Correlation
The correlation between AIVSX and VOO is 0.97, 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. VOO
Compare and contrast key facts about American Funds Investment Company of America Class A (AIVSX) and Vanguard S&P 500 ETF (VOO).
AIVSX is managed by American Funds. It was launched on Jan 1, 1934. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 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 VOO.
Performance
AIVSX vs. VOO - Performance Comparison
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Key characteristics
AIVSX:
0.85
VOO:
0.53
AIVSX:
1.35
VOO:
0.88
AIVSX:
1.20
VOO:
1.13
AIVSX:
0.97
VOO:
0.55
AIVSX:
3.77
VOO:
2.09
AIVSX:
4.47%
VOO:
4.96%
AIVSX:
18.66%
VOO:
19.57%
AIVSX:
-50.67%
VOO:
-33.99%
AIVSX:
-1.14%
VOO:
-2.49%
Returns By Period
In the year-to-date period, AIVSX achieves a 6.37% return, which is significantly higher than VOO's 2.01% return. Over the past 10 years, AIVSX has underperformed VOO with an annualized return of 12.16%, while VOO has yielded a comparatively higher 12.84% annualized return.
AIVSX
6.37%
3.71%
5.82%
15.73%
22.41%
16.46%
12.16%
VOO
2.01%
2.23%
1.16%
10.38%
18.31%
15.72%
12.84%
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AIVSX vs. VOO - Expense Ratio Comparison
AIVSX has a 0.57% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
AIVSX vs. VOO — Risk-Adjusted Performance Rank
AIVSX
VOO
AIVSX vs. VOO - 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 500 ETF (VOO). 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. VOO - Dividend Comparison
AIVSX's dividend yield for the trailing twelve months is around 9.43%, more than VOO's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVSX American Funds Investment Company of America Class A | 9.43% | 9.29% | 4.96% | 6.12% | 6.94% | 1.65% | 6.51% | 11.62% | 7.28% | 5.48% | 9.39% | 10.96% |
VOO Vanguard S&P 500 ETF | 1.27% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
AIVSX vs. VOO - Drawdown Comparison
The maximum AIVSX drawdown since its inception was -50.67%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AIVSX and VOO.
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Volatility
AIVSX vs. VOO - Volatility Comparison
The current volatility for American Funds Investment Company of America Class A (AIVSX) is 3.31%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.75%. This indicates that AIVSX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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