AMPCX vs. AIVSX
Compare and contrast key facts about American Funds AMCAP Fund Class C (AMPCX) and American Funds Investment Company of America Class A (AIVSX).
AMPCX is managed by American Funds. It was launched on May 1, 1967. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
AMPCX vs. AIVSX - Performance Comparison
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AMPCX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMPCX American Funds AMCAP Fund Class C | -11.98% | 16.78% | 20.17% | 30.08% | -29.17% | 22.77% | 20.52% | 25.37% | -5.50% | 21.11% |
AIVSX American Funds Investment Company of America Class A | -7.68% | 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, AMPCX achieves a -11.98% return, which is significantly lower than AIVSX's -7.68% return. Over the past 10 years, AMPCX has underperformed AIVSX with an annualized return of 10.00%, while AIVSX has yielded a comparatively higher 12.54% annualized return.
AMPCX
- 1D
- -0.38%
- 1M
- -10.18%
- YTD
- -11.98%
- 6M
- -9.70%
- 1Y
- 10.20%
- 3Y*
- 13.51%
- 5Y*
- 5.97%
- 10Y*
- 10.00%
AIVSX
- 1D
- -0.31%
- 1M
- -8.80%
- YTD
- -7.68%
- 6M
- -5.63%
- 1Y
- 14.65%
- 3Y*
- 18.86%
- 5Y*
- 12.03%
- 10Y*
- 12.54%
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AMPCX vs. AIVSX - Expense Ratio Comparison
AMPCX has a 1.40% expense ratio, which is higher than AIVSX's 0.57% expense ratio.
Return for Risk
AMPCX vs. AIVSX — Risk / Return Rank
AMPCX
AIVSX
AMPCX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class C (AMPCX) 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.
| AMPCX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 0.87 | -0.35 |
Sortino ratioReturn per unit of downside risk | 0.88 | 1.35 | -0.47 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.20 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 1.18 | -0.66 |
Martin ratioReturn relative to average drawdown | 2.15 | 5.00 | -2.86 |
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
| AMPCX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 0.87 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.76 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.76 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.67 | -0.27 |
Correlation
The correlation between AMPCX and AIVSX is 0.95, 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
AMPCX vs. AIVSX - Dividend Comparison
AMPCX's dividend yield for the trailing twelve months is around 12.90%, more than AIVSX's 11.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMPCX American Funds AMCAP Fund Class C | 12.90% | 11.35% | 9.83% | 3.32% | 9.21% | 7.09% | 4.32% | 5.06% | 8.25% | 5.61% | 3.77% | 9.83% |
AIVSX American Funds Investment Company of America Class A | 11.51% | 10.60% | 9.29% | 4.96% | 6.12% | 6.94% | 1.65% | 6.15% | 9.61% | 7.08% | 5.48% | 8.95% |
Drawdowns
AMPCX vs. AIVSX - Drawdown Comparison
The maximum AMPCX drawdown since its inception was -53.38%, roughly equal to the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for AMPCX and AIVSX.
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Drawdown Indicators
| AMPCX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.38% | -50.90% | -2.48% |
Max Drawdown (1Y)Largest decline over 1 year | -14.33% | -10.76% | -3.57% |
Max Drawdown (5Y)Largest decline over 5 years | -35.67% | -24.31% | -11.36% |
Max Drawdown (10Y)Largest decline over 10 years | -35.67% | -31.09% | -4.58% |
Current DrawdownCurrent decline from peak | -14.33% | -10.08% | -4.25% |
Average DrawdownAverage peak-to-trough decline | -9.27% | -5.93% | -3.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 2.54% | +0.97% |
Volatility
AMPCX vs. AIVSX - Volatility Comparison
American Funds AMCAP Fund Class C (AMPCX) has a higher volatility of 5.25% compared to American Funds Investment Company of America Class A (AIVSX) at 4.60%. This indicates that AMPCX'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
| AMPCX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.25% | 4.60% | +0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 11.05% | 9.45% | +1.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.62% | 17.34% | +2.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.13% | 15.91% | +3.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.65% | 16.52% | +2.13% |