AMCPX vs. AIVSX
Compare and contrast key facts about American Funds AMCAP Fund Class A (AMCPX) and American Funds Investment Company of America Class A (AIVSX).
AMCPX is managed by American Funds. It was launched on Jan 5, 1967. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
AMCPX vs. AIVSX - Performance Comparison
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AMCPX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMCPX American Funds AMCAP Fund Class A | -8.56% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
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, AMCPX achieves a -8.56% return, which is significantly lower than AIVSX's -4.87% return. Over the past 10 years, AMCPX has underperformed AIVSX with an annualized return of 11.00%, while AIVSX has yielded a comparatively higher 12.88% annualized return.
AMCPX
- 1D
- 3.69%
- 1M
- -6.51%
- YTD
- -8.56%
- 6M
- -6.41%
- 1Y
- 14.53%
- 3Y*
- 15.78%
- 5Y*
- 6.65%
- 10Y*
- 11.00%
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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AMCPX vs. AIVSX - Expense Ratio Comparison
AMCPX has a 0.65% expense ratio, which is higher than AIVSX's 0.57% expense ratio.
Return for Risk
AMCPX vs. AIVSX — Risk / Return Rank
AMCPX
AIVSX
AMCPX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class A (AMCPX) 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.
| AMCPX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.04 | -0.27 |
Sortino ratioReturn per unit of downside risk | 1.23 | 1.59 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.23 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 1.72 | -0.66 |
Martin ratioReturn relative to average drawdown | 4.25 | 7.16 | -2.91 |
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
| AMCPX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.04 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.78 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.78 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.67 | -0.09 |
Correlation
The correlation between AMCPX and AIVSX is 0.94, 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
AMCPX vs. AIVSX - Dividend Comparison
AMCPX's dividend yield for the trailing twelve months is around 9.54%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMCPX American Funds AMCAP Fund Class A | 9.54% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
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
AMCPX vs. AIVSX - Drawdown Comparison
The maximum AMCPX drawdown since its inception was -62.37%, which is greater than AIVSX's maximum drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for AMCPX and AIVSX.
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Drawdown Indicators
| AMCPX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.37% | -50.90% | -11.47% |
Max Drawdown (1Y)Largest decline over 1 year | -14.18% | -10.76% | -3.42% |
Max Drawdown (5Y)Largest decline over 5 years | -36.90% | -24.31% | -12.59% |
Max Drawdown (10Y)Largest decline over 10 years | -36.90% | -31.09% | -5.81% |
Current DrawdownCurrent decline from peak | -11.01% | -7.34% | -3.67% |
Average DrawdownAverage peak-to-trough decline | -9.60% | -5.93% | -3.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 2.59% | +0.95% |
Volatility
AMCPX vs. AIVSX - Volatility Comparison
American Funds AMCAP Fund Class A (AMCPX) has a higher volatility of 6.69% compared to American Funds Investment Company of America Class A (AIVSX) at 5.75%. This indicates that AMCPX'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
| AMCPX | 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 | 11.65% | 9.93% | +1.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.90% | 17.56% | +2.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.19% | 15.96% | +3.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.67% | 16.55% | +2.12% |