AIVSX vs. AMECX
Compare and contrast key facts about American Funds Investment Company of America Class A (AIVSX) and American Funds The Income Fund of America Class A (AMECX).
AIVSX is managed by American Funds. It was launched on Jan 1, 1934. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
AIVSX vs. AMECX - Performance Comparison
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AIVSX vs. AMECX - 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% |
AMECX American Funds The Income Fund of America Class A | 2.83% | 17.77% | 10.84% | 6.79% | -6.40% | 17.37% | 4.49% | 18.50% | -5.27% | 12.58% |
Returns By Period
In the year-to-date period, AIVSX achieves a -4.87% return, which is significantly lower than AMECX's 2.83% return. Over the past 10 years, AIVSX has outperformed AMECX with an annualized return of 12.88%, while AMECX has yielded a comparatively lower 8.35% 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%
AMECX
- 1D
- 1.33%
- 1M
- -4.18%
- YTD
- 2.83%
- 6M
- 5.30%
- 1Y
- 15.39%
- 3Y*
- 12.45%
- 5Y*
- 8.08%
- 10Y*
- 8.35%
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AIVSX vs. AMECX - Expense Ratio Comparison
AIVSX has a 0.57% expense ratio, which is higher than AMECX's 0.56% expense ratio.
Return for Risk
AIVSX vs. AMECX — Risk / Return Rank
AIVSX
AMECX
AIVSX vs. AMECX - 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 Income Fund of America Class A (AMECX). 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 | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.65 | -0.62 |
Sortino ratioReturn per unit of downside risk | 1.59 | 2.27 | -0.68 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.34 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.97 | -0.25 |
Martin ratioReturn relative to average drawdown | 7.16 | 9.13 | -1.97 |
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 | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.65 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.86 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.79 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.72 | -0.05 |
Correlation
The correlation between AIVSX and AMECX is 0.89, 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. AMECX - Dividend Comparison
AIVSX's dividend yield for the trailing twelve months is around 11.17%, more than AMECX's 9.73% 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% |
AMECX American Funds The Income Fund of America Class A | 9.73% | 9.94% | 6.38% | 2.93% | 6.98% | 6.67% | 2.80% | 5.01% | 7.48% | 4.26% | 3.09% | 5.09% |
Drawdowns
AIVSX vs. AMECX - Drawdown Comparison
The maximum AIVSX drawdown since its inception was -50.90%, which is greater than AMECX's maximum drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for AIVSX and AMECX.
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Drawdown Indicators
| AIVSX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.90% | -41.92% | -8.98% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -8.19% | -2.57% |
Max Drawdown (5Y)Largest decline over 5 years | -24.31% | -15.78% | -8.53% |
Max Drawdown (10Y)Largest decline over 10 years | -31.09% | -26.13% | -4.96% |
Current DrawdownCurrent decline from peak | -7.34% | -4.48% | -2.86% |
Average DrawdownAverage peak-to-trough decline | -5.93% | -4.46% | -1.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 1.77% | +0.82% |
Volatility
AIVSX vs. AMECX - Volatility Comparison
American Funds Investment Company of America Class A (AIVSX) has a higher volatility of 5.75% compared to American Funds The Income Fund of America Class A (AMECX) at 3.35%. This indicates that AIVSX's price experiences larger fluctuations and is considered to be riskier than AMECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIVSX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.75% | 3.35% | +2.40% |
Volatility (6M)Calculated over the trailing 6-month period | 9.93% | 5.64% | +4.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.56% | 9.54% | +8.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.96% | 9.45% | +6.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.55% | 10.67% | +5.88% |