CGIAX vs. AIVSX
Compare and contrast key facts about American Funds International Growth and Income Fund (CGIAX) and American Funds Investment Company of America Class A (AIVSX).
CGIAX is managed by American Funds. It was launched on Oct 1, 2008. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
CGIAX vs. AIVSX - Performance Comparison
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CGIAX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CGIAX American Funds International Growth and Income Fund | 1.57% | 35.04% | 3.26% | 15.22% | -15.49% | 9.79% | 7.73% | 27.06% | -14.45% | 26.00% |
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, CGIAX achieves a 1.57% return, which is significantly higher than AIVSX's -4.87% return. Over the past 10 years, CGIAX has underperformed AIVSX with an annualized return of 8.73%, while AIVSX has yielded a comparatively higher 12.88% annualized return.
CGIAX
- 1D
- 2.34%
- 1M
- -7.31%
- YTD
- 1.57%
- 6M
- 6.45%
- 1Y
- 26.97%
- 3Y*
- 14.93%
- 5Y*
- 7.41%
- 10Y*
- 8.73%
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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CGIAX vs. AIVSX - Expense Ratio Comparison
CGIAX has a 0.93% expense ratio, which is higher than AIVSX's 0.57% expense ratio.
Return for Risk
CGIAX vs. AIVSX — Risk / Return Rank
CGIAX
AIVSX
CGIAX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds International Growth and Income Fund (CGIAX) 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.
| CGIAX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.92 | 1.04 | +0.88 |
Sortino ratioReturn per unit of downside risk | 2.43 | 1.59 | +0.84 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.23 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 2.44 | 1.72 | +0.72 |
Martin ratioReturn relative to average drawdown | 9.52 | 7.16 | +2.36 |
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
| CGIAX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.92 | 1.04 | +0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.78 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.78 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.67 | -0.24 |
Correlation
The correlation between CGIAX and AIVSX is 0.82, 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
CGIAX vs. AIVSX - Dividend Comparison
CGIAX's dividend yield for the trailing twelve months is around 8.11%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGIAX American Funds International Growth and Income Fund | 8.11% | 8.13% | 3.34% | 2.27% | 3.99% | 6.90% | 1.35% | 2.36% | 2.74% | 1.80% | 2.29% | 3.17% |
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
CGIAX vs. AIVSX - Drawdown Comparison
The maximum CGIAX drawdown since its inception was -35.78%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for CGIAX and AIVSX.
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Drawdown Indicators
| CGIAX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.78% | -50.90% | +15.12% |
Max Drawdown (1Y)Largest decline over 1 year | -10.90% | -10.76% | -0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -30.60% | -24.31% | -6.29% |
Max Drawdown (10Y)Largest decline over 10 years | -35.78% | -31.09% | -4.69% |
Current DrawdownCurrent decline from peak | -8.82% | -7.34% | -1.48% |
Average DrawdownAverage peak-to-trough decline | -7.99% | -5.93% | -2.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 2.59% | +0.21% |
Volatility
CGIAX vs. AIVSX - Volatility Comparison
American Funds International Growth and Income Fund (CGIAX) has a higher volatility of 6.31% compared to American Funds Investment Company of America Class A (AIVSX) at 5.75%. This indicates that CGIAX'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
| CGIAX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.31% | 5.75% | +0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 9.69% | 9.93% | -0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.56% | 17.56% | -3.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.43% | 15.96% | -1.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.83% | 16.55% | -0.72% |