rank
AIVGX Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
AIVGX Sortino Ratio Rank: 4545
Sortino Ratio Rank
AIVGX Omega Ratio Rank: 4444
Omega Ratio Rank
AIVGX Calmar Ratio Rank: 5050
Calmar Ratio Rank
AIVGX Martin Ratio Rank: 5050
Martin Ratio Rank

AMECX
AMECX Risk / Return Rank: 8484
Overall Rank
AMECX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
AMECX Sortino Ratio Rank: 8585
Sortino Ratio Rank
AMECX Omega Ratio Rank: 8383
Omega Ratio Rank
AMECX Calmar Ratio Rank: 8080
Calmar Ratio Rank
AMECX Martin Ratio Rank: 8686
Martin Ratio Rank
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.

AIVGX vs. AMECX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds International Vantage Fund (AIVGX) and American Funds The Income Fund of America Class A (AMECX). 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.


AIVGXAMECXDifference

Sharpe ratio

Return per unit of total volatility

1.04

1.65

-0.62

Sortino ratio

Return per unit of downside risk

1.41

2.27

-0.86

Omega ratio

Gain probability vs. loss probability

1.20

1.34

-0.14

Calmar ratio

Return relative to maximum drawdown

1.36

1.97

-0.61

Martin ratio

Return relative to average drawdown

5.35

9.13

-3.78

AIVGX vs. AMECX - Sharpe Ratio Comparison

The current AIVGX Sharpe Ratio is 1.04, which is lower than the AMECX Sharpe Ratio of 1.65. The chart below compares the historical Sharpe Ratios of AIVGX and AMECX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


AIVGXAMECXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.04

1.65

-0.62

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.37

0.86

-0.49

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.79

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.72

-0.25

Correlation

The correlation between AIVGX and AMECX 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. AMECX - Dividend Comparison

AIVGX's dividend yield for the trailing twelve months is around 3.55%, less than AMECX's 9.73% yield.


TTM20252024202320222021202020192018201720162015
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%
AMECX
American Funds The Income Fund of America Class A
9.73%9.94%6.38%2.93%6.98%6.67%2.80%5.01%7.48%4.26%3.09%5.09%

Drawdowns

AIVGX vs. AMECX - Drawdown Comparison

The maximum AIVGX drawdown since its inception was -31.04%, smaller than the maximum AMECX drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for AIVGX and AMECX.


Loading graphics...

Drawdown Indicators


AIVGXAMECXDifference

Max Drawdown

Largest peak-to-trough decline

-31.04%

-41.92%

+10.88%

Max Drawdown (1Y)

Largest decline over 1 year

-11.58%

-8.19%

-3.39%

Max Drawdown (5Y)

Largest decline over 5 years

-31.04%

-15.78%

-15.26%

Max Drawdown (10Y)

Largest decline over 10 years

-26.13%

Current Drawdown

Current decline from peak

-8.71%

-4.48%

-4.23%

Average Drawdown

Average peak-to-trough decline

-7.10%

-4.46%

-2.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.94%

1.77%

+1.17%

Volatility

AIVGX vs. AMECX - Volatility Comparison

American Funds International Vantage Fund (AIVGX) has a higher volatility of 7.43% compared to American Funds The Income Fund of America Class A (AMECX) at 3.35%. This indicates that AIVGX's price experiences larger fluctuations and is considered to be riskier than AMECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


AIVGXAMECXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.43%

3.35%

+4.08%

Volatility (6M)

Calculated over the trailing 6-month period

11.23%

5.64%

+5.59%

Volatility (1Y)

Calculated over the trailing 1-year period

16.38%

9.54%

+6.84%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.35%

9.45%

+5.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.74%

10.67%

+6.07%