AIVSX vs. VT

In the year-to-date period, AIVSX achieves a 4.19% return, which is significantly lower than VT's 5.36% return. Over the past 10 years, AIVSX has outperformed VT with an annualized return of 11.89%, while VT has yielded a comparatively lower 9.24% annualized return.

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AIVSX has a 0.57% expense ratio, which is higher than VT's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Funds Investment Company of America Class A (AIVSX) and Vanguard Total World Stock ETF (VT). 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.

The current AIVSX Sharpe Ratio is 0.99, which is comparable to the VT Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of AIVSX and VT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AIVSX's dividend yield for the trailing twelve months is around 8.94%, more than VT's 1.83% yield.

The maximum AIVSX drawdown since its inception was -50.67%, roughly equal to the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for AIVSX and VT.

American Funds Investment Company of America Class A (AIVSX) has a higher volatility of 4.60% compared to Vanguard Total World Stock ETF (VT) at 3.82%. This indicates that AIVSX's price experiences larger fluctuations and is considered to be riskier than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.