CIVVX vs. IGAAX
Compare and contrast key facts about Causeway International Value Fund (CIVVX) and American Funds International Growth and Income Fund Class A (IGAAX).
CIVVX is managed by Causeway. It was launched on Oct 25, 2001. IGAAX is managed by American Funds. It was launched on Oct 1, 2008.
Performance
CIVVX vs. IGAAX - Performance Comparison
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CIVVX vs. IGAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIVVX Causeway International Value Fund | -4.47% | 38.72% | 3.46% | 26.99% | -6.99% | 8.86% | 5.16% | 19.81% | -18.83% | 27.09% |
IGAAX American Funds International Growth and Income Fund Class A | 1.55% | 35.09% | 3.28% | 15.25% | -15.47% | 9.80% | 7.78% | 27.11% | -14.38% | 26.08% |
Returns By Period
In the year-to-date period, CIVVX achieves a -4.47% return, which is significantly lower than IGAAX's 1.55% return. Over the past 10 years, CIVVX has outperformed IGAAX with an annualized return of 9.33%, while IGAAX has yielded a comparatively lower 8.77% annualized return.
CIVVX
- 1D
- 2.77%
- 1M
- -10.15%
- YTD
- -4.47%
- 6M
- 1.70%
- 1Y
- 20.18%
- 3Y*
- 15.13%
- 5Y*
- 10.16%
- 10Y*
- 9.33%
IGAAX
- 1D
- 2.33%
- 1M
- -7.31%
- YTD
- 1.55%
- 6M
- 6.45%
- 1Y
- 26.97%
- 3Y*
- 14.95%
- 5Y*
- 7.44%
- 10Y*
- 8.77%
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CIVVX vs. IGAAX - Expense Ratio Comparison
CIVVX has a 1.10% expense ratio, which is higher than IGAAX's 0.91% expense ratio.
Return for Risk
CIVVX vs. IGAAX — Risk / Return Rank
CIVVX
IGAAX
CIVVX vs. IGAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Causeway International Value Fund (CIVVX) and American Funds International Growth and Income Fund Class A (IGAAX). 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.
| CIVVX | IGAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.92 | -0.82 |
Sortino ratioReturn per unit of downside risk | 1.55 | 2.43 | -0.89 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.39 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 2.44 | -1.38 |
Martin ratioReturn relative to average drawdown | 4.12 | 9.51 | -5.39 |
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
| CIVVX | IGAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.92 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.52 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.56 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.44 | -0.06 |
Correlation
The correlation between CIVVX and IGAAX 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
CIVVX vs. IGAAX - Dividend Comparison
CIVVX's dividend yield for the trailing twelve months is around 10.04%, more than IGAAX's 8.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIVVX Causeway International Value Fund | 10.04% | 9.59% | 9.07% | 3.39% | 1.54% | 1.60% | 1.11% | 4.41% | 3.31% | 1.73% | 1.69% | 1.70% |
IGAAX American Funds International Growth and Income Fund Class A | 8.12% | 8.14% | 3.37% | 2.29% | 4.00% | 6.91% | 1.37% | 2.40% | 2.81% | 1.85% | 2.35% | 3.25% |
Drawdowns
CIVVX vs. IGAAX - Drawdown Comparison
The maximum CIVVX drawdown since its inception was -61.07%, which is greater than IGAAX's maximum drawdown of -35.79%. Use the drawdown chart below to compare losses from any high point for CIVVX and IGAAX.
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Drawdown Indicators
| CIVVX | IGAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.07% | -35.79% | -25.28% |
Max Drawdown (1Y)Largest decline over 1 year | -16.20% | -10.92% | -5.28% |
Max Drawdown (5Y)Largest decline over 5 years | -28.60% | -30.57% | +1.97% |
Max Drawdown (10Y)Largest decline over 10 years | -45.13% | -35.79% | -9.34% |
Current DrawdownCurrent decline from peak | -13.03% | -8.84% | -4.19% |
Average DrawdownAverage peak-to-trough decline | -11.24% | -7.96% | -3.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.15% | 2.80% | +1.35% |
Volatility
CIVVX vs. IGAAX - Volatility Comparison
Causeway International Value Fund (CIVVX) has a higher volatility of 8.44% compared to American Funds International Growth and Income Fund Class A (IGAAX) at 6.30%. This indicates that CIVVX's price experiences larger fluctuations and is considered to be riskier than IGAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIVVX | IGAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.44% | 6.30% | +2.14% |
Volatility (6M)Calculated over the trailing 6-month period | 12.39% | 9.67% | +2.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.90% | 14.55% | +4.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.85% | 14.43% | +3.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.24% | 15.82% | +3.42% |