AIVSX vs. IGIAX
Compare and contrast key facts about American Funds Investment Company of America Class A (AIVSX) and Integrity ESG Growth & Income Fund (IGIAX).
AIVSX is managed by American Funds. It was launched on Jan 1, 1934. IGIAX is managed by IntegrityVikingFunds. It was launched on Jan 3, 1995.
Performance
AIVSX vs. IGIAX - Performance Comparison
Loading graphics...
AIVSX vs. IGIAX - 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% |
IGIAX Integrity ESG Growth & Income Fund | 1.29% | 18.60% | 17.24% | 25.24% | -21.32% | 27.62% | 17.14% | 33.11% | -1.83% | 18.69% |
Returns By Period
In the year-to-date period, AIVSX achieves a -4.87% return, which is significantly lower than IGIAX's 1.29% return. Both investments have delivered pretty close results over the past 10 years, with AIVSX having a 12.88% annualized return and IGIAX not far ahead at 13.27%.
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%
IGIAX
- 1D
- 3.18%
- 1M
- -2.18%
- YTD
- 1.29%
- 6M
- 3.44%
- 1Y
- 22.05%
- 3Y*
- 17.32%
- 5Y*
- 10.79%
- 10Y*
- 13.27%
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. IGIAX - Expense Ratio Comparison
AIVSX has a 0.57% expense ratio, which is lower than IGIAX's 1.24% expense ratio.
Return for Risk
AIVSX vs. IGIAX — Risk / Return Rank
AIVSX
IGIAX
AIVSX vs. IGIAX - 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 Integrity ESG Growth & Income Fund (IGIAX). 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 | IGIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.15 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.74 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.24 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.85 | -0.13 |
Martin ratioReturn relative to average drawdown | 7.16 | 8.60 | -1.45 |
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 | IGIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.15 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.61 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.74 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.47 | +0.20 |
Correlation
The correlation between AIVSX and IGIAX is 0.84, 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. IGIAX - Dividend Comparison
AIVSX's dividend yield for the trailing twelve months is around 11.17%, more than IGIAX's 3.58% 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% |
IGIAX Integrity ESG Growth & Income Fund | 3.58% | 3.62% | 0.00% | 2.23% | 1.41% | 0.63% | 0.62% | 9.26% | 6.63% | 7.31% | 2.30% | 2.19% |
Drawdowns
AIVSX vs. IGIAX - Drawdown Comparison
The maximum AIVSX drawdown since its inception was -50.90%, smaller than the maximum IGIAX drawdown of -79.15%. Use the drawdown chart below to compare losses from any high point for AIVSX and IGIAX.
Loading graphics...
Drawdown Indicators
| AIVSX | IGIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.90% | -79.15% | +28.25% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -12.69% | +1.93% |
Max Drawdown (5Y)Largest decline over 5 years | -24.31% | -30.18% | +5.87% |
Max Drawdown (10Y)Largest decline over 10 years | -31.09% | -31.19% | +0.10% |
Current DrawdownCurrent decline from peak | -7.34% | -3.93% | -3.41% |
Average DrawdownAverage peak-to-trough decline | -5.93% | -33.52% | +27.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 2.73% | -0.14% |
Volatility
AIVSX vs. IGIAX - Volatility Comparison
American Funds Investment Company of America Class A (AIVSX) and Integrity ESG Growth & Income Fund (IGIAX) have volatilities of 5.75% and 6.02%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AIVSX | IGIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.75% | 6.02% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 9.93% | 11.71% | -1.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.56% | 19.69% | -2.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.96% | 17.92% | -1.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.55% | 17.98% | -1.43% |