AIVSX vs. RGAGX
Compare and contrast key facts about American Funds Investment Company of America Class A (AIVSX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
AIVSX is managed by American Funds. It was launched on Jan 1, 1934. RGAGX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
AIVSX vs. RGAGX - Performance Comparison
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AIVSX vs. RGAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIVSX American Funds Investment Company of America Class A | -4.18% | 20.47% | 24.90% | 28.56% | -15.50% | 25.10% | 14.47% | 24.10% | -8.21% | 19.54% |
RGAGX American Funds The Growth Fund of America Class R-6 | -7.02% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Returns By Period
In the year-to-date period, AIVSX achieves a -4.18% return, which is significantly higher than RGAGX's -7.02% return. Over the past 10 years, AIVSX has underperformed RGAGX with an annualized return of 12.96%, while RGAGX has yielded a comparatively higher 14.86% annualized return.
AIVSX
- 1D
- 0.72%
- 1M
- -4.09%
- YTD
- -4.18%
- 6M
- -2.66%
- 1Y
- 17.88%
- 3Y*
- 20.34%
- 5Y*
- 12.62%
- 10Y*
- 12.96%
RGAGX
- 1D
- 1.05%
- 1M
- -4.01%
- YTD
- -7.02%
- 6M
- -6.46%
- 1Y
- 17.22%
- 3Y*
- 21.05%
- 5Y*
- 9.52%
- 10Y*
- 14.86%
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AIVSX vs. RGAGX - Expense Ratio Comparison
AIVSX has a 0.57% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Return for Risk
AIVSX vs. RGAGX — Risk / Return Rank
AIVSX
RGAGX
AIVSX vs. RGAGX - 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 R-6 (RGAGX). 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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.88 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.62 | 1.40 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 1.40 | +0.36 |
Martin ratioReturn relative to average drawdown | 7.25 | 5.24 | +2.01 |
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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.88 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.47 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.76 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.80 | -0.13 |
Correlation
The correlation between AIVSX and RGAGX is 0.95, 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. RGAGX - Dividend Comparison
AIVSX's dividend yield for the trailing twelve months is around 11.09%, less than RGAGX's 11.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVSX American Funds Investment Company of America Class A | 11.09% | 10.60% | 9.29% | 4.96% | 6.12% | 6.94% | 1.65% | 6.15% | 9.61% | 7.08% | 5.48% | 8.95% |
RGAGX American Funds The Growth Fund of America Class R-6 | 11.82% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Drawdowns
AIVSX vs. RGAGX - Drawdown Comparison
The maximum AIVSX drawdown since its inception was -50.90%, which is greater than RGAGX's maximum drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for AIVSX and RGAGX.
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Drawdown Indicators
| AIVSX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.90% | -36.19% | -14.71% |
Max Drawdown (1Y)Largest decline over 1 year | -10.08% | -13.71% | +3.63% |
Max Drawdown (5Y)Largest decline over 5 years | -24.31% | -36.19% | +11.88% |
Max Drawdown (10Y)Largest decline over 10 years | -31.09% | -36.19% | +5.10% |
Current DrawdownCurrent decline from peak | -6.67% | -9.70% | +3.03% |
Average DrawdownAverage peak-to-trough decline | -5.93% | -5.53% | -0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 3.67% | -1.05% |
Volatility
AIVSX vs. RGAGX - 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 R-6 (RGAGX) has a volatility of 6.78%. This indicates that AIVSX experiences smaller price fluctuations and is considered to be less risky than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIVSX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.75% | 6.78% | -1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 9.95% | 12.17% | -2.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.57% | 21.02% | -3.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.96% | 20.22% | -4.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.55% | 19.64% | -3.09% |