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

Correlation

The correlation between AIVSX and AFMFX is 0.90, 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.


-0.50.00.51.0
Correlation: 0.9

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.

60.00%80.00%100.00%120.00%140.00%160.00%180.00%NovemberDecember2025FebruaryMarchApril
149.74%
74.47%
AIVSX
AFMFX

Key characteristics

Sharpe Ratio

AIVSX:

0.68

AFMFX:

0.37

Sortino Ratio

AIVSX:

1.05

AFMFX:

0.60

Omega Ratio

AIVSX:

1.15

AFMFX:

1.09

Calmar Ratio

AIVSX:

0.72

AFMFX:

0.37

Martin Ratio

AIVSX:

3.00

AFMFX:

1.26

Ulcer Index

AIVSX:

4.16%

AFMFX:

4.44%

Daily Std Dev

AIVSX:

18.38%

AFMFX:

14.96%

Max Drawdown

AIVSX:

-50.43%

AFMFX:

-29.79%

Current Drawdown

AIVSX:

-9.71%

AFMFX:

-9.42%

Returns By Period

In the year-to-date period, AIVSX achieves a -4.47% return, which is significantly lower than AFMFX's -1.07% return.


AIVSX

YTD

-4.47%

1M

-4.83%

6M

-2.83%

1Y

10.84%

5Y*

16.04%

10Y*

10.92%

AFMFX

YTD

-1.07%

1M

-4.13%

6M

-7.40%

1Y

4.57%

5Y*

9.82%

10Y*

N/A

*Annualized

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AIVSX vs. AFMFX - Expense Ratio Comparison

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


Expense ratio chart for AIVSX: current value is 0.57%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
AIVSX: 0.57%
Expense ratio chart for AFMFX: current value is 0.27%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
AFMFX: 0.27%

Risk-Adjusted Performance

AIVSX vs. AFMFX — Risk-Adjusted Performance Rank

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

AIVSX
The Risk-Adjusted Performance Rank of AIVSX is 7171
Overall Rank
The Sharpe Ratio Rank of AIVSX is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of AIVSX is 6868
Sortino Ratio Rank
The Omega Ratio Rank of AIVSX is 7070
Omega Ratio Rank
The Calmar Ratio Rank of AIVSX is 7878
Calmar Ratio Rank
The Martin Ratio Rank of AIVSX is 7373
Martin Ratio Rank

AFMFX
The Risk-Adjusted Performance Rank of AFMFX is 4949
Overall Rank
The Sharpe Ratio Rank of AFMFX is 4848
Sharpe Ratio Rank
The Sortino Ratio Rank of AFMFX is 4747
Sortino Ratio Rank
The Omega Ratio Rank of AFMFX is 5050
Omega Ratio Rank
The Calmar Ratio Rank of AFMFX is 5454
Calmar Ratio Rank
The Martin Ratio Rank of AFMFX is 4848
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for AIVSX, currently valued at 0.68, compared to the broader market-1.000.001.002.003.00
AIVSX: 0.68
AFMFX: 0.37
The chart of Sortino ratio for AIVSX, currently valued at 1.05, compared to the broader market-2.000.002.004.006.008.00
AIVSX: 1.05
AFMFX: 0.60
The chart of Omega ratio for AIVSX, currently valued at 1.15, compared to the broader market0.501.001.502.002.503.00
AIVSX: 1.15
AFMFX: 1.09
The chart of Calmar ratio for AIVSX, currently valued at 0.72, compared to the broader market0.002.004.006.008.0010.00
AIVSX: 0.72
AFMFX: 0.37
The chart of Martin ratio for AIVSX, currently valued at 3.00, compared to the broader market0.0010.0020.0030.0040.0050.00
AIVSX: 3.00
AFMFX: 1.26

The current AIVSX Sharpe Ratio is 0.68, which is higher than the AFMFX Sharpe Ratio of 0.37. 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 Ratio0.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
0.68
0.37
AIVSX
AFMFX

Dividends

AIVSX vs. AFMFX - Dividend Comparison

AIVSX's dividend yield for the trailing twelve months is around 1.13%, less than AFMFX's 2.11% yield.


TTM20242023202220212020201920182017201620152014
AIVSX
American Funds Investment Company of America Class A
1.13%1.07%1.44%1.50%1.20%1.40%1.93%2.17%1.68%1.89%3.08%11.76%
AFMFX
American Funds American Mutual Fund Class F-3
2.11%2.06%2.43%2.33%1.93%2.22%2.31%2.56%2.28%0.00%0.00%0.00%

Drawdowns

AIVSX vs. AFMFX - Drawdown Comparison

The maximum AIVSX drawdown since its inception was -50.43%, 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.


-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-9.71%
-9.42%
AIVSX
AFMFX

Volatility

AIVSX vs. AFMFX - Volatility Comparison

American Funds Investment Company of America Class A (AIVSX) has a higher volatility of 13.26% compared to American Funds American Mutual Fund Class F-3 (AFMFX) at 10.63%. 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%12.00%14.00%NovemberDecember2025FebruaryMarchApril
13.26%
10.63%
AIVSX
AFMFX