GWPFX vs. AIVSX
Compare and contrast key facts about American Funds Global Growth Fund Class R-6 (GWPFX) and American Funds Investment Company of America Class A (AIVSX).
GWPFX is managed by American Funds. It was launched on May 18, 2009. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
GWPFX vs. AIVSX - Performance Comparison
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GWPFX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GWPFX American Funds Global Growth Fund Class R-6 | -8.70% | 20.46% | 20.08% | 28.78% | -26.99% | 18.56% | 25.39% | 27.19% | -6.61% | 25.09% |
AIVSX American Funds Investment Company of America Class A | -7.68% | 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, GWPFX achieves a -8.70% return, which is significantly lower than AIVSX's -7.68% return. Over the past 10 years, GWPFX has underperformed AIVSX with an annualized return of 11.48%, while AIVSX has yielded a comparatively higher 12.54% annualized return.
GWPFX
- 1D
- -0.64%
- 1M
- -10.22%
- YTD
- -8.70%
- 6M
- -5.94%
- 1Y
- 15.86%
- 3Y*
- 15.98%
- 5Y*
- 7.26%
- 10Y*
- 11.48%
AIVSX
- 1D
- -0.31%
- 1M
- -8.80%
- YTD
- -7.68%
- 6M
- -5.63%
- 1Y
- 14.65%
- 3Y*
- 18.86%
- 5Y*
- 12.03%
- 10Y*
- 12.54%
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GWPFX vs. AIVSX - Expense Ratio Comparison
GWPFX has a 0.47% expense ratio, which is lower than AIVSX's 0.57% expense ratio.
Return for Risk
GWPFX vs. AIVSX — Risk / Return Rank
GWPFX
AIVSX
GWPFX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Global Growth Fund Class R-6 (GWPFX) 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.
| GWPFX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.87 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.35 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 1.18 | -0.08 |
Martin ratioReturn relative to average drawdown | 4.55 | 5.00 | -0.46 |
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
| GWPFX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.87 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.76 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.76 | -0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.67 | -0.36 |
Correlation
The correlation between GWPFX 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
GWPFX vs. AIVSX - Dividend Comparison
GWPFX's dividend yield for the trailing twelve months is around 6.30%, less than AIVSX's 11.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPFX American Funds Global Growth Fund Class R-6 | 6.30% | 5.75% | 5.81% | 1.60% | 9.84% | 3.39% | 3.41% | 5.77% | 6.18% | 3.35% | 4.30% | 4.75% |
AIVSX American Funds Investment Company of America Class A | 11.51% | 10.60% | 9.29% | 4.96% | 6.12% | 6.94% | 1.65% | 6.15% | 9.61% | 7.08% | 5.48% | 8.95% |
Drawdowns
GWPFX vs. AIVSX - Drawdown Comparison
The maximum GWPFX drawdown since its inception was -52.51%, roughly equal to the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for GWPFX and AIVSX.
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Drawdown Indicators
| GWPFX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.51% | -50.90% | -1.61% |
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 | -52.51% | -31.09% | -21.42% |
Current DrawdownCurrent decline from peak | -11.78% | -10.08% | -1.70% |
Average DrawdownAverage peak-to-trough decline | -5.80% | -5.93% | +0.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.86% | 2.54% | +0.32% |
Volatility
GWPFX vs. AIVSX - Volatility Comparison
American Funds Global Growth Fund Class R-6 (GWPFX) has a higher volatility of 5.34% compared to American Funds Investment Company of America Class A (AIVSX) at 4.60%. This indicates that GWPFX'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
| GWPFX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 4.60% | +0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 10.77% | 9.45% | +1.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.61% | 17.34% | +1.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.11% | 15.91% | +2.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.59% | 16.52% | +25.07% |