AIVSX vs. RERGX
Compare and contrast key facts about American Funds Investment Company of America Class A (AIVSX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
AIVSX is managed by American Funds. It was launched on Jan 1, 1934. RERGX is managed by American Funds.
Performance
AIVSX vs. RERGX - Performance Comparison
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AIVSX vs. RERGX - 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -2.84% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
Returns By Period
In the year-to-date period, AIVSX achieves a -4.87% return, which is significantly lower than RERGX's -2.84% return. Over the past 10 years, AIVSX has outperformed RERGX with an annualized return of 12.88%, while RERGX has yielded a comparatively lower 7.97% 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%
RERGX
- 1D
- 2.76%
- 1M
- -8.17%
- YTD
- -2.84%
- 6M
- 0.96%
- 1Y
- 21.57%
- 3Y*
- 11.01%
- 5Y*
- 3.33%
- 10Y*
- 7.97%
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AIVSX vs. RERGX - Expense Ratio Comparison
AIVSX has a 0.57% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Return for Risk
AIVSX vs. RERGX — Risk / Return Rank
AIVSX
RERGX
AIVSX vs. RERGX - 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 EuroPacific Growth Fund Class R-6 (RERGX). 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 | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.38 | -0.34 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.87 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.27 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.68 | +0.04 |
Martin ratioReturn relative to average drawdown | 7.16 | 6.37 | +0.78 |
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 | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.38 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.20 | +0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.48 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.38 | +0.30 |
Correlation
The correlation between AIVSX and RERGX is 0.81, 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. RERGX - Dividend Comparison
AIVSX's dividend yield for the trailing twelve months is around 11.17%, less than RERGX's 14.36% 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.36% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
AIVSX vs. RERGX - Drawdown Comparison
The maximum AIVSX drawdown since its inception was -50.90%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for AIVSX and RERGX.
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Drawdown Indicators
| AIVSX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.90% | -37.30% | -13.60% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -12.52% | +1.76% |
Max Drawdown (5Y)Largest decline over 5 years | -24.31% | -37.30% | +12.99% |
Max Drawdown (10Y)Largest decline over 10 years | -31.09% | -37.30% | +6.21% |
Current DrawdownCurrent decline from peak | -7.34% | -10.11% | +2.77% |
Average DrawdownAverage peak-to-trough decline | -5.93% | -9.28% | +3.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 3.30% | -0.71% |
Volatility
AIVSX vs. RERGX - Volatility Comparison
The current volatility for American Funds Investment Company of America Class A (AIVSX) is 5.75%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 7.27%. This indicates that AIVSX experiences smaller price fluctuations and is considered to be less risky than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIVSX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.75% | 7.27% | -1.52% |
Volatility (6M)Calculated over the trailing 6-month period | 9.93% | 11.54% | -1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.56% | 16.40% | +1.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.96% | 16.48% | -0.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.55% | 16.80% | -0.25% |