GWPAX vs. AIVSX
Compare and contrast key facts about American Funds Growth Portfolio Class A (GWPAX) and American Funds Investment Company of America Class A (AIVSX).
GWPAX 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
GWPAX vs. AIVSX - Performance Comparison
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GWPAX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GWPAX American Funds Growth Portfolio Class A | -5.63% | 20.47% | 20.17% | 28.76% | -26.97% | 18.59% | 25.34% | 27.19% | -6.59% | 25.12% |
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, GWPAX achieves a -5.63% return, which is significantly lower than AIVSX's -4.87% return. Over the past 10 years, GWPAX has underperformed AIVSX with an annualized return of 11.87%, while AIVSX has yielded a comparatively higher 12.88% annualized return.
GWPAX
- 1D
- 3.37%
- 1M
- -6.92%
- YTD
- -5.63%
- 6M
- -3.30%
- 1Y
- 19.12%
- 3Y*
- 17.31%
- 5Y*
- 7.65%
- 10Y*
- 11.87%
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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GWPAX vs. AIVSX - Expense Ratio Comparison
GWPAX has a 0.73% expense ratio, which is higher than AIVSX's 0.57% expense ratio.
Return for Risk
GWPAX vs. AIVSX — Risk / Return Rank
GWPAX
AIVSX
GWPAX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Portfolio Class A (GWPAX) 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.
| GWPAX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.04 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.59 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.72 | -0.07 |
Martin ratioReturn relative to average drawdown | 6.68 | 7.16 | -0.48 |
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
| GWPAX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.04 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.78 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.78 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.67 | +0.01 |
Correlation
The correlation between GWPAX and AIVSX is 0.95, 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
GWPAX vs. AIVSX - Dividend Comparison
GWPAX's dividend yield for the trailing twelve months is around 6.09%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPAX American Funds Growth Portfolio Class A | 6.09% | 5.75% | 5.83% | 1.61% | 9.94% | 3.42% | 3.42% | 5.77% | 6.19% | 3.39% | 4.36% | 4.84% |
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
GWPAX vs. AIVSX - Drawdown Comparison
The maximum GWPAX drawdown since its inception was -34.15%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for GWPAX and AIVSX.
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Drawdown Indicators
| GWPAX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.15% | -50.90% | +16.75% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -10.76% | -1.02% |
Max Drawdown (5Y)Largest decline over 5 years | -34.15% | -24.31% | -9.84% |
Max Drawdown (10Y)Largest decline over 10 years | -34.15% | -31.09% | -3.06% |
Current DrawdownCurrent decline from peak | -8.81% | -7.34% | -1.47% |
Average DrawdownAverage peak-to-trough decline | -5.77% | -5.93% | +0.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 2.59% | +0.32% |
Volatility
GWPAX vs. AIVSX - Volatility Comparison
American Funds Growth Portfolio Class A (GWPAX) has a higher volatility of 6.61% compared to American Funds Investment Company of America Class A (AIVSX) at 5.75%. This indicates that GWPAX'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
| GWPAX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.61% | 5.75% | +0.86% |
Volatility (6M)Calculated over the trailing 6-month period | 11.28% | 9.93% | +1.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.89% | 17.56% | +1.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.17% | 15.96% | +2.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.95% | 16.55% | +1.40% |