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AIVSX vs. AFMFX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AIVSX and AFMFX is 0.91, 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.


-0.50.00.51.00.9

Performance

AIVSX vs. AFMFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Investment Company of America Class A (AIVSX) and American Funds American Mutual Fund Class F-3 (AFMFX). The values are adjusted to include any dividend payments, if applicable.

0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
2.68%
1.83%
AIVSX
AFMFX

Key characteristics

Sharpe Ratio

AIVSX:

1.24

AFMFX:

1.11

Sortino Ratio

AIVSX:

1.54

AFMFX:

1.43

Omega Ratio

AIVSX:

1.26

AFMFX:

1.22

Calmar Ratio

AIVSX:

1.67

AFMFX:

1.21

Martin Ratio

AIVSX:

8.82

AFMFX:

6.42

Ulcer Index

AIVSX:

2.07%

AFMFX:

1.82%

Daily Std Dev

AIVSX:

14.78%

AFMFX:

10.60%

Max Drawdown

AIVSX:

-50.56%

AFMFX:

-29.79%

Current Drawdown

AIVSX:

-9.24%

AFMFX:

-8.37%

Returns By Period

In the year-to-date period, AIVSX achieves a 17.45% return, which is significantly higher than AFMFX's 10.48% return.


AIVSX

YTD

17.45%

1M

-6.09%

6M

2.68%

1Y

17.94%

5Y*

12.86%

10Y*

11.01%

AFMFX

YTD

10.48%

1M

-7.41%

6M

1.83%

1Y

11.25%

5Y*

8.94%

10Y*

N/A

Compare stocks, funds, or ETFs

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


AIVSX vs. AFMFX - Expense Ratio Comparison

AIVSX has a 0.57% expense ratio, which is higher than AFMFX's 0.27% expense ratio.


AIVSX
American Funds Investment Company of America Class A
Expense ratio chart for AIVSX: current value at 0.57% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.57%
Expense ratio chart for AFMFX: current value at 0.27% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.27%

Risk-Adjusted Performance

AIVSX vs. AFMFX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Investment Company of America Class A (AIVSX) and American Funds American Mutual Fund Class F-3 (AFMFX). 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.


Sharpe ratio
The chart of Sharpe ratio for AIVSX, currently valued at 1.24, compared to the broader market-1.000.001.002.003.004.001.241.11
The chart of Sortino ratio for AIVSX, currently valued at 1.54, compared to the broader market-2.000.002.004.006.008.0010.001.541.43
The chart of Omega ratio for AIVSX, currently valued at 1.26, compared to the broader market0.501.001.502.002.503.003.501.261.22
The chart of Calmar ratio for AIVSX, currently valued at 1.67, compared to the broader market0.002.004.006.008.0010.0012.001.671.21
The chart of Martin ratio for AIVSX, currently valued at 8.82, compared to the broader market0.0020.0040.0060.008.826.42
AIVSX
AFMFX

The current AIVSX Sharpe Ratio is 1.24, which is comparable to the AFMFX Sharpe Ratio of 1.11. The chart below compares the historical Sharpe Ratios of AIVSX and AFMFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.24
1.11
AIVSX
AFMFX

Dividends

AIVSX vs. AFMFX - Dividend Comparison

AIVSX's dividend yield for the trailing twelve months is around 0.80%, less than AFMFX's 1.41% yield.


TTM20232022202120202019201820172016201520142013
AIVSX
American Funds Investment Company of America Class A
0.80%1.44%1.50%1.20%1.40%1.93%2.17%1.68%1.89%3.06%11.66%9.04%
AFMFX
American Funds American Mutual Fund Class F-3
1.41%2.43%2.33%1.93%2.22%2.31%2.56%2.28%0.00%0.00%0.00%0.00%

Drawdowns

AIVSX vs. AFMFX - Drawdown Comparison

The maximum AIVSX drawdown since its inception was -50.56%, which is greater than AFMFX's maximum drawdown of -29.79%. Use the drawdown chart below to compare losses from any high point for AIVSX and AFMFX. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-9.24%
-8.37%
AIVSX
AFMFX

Volatility

AIVSX vs. AFMFX - Volatility Comparison

American Funds Investment Company of America Class A (AIVSX) has a higher volatility of 9.29% compared to American Funds American Mutual Fund Class F-3 (AFMFX) at 6.18%. This indicates that AIVSX's price experiences larger fluctuations and is considered to be riskier than AFMFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
9.29%
6.18%
AIVSX
AFMFX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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