FNWFX vs. AIVSX
Compare and contrast key facts about American Funds New World Fund Class F-3 (FNWFX) and American Funds Investment Company of America Class A (AIVSX).
FNWFX is managed by American Funds. It was launched on Jun 17, 1999. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
FNWFX vs. AIVSX - Performance Comparison
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FNWFX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FNWFX American Funds New World Fund Class F-3 | -1.47% | 28.67% | 6.88% | 16.24% | -21.77% | 5.09% | 25.30% | 28.02% | -12.00% | 25.87% |
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% | 16.33% |
Returns By Period
In the year-to-date period, FNWFX achieves a -1.47% return, which is significantly higher than AIVSX's -4.87% return.
FNWFX
- 1D
- 2.61%
- 1M
- -8.56%
- YTD
- -1.47%
- 6M
- 2.11%
- 1Y
- 24.01%
- 3Y*
- 13.87%
- 5Y*
- 4.79%
- 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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FNWFX vs. AIVSX - Expense Ratio Comparison
Both FNWFX and AIVSX have an expense ratio of 0.57%.
Return for Risk
FNWFX vs. AIVSX — Risk / Return Rank
FNWFX
AIVSX
FNWFX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds New World Fund Class F-3 (FNWFX) 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.
| FNWFX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.04 | +0.55 |
Sortino ratioReturn per unit of downside risk | 2.19 | 1.59 | +0.61 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.23 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.83 | 1.72 | +0.11 |
Martin ratioReturn relative to average drawdown | 7.63 | 7.16 | +0.47 |
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
| FNWFX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.04 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.78 | -0.47 |
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 | -0.09 |
Correlation
The correlation between FNWFX 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
FNWFX vs. AIVSX - Dividend Comparison
FNWFX's dividend yield for the trailing twelve months is around 6.18%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNWFX American Funds New World Fund Class F-3 | 6.18% | 6.09% | 4.10% | 2.88% | 1.33% | 7.32% | 0.43% | 4.04% | 2.70% | 2.27% | 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
FNWFX vs. AIVSX - Drawdown Comparison
The maximum FNWFX drawdown since its inception was -33.40%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for FNWFX and AIVSX.
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Drawdown Indicators
| FNWFX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.40% | -50.90% | +17.50% |
Max Drawdown (1Y)Largest decline over 1 year | -13.00% | -10.76% | -2.24% |
Max Drawdown (5Y)Largest decline over 5 years | -33.40% | -24.31% | -9.09% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.09% | — |
Current DrawdownCurrent decline from peak | -10.73% | -7.34% | -3.39% |
Average DrawdownAverage peak-to-trough decline | -8.80% | -5.93% | -2.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 2.59% | +0.54% |
Volatility
FNWFX vs. AIVSX - Volatility Comparison
American Funds New World Fund Class F-3 (FNWFX) has a higher volatility of 7.09% compared to American Funds Investment Company of America Class A (AIVSX) at 5.75%. This indicates that FNWFX'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
| FNWFX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.09% | 5.75% | +1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 11.01% | 9.93% | +1.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.62% | 17.56% | -1.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.17% | 15.96% | -0.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 16.55% | -0.23% |