Correlation
The correlation between AIVSX and IVOG 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.
AIVSX vs. IVOG
Compare and contrast key facts about American Funds Investment Company of America Class A (AIVSX) and Vanguard S&P Mid-Cap 400 Growth ETF (IVOG).
AIVSX is managed by American Funds. It was launched on Jan 1, 1934. IVOG is a passively managed fund by Vanguard that tracks the performance of the S&P MidCap 400 Growth Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIVSX or IVOG.
Performance
AIVSX vs. IVOG - Performance Comparison
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Key characteristics
AIVSX:
0.94
IVOG:
0.06
AIVSX:
1.30
IVOG:
0.13
AIVSX:
1.19
IVOG:
1.02
AIVSX:
0.92
IVOG:
-0.02
AIVSX:
3.58
IVOG:
-0.07
AIVSX:
4.47%
IVOG:
8.67%
AIVSX:
18.69%
IVOG:
23.33%
AIVSX:
-50.67%
IVOG:
-39.32%
AIVSX:
-1.63%
IVOG:
-10.75%
Returns By Period
In the year-to-date period, AIVSX achieves a 4.08% return, which is significantly higher than IVOG's -2.57% return. Over the past 10 years, AIVSX has outperformed IVOG with an annualized return of 11.89%, while IVOG has yielded a comparatively lower 8.55% annualized return.
AIVSX
4.08%
7.56%
3.20%
17.36%
16.72%
16.40%
11.89%
IVOG
-2.57%
6.42%
-10.03%
1.29%
8.29%
10.75%
8.55%
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AIVSX vs. IVOG - Expense Ratio Comparison
AIVSX has a 0.57% expense ratio, which is higher than IVOG's 0.15% expense ratio.
Risk-Adjusted Performance
AIVSX vs. IVOG — Risk-Adjusted Performance Rank
AIVSX
IVOG
AIVSX vs. IVOG - 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 Vanguard S&P Mid-Cap 400 Growth ETF (IVOG). 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.
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Dividends
AIVSX vs. IVOG - Dividend Comparison
AIVSX's dividend yield for the trailing twelve months is around 8.95%, more than IVOG's 0.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVSX American Funds Investment Company of America Class A | 8.95% | 9.29% | 4.96% | 6.12% | 6.94% | 1.65% | 6.51% | 11.62% | 7.28% | 5.48% | 9.39% | 10.96% |
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 0.81% | 0.79% | 1.15% | 1.05% | 0.47% | 0.74% | 1.17% | 1.01% | 0.93% | 1.03% | 1.04% | 0.81% |
Drawdowns
AIVSX vs. IVOG - Drawdown Comparison
The maximum AIVSX drawdown since its inception was -50.67%, which is greater than IVOG's maximum drawdown of -39.32%. Use the drawdown chart below to compare losses from any high point for AIVSX and IVOG.
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Volatility
AIVSX vs. IVOG - Volatility Comparison
The current volatility for American Funds Investment Company of America Class A (AIVSX) is 4.59%, while Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) has a volatility of 6.09%. This indicates that AIVSX experiences smaller price fluctuations and is considered to be less risky than IVOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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