AMCFX vs. AIVSX
Compare and contrast key facts about American Funds AMCAP Fund Class F-2 (AMCFX) and American Funds Investment Company of America Class A (AIVSX).
AMCFX is an actively managed fund by American Funds. It was launched on May 1, 1967. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
AMCFX vs. AIVSX - Performance Comparison
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AMCFX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMCFX American Funds AMCAP Fund Class F-2 | -8.51% | 17.94% | 21.38% | 31.35% | -28.53% | 23.97% | 21.71% | 26.61% | -4.21% | 22.29% |
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, AMCFX achieves a -8.51% return, which is significantly lower than AIVSX's -4.87% return. Over the past 10 years, AMCFX has underperformed AIVSX with an annualized return of 11.52%, while AIVSX has yielded a comparatively higher 12.88% annualized return.
AMCFX
- 1D
- 3.70%
- 1M
- -6.50%
- YTD
- -8.51%
- 6M
- -6.30%
- 1Y
- 14.79%
- 3Y*
- 16.03%
- 5Y*
- 7.43%
- 10Y*
- 11.52%
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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AMCFX vs. AIVSX - Expense Ratio Comparison
AMCFX has a 0.43% expense ratio, which is lower than AIVSX's 0.57% expense ratio.
Return for Risk
AMCFX vs. AIVSX — Risk / Return Rank
AMCFX
AIVSX
AMCFX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class F-2 (AMCFX) 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.
| AMCFX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 1.04 | -0.26 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.59 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 1.72 | -0.64 |
Martin ratioReturn relative to average drawdown | 4.33 | 7.16 | -2.82 |
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
| AMCFX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 1.04 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.78 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.78 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.67 | -0.10 |
Correlation
The correlation between AMCFX 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
AMCFX vs. AIVSX - Dividend Comparison
AMCFX's dividend yield for the trailing twelve months is around 9.37%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMCFX American Funds AMCAP Fund Class F-2 | 9.37% | 8.57% | 8.25% | 3.59% | 7.43% | 5.87% | 4.02% | 5.04% | 7.99% | 5.50% | 4.02% | 8.82% |
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
AMCFX vs. AIVSX - Drawdown Comparison
The maximum AMCFX drawdown since its inception was -43.83%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for AMCFX and AIVSX.
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Drawdown Indicators
| AMCFX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.83% | -50.90% | +7.07% |
Max Drawdown (1Y)Largest decline over 1 year | -14.14% | -10.76% | -3.38% |
Max Drawdown (5Y)Largest decline over 5 years | -35.12% | -24.31% | -10.81% |
Max Drawdown (10Y)Largest decline over 10 years | -35.12% | -31.09% | -4.03% |
Current DrawdownCurrent decline from peak | -10.96% | -7.34% | -3.62% |
Average DrawdownAverage peak-to-trough decline | -6.62% | -5.93% | -0.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.53% | 2.59% | +0.94% |
Volatility
AMCFX vs. AIVSX - Volatility Comparison
American Funds AMCAP Fund Class F-2 (AMCFX) has a higher volatility of 6.69% compared to American Funds Investment Company of America Class A (AIVSX) at 5.75%. This indicates that AMCFX's price experiences larger fluctuations and is considered to be riskier 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
| AMCFX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.69% | 5.75% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 11.64% | 9.93% | +1.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.89% | 17.56% | +2.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.20% | 15.96% | +3.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.67% | 16.55% | +2.12% |