CBFAX vs. AIVSX
Compare and contrast key facts about American Funds Global Balanced Fund (CBFAX) and American Funds Investment Company of America Class A (AIVSX).
CBFAX is managed by American Funds. It was launched on Jan 31, 2011. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
CBFAX vs. AIVSX - Performance Comparison
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CBFAX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CBFAX American Funds Global Balanced Fund | -0.21% | 17.10% | 6.50% | 13.69% | -14.29% | 9.14% | 10.45% | 17.22% | -6.18% | 13.96% |
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, CBFAX achieves a -0.21% return, which is significantly higher than AIVSX's -4.87% return. Over the past 10 years, CBFAX has underperformed AIVSX with an annualized return of 6.57%, while AIVSX has yielded a comparatively higher 12.88% annualized return.
CBFAX
- 1D
- 1.83%
- 1M
- -4.52%
- YTD
- -0.21%
- 6M
- 2.21%
- 1Y
- 14.53%
- 3Y*
- 10.78%
- 5Y*
- 5.24%
- 10Y*
- 6.57%
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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CBFAX vs. AIVSX - Expense Ratio Comparison
CBFAX has a 0.84% expense ratio, which is higher than AIVSX's 0.57% expense ratio.
Return for Risk
CBFAX vs. AIVSX — Risk / Return Rank
CBFAX
AIVSX
CBFAX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Global Balanced Fund (CBFAX) 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.
| CBFAX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 1.04 | +0.52 |
Sortino ratioReturn per unit of downside risk | 2.21 | 1.59 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.23 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.22 | 1.72 | +0.50 |
Martin ratioReturn relative to average drawdown | 9.00 | 7.16 | +1.84 |
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
| CBFAX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 1.04 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.78 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.78 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.67 | -0.06 |
Correlation
The correlation between CBFAX and AIVSX is 0.90, 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
CBFAX vs. AIVSX - Dividend Comparison
CBFAX's dividend yield for the trailing twelve months is around 6.36%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBFAX American Funds Global Balanced Fund | 6.36% | 6.32% | 5.50% | 1.58% | 1.49% | 6.01% | 1.21% | 1.83% | 2.25% | 3.11% | 1.93% | 3.20% |
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
CBFAX vs. AIVSX - Drawdown Comparison
The maximum CBFAX drawdown since its inception was -23.35%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for CBFAX and AIVSX.
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Drawdown Indicators
| CBFAX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.35% | -50.90% | +27.55% |
Max Drawdown (1Y)Largest decline over 1 year | -6.73% | -10.76% | +4.03% |
Max Drawdown (5Y)Largest decline over 5 years | -22.56% | -24.31% | +1.75% |
Max Drawdown (10Y)Largest decline over 10 years | -23.35% | -31.09% | +7.74% |
Current DrawdownCurrent decline from peak | -5.02% | -7.34% | +2.32% |
Average DrawdownAverage peak-to-trough decline | -3.73% | -5.93% | +2.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 2.59% | -0.93% |
Volatility
CBFAX vs. AIVSX - Volatility Comparison
The current volatility for American Funds Global Balanced Fund (CBFAX) is 4.13%, while American Funds Investment Company of America Class A (AIVSX) has a volatility of 5.75%. This indicates that CBFAX 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
| CBFAX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 5.75% | -1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 6.33% | 9.93% | -3.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.58% | 17.56% | -7.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.86% | 15.96% | -6.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.42% | 16.55% | -6.13% |