GAFFX vs. AIVSX
Compare and contrast key facts about American Funds Growth Fund of Amer F3 (GAFFX) and American Funds Investment Company of America Class A (AIVSX).
GAFFX is managed by American Funds. It was launched on Aug 1, 2008. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
GAFFX vs. AIVSX - Performance Comparison
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GAFFX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GAFFX American Funds Growth Fund of Amer F3 | -8.00% | 20.09% | 28.41% | 37.68% | -30.54% | 19.67% | 38.31% | 28.57% | -2.89% | 20.76% |
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, GAFFX achieves a -8.00% return, which is significantly lower than AIVSX's -4.87% return.
GAFFX
- 1D
- 3.55%
- 1M
- -6.33%
- YTD
- -8.00%
- 6M
- -7.02%
- 1Y
- 17.18%
- 3Y*
- 20.63%
- 5Y*
- 9.29%
- 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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GAFFX vs. AIVSX - Expense Ratio Comparison
GAFFX has a 0.30% expense ratio, which is lower than AIVSX's 0.57% expense ratio.
Return for Risk
GAFFX vs. AIVSX — Risk / Return Rank
GAFFX
AIVSX
GAFFX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Fund of Amer F3 (GAFFX) 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.
| GAFFX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.04 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.59 | -0.22 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 1.72 | -0.43 |
Martin ratioReturn relative to average drawdown | 4.90 | 7.16 | -2.25 |
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
| GAFFX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.04 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.78 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.67 | +0.04 |
Correlation
The correlation between GAFFX and AIVSX is 0.94, 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
GAFFX vs. AIVSX - Dividend Comparison
GAFFX's dividend yield for the trailing twelve months is around 11.96%, more than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GAFFX American Funds Growth Fund of Amer F3 | 11.96% | 11.00% | 9.30% | 7.71% | 4.45% | 8.50% | 4.58% | 7.47% | 12.37% | 7.36% | 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
GAFFX vs. AIVSX - Drawdown Comparison
The maximum GAFFX drawdown since its inception was -36.19%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for GAFFX and AIVSX.
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Drawdown Indicators
| GAFFX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.19% | -50.90% | +14.71% |
Max Drawdown (1Y)Largest decline over 1 year | -13.71% | -10.76% | -2.95% |
Max Drawdown (5Y)Largest decline over 5 years | -36.19% | -24.31% | -11.88% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.09% | — |
Current DrawdownCurrent decline from peak | -10.64% | -7.34% | -3.30% |
Average DrawdownAverage peak-to-trough decline | -7.51% | -5.93% | -1.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.62% | 2.59% | +1.03% |
Volatility
GAFFX vs. AIVSX - Volatility Comparison
American Funds Growth Fund of Amer F3 (GAFFX) has a higher volatility of 6.76% compared to American Funds Investment Company of America Class A (AIVSX) at 5.75%. This indicates that GAFFX'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
| GAFFX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.76% | 5.75% | +1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 12.14% | 9.93% | +2.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.02% | 17.56% | +3.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.23% | 15.96% | +4.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.22% | 16.55% | +3.67% |