AIVSX vs. AFMFX
Compare and contrast key facts about American Funds Investment Company of America Class A (AIVSX) and American Funds American Mutual Fund Class F-3 (AFMFX).
AIVSX is managed by American Funds. It was launched on Jan 1, 1934. AFMFX is managed by American Funds. It was launched on Feb 21, 1950.
Performance
AIVSX vs. AFMFX - Performance Comparison
Loading graphics...
AIVSX vs. AFMFX - 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% | 12.34% |
AFMFX American Funds American Mutual Fund Class F-3 | -1.26% | 16.43% | 15.30% | 9.77% | -4.19% | 23.64% | 5.04% | 21.90% | -1.98% | 11.75% |
Returns By Period
In the year-to-date period, AIVSX achieves a -4.87% return, which is significantly lower than AFMFX's -1.26% 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%
AFMFX
- 1D
- 1.87%
- 1M
- -6.02%
- YTD
- -1.26%
- 6M
- -0.03%
- 1Y
- 12.00%
- 3Y*
- 13.01%
- 5Y*
- 9.64%
- 10Y*
- —
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.
Return for Risk
AIVSX vs. AFMFX — Risk / Return Rank
AIVSX
AFMFX
AIVSX vs. AFMFX - 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 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.
| AIVSX | AFMFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.88 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.31 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.28 | +0.44 |
Martin ratioReturn relative to average drawdown | 7.16 | 5.52 | +1.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AIVSX | AFMFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.88 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.78 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.71 | -0.03 |
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.
Dividends
AIVSX vs. AFMFX - Dividend Comparison
AIVSX's dividend yield for the trailing twelve months is around 11.17%, more than AFMFX's 8.00% 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% |
AFMFX American Funds American Mutual Fund Class F-3 | 8.00% | 7.86% | 6.60% | 4.06% | 5.20% | 3.58% | 2.22% | 4.89% | 6.75% | 6.25% | 0.00% | 0.00% |
Drawdowns
AIVSX vs. AFMFX - Drawdown Comparison
The maximum AIVSX drawdown since its inception was -50.90%, 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.
Loading graphics...
Drawdown Indicators
| AIVSX | AFMFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.90% | -29.79% | -21.11% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -10.21% | -0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -24.31% | -15.16% | -9.15% |
Max Drawdown (10Y)Largest decline over 10 years | -31.09% | — | — |
Current DrawdownCurrent decline from peak | -7.34% | -6.18% | -1.16% |
Average DrawdownAverage peak-to-trough decline | -5.93% | -2.94% | -2.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 2.37% | +0.22% |
Volatility
AIVSX vs. AFMFX - Volatility Comparison
American Funds Investment Company of America Class A (AIVSX) has a higher volatility of 5.75% compared to American Funds American Mutual Fund Class F-3 (AFMFX) at 4.04%. 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.
Loading graphics...
Volatility by Period
| AIVSX | AFMFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.75% | 4.04% | +1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 9.93% | 7.56% | +2.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.56% | 13.90% | +3.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.96% | 12.49% | +3.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.55% | 14.57% | +1.98% |