AIVSX vs. AGTHX
Compare and contrast key facts about American Funds Investment Company of America Class A (AIVSX) and American Funds The Growth Fund of America Class A (AGTHX).
AIVSX is managed by American Funds. It was launched on Jan 1, 1934. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIVSX or AGTHX.
Key characteristics
| AIVSX | AGTHX | |
|---|---|---|
| YTD Return | 26.71% | 30.48% |
| 1Y Return | 38.91% | 43.94% |
| 3Y Return (Ann) | 11.76% | 4.84% |
| 5Y Return (Ann) | 15.80% | 16.04% |
| 10Y Return (Ann) | 12.14% | 13.79% |
| Sharpe Ratio | 3.37 | 3.06 |
| Sortino Ratio | 4.48 | 3.97 |
| Omega Ratio | 1.63 | 1.55 |
| Calmar Ratio | 6.06 | 2.26 |
| Martin Ratio | 27.31 | 19.96 |
| Ulcer Index | 1.51% | 2.32% |
| Daily Std Dev | 12.14% | 15.12% |
| Max Drawdown | -50.56% | -65.35% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between AIVSX and AGTHX is 0.87, 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.
Performance
AIVSX vs. AGTHX - Performance Comparison
In the year-to-date period, AIVSX achieves a 26.71% return, which is significantly lower than AGTHX's 30.48% return. Over the past 10 years, AIVSX has underperformed AGTHX with an annualized return of 12.14%, while AGTHX has yielded a comparatively higher 13.79% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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. AGTHX - Expense Ratio Comparison
AIVSX has a 0.57% expense ratio, which is lower than AGTHX's 0.61% expense ratio.
Risk-Adjusted Performance
AIVSX vs. AGTHX - 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 The Growth Fund of America Class A (AGTHX). 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.
Dividends
AIVSX vs. AGTHX - Dividend Comparison
AIVSX's dividend yield for the trailing twelve months is around 1.15%, less than AGTHX's 5.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVSX American Funds Investment Company of America Class A | 1.15% | 1.44% | 1.50% | 1.20% | 1.40% | 1.93% | 2.17% | 1.68% | 1.89% | 3.06% | 11.66% | 9.04% |
AGTHX American Funds The Growth Fund of America Class A | 5.22% | 6.81% | 0.75% | 8.18% | 4.55% | 7.89% | 12.71% | 7.54% | 6.61% | 8.87% | 9.90% | 6.71% |
Drawdowns
AIVSX vs. AGTHX - Drawdown Comparison
The maximum AIVSX drawdown since its inception was -50.56%, smaller than the maximum AGTHX drawdown of -65.35%. Use the drawdown chart below to compare losses from any high point for AIVSX and AGTHX. For additional features, visit the drawdowns tool.
Volatility
AIVSX vs. AGTHX - Volatility Comparison
The current volatility for American Funds Investment Company of America Class A (AIVSX) is 3.58%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 4.48%. This indicates that AIVSX experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.