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.
Performance
AIVSX vs. AGTHX - Performance Comparison
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AIVSX vs. AGTHX - 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% | 19.54% |
AGTHX American Funds The Growth Fund of America Class A | -8.07% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
Returns By Period
In the year-to-date period, AIVSX achieves a -4.87% return, which is significantly higher than AGTHX's -8.07% return. Over the past 10 years, AIVSX has underperformed AGTHX with an annualized return of 12.88%, while AGTHX has yielded a comparatively higher 14.32% annualized 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%
AGTHX
- 1D
- 3.56%
- 1M
- -6.34%
- YTD
- -8.07%
- 6M
- -7.16%
- 1Y
- 16.84%
- 3Y*
- 20.26%
- 5Y*
- 8.96%
- 10Y*
- 14.32%
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AIVSX vs. AGTHX - Expense Ratio Comparison
AIVSX has a 0.57% expense ratio, which is lower than AGTHX's 0.61% expense ratio.
Return for Risk
AIVSX vs. AGTHX — Risk / Return Rank
AIVSX
AGTHX
AIVSX vs. AGTHX - 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 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.
| AIVSX | AGTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.84 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.34 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.26 | +0.46 |
Martin ratioReturn relative to average drawdown | 7.16 | 4.78 | +2.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AIVSX | AGTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.84 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.45 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.73 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.68 | -0.01 |
Correlation
The correlation between AIVSX and AGTHX is 0.92, 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. AGTHX - Dividend Comparison
AIVSX's dividend yield for the trailing twelve months is around 11.17%, less than AGTHX's 11.63% 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% |
AGTHX American Funds The Growth Fund of America Class A | 11.63% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
Drawdowns
AIVSX vs. AGTHX - Drawdown Comparison
The maximum AIVSX drawdown since its inception was -50.90%, roughly equal to the maximum AGTHX drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for AIVSX and AGTHX.
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Drawdown Indicators
| AIVSX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.90% | -51.91% | +1.01% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -13.76% | +3.00% |
Max Drawdown (5Y)Largest decline over 5 years | -24.31% | -36.38% | +12.07% |
Max Drawdown (10Y)Largest decline over 10 years | -31.09% | -36.38% | +5.29% |
Current DrawdownCurrent decline from peak | -7.34% | -10.70% | +3.36% |
Average DrawdownAverage peak-to-trough decline | -5.93% | -9.23% | +3.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 3.63% | -1.04% |
Volatility
AIVSX vs. AGTHX - Volatility Comparison
The current volatility for American Funds Investment Company of America Class A (AIVSX) is 5.75%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 6.76%. 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.
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Volatility by Period
| AIVSX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.75% | 6.76% | -1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.93% | 12.13% | -2.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.56% | 21.01% | -3.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.96% | 20.23% | -4.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.55% | 19.64% | -3.09% |