AMBFX vs. AIVSX
Compare and contrast key facts about American Funds American Balanced Fund® Class F-2 (AMBFX) and American Funds Investment Company of America Class A (AIVSX).
AMBFX is managed by American Funds. It was launched on Aug 5, 2008. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
AMBFX vs. AIVSX - Performance Comparison
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AMBFX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMBFX American Funds American Balanced Fund® Class F-2 | -1.08% | 18.67% | 15.25% | 13.81% | -11.93% | 16.00% | 11.06% | 19.45% | -2.69% | 14.85% |
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% |
Returns By Period
In the year-to-date period, AMBFX achieves a -1.08% return, which is significantly higher than AIVSX's -4.87% return. Over the past 10 years, AMBFX has underperformed AIVSX with an annualized return of 9.52%, while AIVSX has yielded a comparatively higher 12.88% annualized return.
AMBFX
- 1D
- 1.79%
- 1M
- -4.84%
- YTD
- -1.08%
- 6M
- 2.15%
- 1Y
- 17.16%
- 3Y*
- 14.39%
- 5Y*
- 8.47%
- 10Y*
- 9.52%
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%
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AMBFX vs. AIVSX - Expense Ratio Comparison
AMBFX has a 0.35% expense ratio, which is lower than AIVSX's 0.57% expense ratio.
Return for Risk
AMBFX vs. AIVSX — Risk / Return Rank
AMBFX
AIVSX
AMBFX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund® Class F-2 (AMBFX) and American Funds Investment Company of America Class A (AIVSX). 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.
| AMBFX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.58 | 1.04 | +0.54 |
Sortino ratioReturn per unit of downside risk | 2.31 | 1.59 | +0.72 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.23 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.46 | 1.72 | +0.74 |
Martin ratioReturn relative to average drawdown | 10.31 | 7.16 | +3.16 |
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
| AMBFX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.58 | 1.04 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.78 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.78 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.67 | +0.06 |
Correlation
The correlation between AMBFX and AIVSX is 0.96, 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
AMBFX vs. AIVSX - Dividend Comparison
AMBFX's dividend yield for the trailing twelve months is around 8.59%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMBFX American Funds American Balanced Fund® Class F-2 | 8.59% | 8.47% | 7.40% | 2.20% | 2.52% | 4.50% | 4.56% | 4.19% | 6.20% | 4.85% | 4.46% | 5.81% |
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% |
Drawdowns
AMBFX vs. AIVSX - Drawdown Comparison
The maximum AMBFX drawdown since its inception was -35.05%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for AMBFX and AIVSX.
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Drawdown Indicators
| AMBFX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.05% | -50.90% | +15.85% |
Max Drawdown (1Y)Largest decline over 1 year | -7.34% | -10.76% | +3.42% |
Max Drawdown (5Y)Largest decline over 5 years | -18.65% | -24.31% | +5.66% |
Max Drawdown (10Y)Largest decline over 10 years | -22.31% | -31.09% | +8.78% |
Current DrawdownCurrent decline from peak | -5.33% | -7.34% | +2.01% |
Average DrawdownAverage peak-to-trough decline | -3.61% | -5.93% | +2.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 2.59% | -0.84% |
Volatility
AMBFX vs. AIVSX - Volatility Comparison
The current volatility for American Funds American Balanced Fund® Class F-2 (AMBFX) is 3.88%, while American Funds Investment Company of America Class A (AIVSX) has a volatility of 5.75%. This indicates that AMBFX experiences smaller price fluctuations and is considered to be less risky than AIVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMBFX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 5.75% | -1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 6.96% | 9.93% | -2.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.21% | 17.56% | -6.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.45% | 15.96% | -5.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.63% | 16.55% | -5.92% |