GAIOX vs. AIVSX
Compare and contrast key facts about American Funds Growth and Income Portfolio (GAIOX) and American Funds Investment Company of America Class A (AIVSX).
GAIOX is managed by American Funds. It was launched on May 18, 2012. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
GAIOX vs. AIVSX - Performance Comparison
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GAIOX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GAIOX American Funds Growth and Income Portfolio | -2.54% | 17.92% | 14.54% | 18.77% | -15.88% | 16.31% | 16.35% | 21.90% | -5.91% | 19.13% |
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, GAIOX achieves a -2.54% return, which is significantly higher than AIVSX's -4.87% return. Over the past 10 years, GAIOX has underperformed AIVSX with an annualized return of 9.91%, while AIVSX has yielded a comparatively higher 12.88% annualized return.
GAIOX
- 1D
- 2.32%
- 1M
- -5.47%
- YTD
- -2.54%
- 6M
- -0.41%
- 1Y
- 15.59%
- 3Y*
- 14.24%
- 5Y*
- 7.78%
- 10Y*
- 9.91%
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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GAIOX vs. AIVSX - Expense Ratio Comparison
GAIOX has a 0.66% expense ratio, which is higher than AIVSX's 0.57% expense ratio.
Return for Risk
GAIOX vs. AIVSX — Risk / Return Rank
GAIOX
AIVSX
GAIOX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth and Income Portfolio (GAIOX) 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.
| GAIOX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.04 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.59 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 1.72 | +0.10 |
Martin ratioReturn relative to average drawdown | 7.85 | 7.16 | +0.69 |
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
| GAIOX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.04 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.78 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.78 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.67 | +0.14 |
Correlation
The correlation between GAIOX and AIVSX is 0.97, 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
GAIOX vs. AIVSX - Dividend Comparison
GAIOX's dividend yield for the trailing twelve months is around 5.64%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GAIOX American Funds Growth and Income Portfolio | 5.64% | 5.50% | 4.81% | 2.81% | 6.45% | 5.13% | 4.00% | 5.51% | 6.10% | 3.45% | 4.39% | 4.60% |
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
GAIOX vs. AIVSX - Drawdown Comparison
The maximum GAIOX drawdown since its inception was -26.55%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for GAIOX and AIVSX.
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Drawdown Indicators
| GAIOX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.55% | -50.90% | +24.35% |
Max Drawdown (1Y)Largest decline over 1 year | -8.83% | -10.76% | +1.93% |
Max Drawdown (5Y)Largest decline over 5 years | -23.11% | -24.31% | +1.20% |
Max Drawdown (10Y)Largest decline over 10 years | -26.55% | -31.09% | +4.54% |
Current DrawdownCurrent decline from peak | -6.19% | -7.34% | +1.15% |
Average DrawdownAverage peak-to-trough decline | -3.47% | -5.93% | +2.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 2.59% | -0.54% |
Volatility
GAIOX vs. AIVSX - Volatility Comparison
The current volatility for American Funds Growth and Income Portfolio (GAIOX) is 4.80%, while American Funds Investment Company of America Class A (AIVSX) has a volatility of 5.75%. This indicates that GAIOX 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
| GAIOX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 5.75% | -0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 7.93% | 9.93% | -2.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.84% | 17.56% | -4.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.53% | 15.96% | -3.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.14% | 16.55% | -3.41% |