CCFAX vs. AIVSX
Compare and contrast key facts about American Funds College 2036 Fund (CCFAX) and American Funds Investment Company of America Class A (AIVSX).
CCFAX is managed by American Funds. It was launched on Feb 8, 2018. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
CCFAX vs. AIVSX - Performance Comparison
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CCFAX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
CCFAX American Funds College 2036 Fund | -1.75% | 16.36% | 13.70% | 19.10% | -18.41% | 12.44% | 16.77% | 22.43% | -9.10% |
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% | -9.45% |
Returns By Period
In the year-to-date period, CCFAX achieves a -1.75% return, which is significantly higher than AIVSX's -4.87% return.
CCFAX
- 1D
- 1.74%
- 1M
- -4.47%
- YTD
- -1.75%
- 6M
- 0.25%
- 1Y
- 14.23%
- 3Y*
- 13.53%
- 5Y*
- 6.50%
- 10Y*
- —
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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CCFAX vs. AIVSX - Expense Ratio Comparison
CCFAX has a 0.43% expense ratio, which is lower than AIVSX's 0.57% expense ratio.
Return for Risk
CCFAX vs. AIVSX — Risk / Return Rank
CCFAX
AIVSX
CCFAX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds College 2036 Fund (CCFAX) 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.
| CCFAX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.04 | +0.34 |
Sortino ratioReturn per unit of downside risk | 2.03 | 1.59 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.23 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 1.72 | +0.18 |
Martin ratioReturn relative to average drawdown | 8.46 | 7.16 | +1.31 |
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
| CCFAX | 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 | 0.57 | 0.78 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.67 | -0.08 |
Correlation
The correlation between CCFAX 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
CCFAX vs. AIVSX - Dividend Comparison
CCFAX's dividend yield for the trailing twelve months is around 7.23%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCFAX American Funds College 2036 Fund | 7.23% | 7.10% | 5.41% | 1.75% | 4.66% | 7.82% | 4.37% | 2.61% | 1.20% | 0.00% | 0.00% | 0.00% |
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
CCFAX vs. AIVSX - Drawdown Comparison
The maximum CCFAX drawdown since its inception was -25.80%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for CCFAX and AIVSX.
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Drawdown Indicators
| CCFAX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.80% | -50.90% | +25.10% |
Max Drawdown (1Y)Largest decline over 1 year | -7.73% | -10.76% | +3.03% |
Max Drawdown (5Y)Largest decline over 5 years | -25.34% | -24.31% | -1.03% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.09% | — |
Current DrawdownCurrent decline from peak | -5.01% | -7.34% | +2.33% |
Average DrawdownAverage peak-to-trough decline | -5.27% | -5.93% | +0.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 2.59% | -0.85% |
Volatility
CCFAX vs. AIVSX - Volatility Comparison
The current volatility for American Funds College 2036 Fund (CCFAX) is 3.77%, while American Funds Investment Company of America Class A (AIVSX) has a volatility of 5.75%. This indicates that CCFAX 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
| CCFAX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.77% | 5.75% | -1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 6.24% | 9.93% | -3.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.68% | 17.56% | -6.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.52% | 15.96% | -4.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.41% | 16.55% | -3.14% |