CBAAX vs. AIVSX
Compare and contrast key facts about American Funds Moderate Growth and Income Portfolio (CBAAX) and American Funds Investment Company of America Class A (AIVSX).
CBAAX is managed by American Funds. It was launched on May 17, 2012. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
CBAAX vs. AIVSX - Performance Comparison
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CBAAX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CBAAX American Funds Moderate Growth and Income Portfolio | -1.31% | 16.62% | 11.27% | 13.82% | -13.58% | 13.79% | 13.20% | 19.42% | -4.63% | 16.65% |
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, CBAAX achieves a -1.31% return, which is significantly higher than AIVSX's -4.87% return. Over the past 10 years, CBAAX has underperformed AIVSX with an annualized return of 8.45%, while AIVSX has yielded a comparatively higher 12.88% annualized return.
CBAAX
- 1D
- 1.87%
- 1M
- -5.08%
- YTD
- -1.31%
- 6M
- 1.05%
- 1Y
- 14.27%
- 3Y*
- 12.10%
- 5Y*
- 6.60%
- 10Y*
- 8.45%
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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CBAAX vs. AIVSX - Expense Ratio Comparison
CBAAX has a 0.35% expense ratio, which is lower than AIVSX's 0.57% expense ratio.
Return for Risk
CBAAX vs. AIVSX — Risk / Return Rank
CBAAX
AIVSX
CBAAX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Moderate Growth and Income Portfolio (CBAAX) 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.
| CBAAX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.04 | +0.34 |
Sortino ratioReturn per unit of downside risk | 2.00 | 1.59 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.23 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.95 | 1.72 | +0.23 |
Martin ratioReturn relative to average drawdown | 8.28 | 7.16 | +1.12 |
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
| CBAAX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.04 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.78 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.78 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.67 | +0.19 |
Correlation
The correlation between CBAAX 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
CBAAX vs. AIVSX - Dividend Comparison
CBAAX's dividend yield for the trailing twelve months is around 5.88%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBAAX American Funds Moderate Growth and Income Portfolio | 5.88% | 5.81% | 3.56% | 2.26% | 5.97% | 4.95% | 2.54% | 3.80% | 4.65% | 3.43% | 3.59% | 3.59% |
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
CBAAX vs. AIVSX - Drawdown Comparison
The maximum CBAAX drawdown since its inception was -23.16%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for CBAAX and AIVSX.
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Drawdown Indicators
| CBAAX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.16% | -50.90% | +27.74% |
Max Drawdown (1Y)Largest decline over 1 year | -7.62% | -10.76% | +3.14% |
Max Drawdown (5Y)Largest decline over 5 years | -20.72% | -24.31% | +3.59% |
Max Drawdown (10Y)Largest decline over 10 years | -23.16% | -31.09% | +7.93% |
Current DrawdownCurrent decline from peak | -5.58% | -7.34% | +1.76% |
Average DrawdownAverage peak-to-trough decline | -2.96% | -5.93% | +2.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 2.59% | -0.79% |
Volatility
CBAAX vs. AIVSX - Volatility Comparison
The current volatility for American Funds Moderate Growth and Income Portfolio (CBAAX) is 4.07%, while American Funds Investment Company of America Class A (AIVSX) has a volatility of 5.75%. This indicates that CBAAX 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
| CBAAX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.07% | 5.75% | -1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 6.64% | 9.93% | -3.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.67% | 17.56% | -6.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.34% | 15.96% | -5.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.77% | 16.55% | -5.78% |