AIVSX vs. ABNFX
Compare and contrast key facts about American Funds Investment Company of America Class A (AIVSX) and American Funds The Bond Fund of America® Class F-2 (ABNFX).
AIVSX is managed by American Funds. It was launched on Jan 1, 1934. ABNFX is managed by American Funds. It was launched on Aug 4, 2008.
Performance
AIVSX vs. ABNFX - Performance Comparison
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AIVSX vs. ABNFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIVSX American Funds Investment Company of America Class A | -4.87% | 20.47% | 24.90% | 28.56% | -15.50% | 25.10% | 14.47% | 24.10% | -8.21% | 19.54% |
ABNFX American Funds The Bond Fund of America® Class F-2 | -0.55% | 7.42% | 1.42% | 4.29% | -13.08% | -0.88% | 10.86% | 8.08% | 0.15% | 3.48% |
Returns By Period
In the year-to-date period, AIVSX achieves a -4.87% return, which is significantly lower than ABNFX's -0.55% return. Over the past 10 years, AIVSX has outperformed ABNFX with an annualized return of 12.88%, while ABNFX has yielded a comparatively lower 1.95% annualized return.
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%
ABNFX
- 1D
- 0.27%
- 1M
- -1.74%
- YTD
- -0.55%
- 6M
- 0.27%
- 1Y
- 3.61%
- 3Y*
- 3.18%
- 5Y*
- -0.01%
- 10Y*
- 1.95%
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AIVSX vs. ABNFX - Expense Ratio Comparison
AIVSX has a 0.57% expense ratio, which is higher than ABNFX's 0.35% expense ratio.
Return for Risk
AIVSX vs. ABNFX — Risk / Return Rank
AIVSX
ABNFX
AIVSX vs. ABNFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Investment Company of America Class A (AIVSX) and American Funds The Bond Fund of America® Class F-2 (ABNFX). 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.
| AIVSX | ABNFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.90 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.29 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.16 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.52 | +0.20 |
Martin ratioReturn relative to average drawdown | 7.16 | 4.34 | +2.81 |
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
| AIVSX | ABNFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.90 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | -0.00 | +0.79 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.40 | +0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.65 | +0.02 |
Correlation
The correlation between AIVSX and ABNFX is -0.12. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
AIVSX vs. ABNFX - Dividend Comparison
AIVSX's dividend yield for the trailing twelve months is around 11.17%, more than ABNFX's 4.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ABNFX American Funds The Bond Fund of America® Class F-2 | 4.01% | 4.37% | 4.55% | 3.19% | 2.37% | 2.07% | 5.15% | 3.72% | 2.65% | 2.10% | 2.31% | 2.24% |
Drawdowns
AIVSX vs. ABNFX - Drawdown Comparison
The maximum AIVSX drawdown since its inception was -50.90%, which is greater than ABNFX's maximum drawdown of -17.69%. Use the drawdown chart below to compare losses from any high point for AIVSX and ABNFX.
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Drawdown Indicators
| AIVSX | ABNFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.90% | -17.69% | -33.21% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -2.94% | -7.82% |
Max Drawdown (5Y)Largest decline over 5 years | -24.31% | -17.65% | -6.66% |
Max Drawdown (10Y)Largest decline over 10 years | -31.09% | -17.69% | -13.40% |
Current DrawdownCurrent decline from peak | -7.34% | -2.65% | -4.69% |
Average DrawdownAverage peak-to-trough decline | -5.93% | -3.30% | -2.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 1.03% | +1.56% |
Volatility
AIVSX vs. ABNFX - Volatility Comparison
American Funds Investment Company of America Class A (AIVSX) has a higher volatility of 5.75% compared to American Funds The Bond Fund of America® Class F-2 (ABNFX) at 1.49%. This indicates that AIVSX's price experiences larger fluctuations and is considered to be riskier than ABNFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIVSX | ABNFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.75% | 1.49% | +4.26% |
Volatility (6M)Calculated over the trailing 6-month period | 9.93% | 2.49% | +7.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.56% | 4.39% | +13.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.96% | 5.91% | +10.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.55% | 4.87% | +11.68% |