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

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.


-0.50.00.51.00.9

Performance

AIVSX vs. AGTHX - 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 The Growth Fund of America Class A (AGTHX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
2.68%
3.56%
AIVSX
AGTHX

Key characteristics

Sharpe Ratio

AIVSX:

1.24

AGTHX:

1.09

Sortino Ratio

AIVSX:

1.54

AGTHX:

1.35

Omega Ratio

AIVSX:

1.26

AGTHX:

1.24

Calmar Ratio

AIVSX:

1.67

AGTHX:

1.42

Martin Ratio

AIVSX:

8.82

AGTHX:

7.48

Ulcer Index

AIVSX:

2.07%

AGTHX:

2.76%

Daily Std Dev

AIVSX:

14.78%

AGTHX:

19.02%

Max Drawdown

AIVSX:

-50.56%

AGTHX:

-65.35%

Current Drawdown

AIVSX:

-9.24%

AGTHX:

-10.67%

Returns By Period

In the year-to-date period, AIVSX achieves a 17.45% return, which is significantly lower than AGTHX's 20.23% return. Over the past 10 years, AIVSX has underperformed AGTHX with an annualized return of 11.01%, while AGTHX has yielded a comparatively higher 12.63% annualized return.


AIVSX

YTD

17.45%

1M

-6.09%

6M

2.68%

1Y

17.94%

5Y*

12.86%

10Y*

11.01%

AGTHX

YTD

20.23%

1M

-6.97%

6M

3.56%

1Y

20.46%

5Y*

12.65%

10Y*

12.63%

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.


AGTHX
American Funds The Growth Fund of America Class A
Expense ratio chart for AGTHX: current value at 0.61% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.61%
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%

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.


Sharpe ratio
The chart of Sharpe ratio for AIVSX, currently valued at 1.24, compared to the broader market-1.000.001.002.003.004.001.241.09
The chart of Sortino ratio for AIVSX, currently valued at 1.54, compared to the broader market-2.000.002.004.006.008.0010.001.541.35
The chart of Omega ratio for AIVSX, currently valued at 1.26, compared to the broader market0.501.001.502.002.503.003.501.261.24
The chart of Calmar ratio for AIVSX, currently valued at 1.67, compared to the broader market0.002.004.006.008.0010.0012.001.671.42
The chart of Martin ratio for AIVSX, currently valued at 8.82, compared to the broader market0.0020.0040.0060.008.827.48
AIVSX
AGTHX

The current AIVSX Sharpe Ratio is 1.24, which is comparable to the AGTHX Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of AIVSX and AGTHX, 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
1.09
AIVSX
AGTHX

Dividends

AIVSX vs. AGTHX - Dividend Comparison

AIVSX's dividend yield for the trailing twelve months is around 0.80%, while AGTHX has not paid dividends to shareholders.


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%
AGTHX
American Funds The Growth Fund of America Class A
0.00%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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-9.24%
-10.67%
AIVSX
AGTHX

Volatility

AIVSX vs. AGTHX - Volatility Comparison

The current volatility for American Funds Investment Company of America Class A (AIVSX) is 9.29%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 12.84%. 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.


2.00%4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
9.29%
12.84%
AIVSX
AGTHX
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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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