IGAAX vs. AIVSX
Compare and contrast key facts about American Funds International Growth and Income Fund Class A (IGAAX) and American Funds Investment Company of America Class A (AIVSX).
IGAAX is managed by American Funds. It was launched on Oct 1, 2008. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
IGAAX vs. AIVSX - Performance Comparison
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IGAAX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGAAX American Funds International Growth and Income Fund Class A | 1.55% | 35.09% | 3.28% | 15.25% | -15.47% | 9.80% | 7.78% | 27.11% | -14.38% | 26.08% |
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, IGAAX achieves a 1.55% return, which is significantly higher than AIVSX's -4.87% return. Over the past 10 years, IGAAX has underperformed AIVSX with an annualized return of 8.77%, while AIVSX has yielded a comparatively higher 12.88% annualized return.
IGAAX
- 1D
- 2.33%
- 1M
- -7.31%
- YTD
- 1.55%
- 6M
- 6.45%
- 1Y
- 26.97%
- 3Y*
- 14.95%
- 5Y*
- 7.44%
- 10Y*
- 8.77%
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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IGAAX vs. AIVSX - Expense Ratio Comparison
IGAAX has a 0.91% expense ratio, which is higher than AIVSX's 0.57% expense ratio.
Return for Risk
IGAAX vs. AIVSX — Risk / Return Rank
IGAAX
AIVSX
IGAAX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds International Growth and Income Fund Class A (IGAAX) 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.
| IGAAX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.92 | 1.04 | +0.88 |
Sortino ratioReturn per unit of downside risk | 2.43 | 1.59 | +0.85 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.23 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 2.44 | 1.72 | +0.72 |
Martin ratioReturn relative to average drawdown | 9.51 | 7.16 | +2.35 |
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
| IGAAX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.92 | 1.04 | +0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.78 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.78 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.67 | -0.23 |
Correlation
The correlation between IGAAX 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
IGAAX vs. AIVSX - Dividend Comparison
IGAAX's dividend yield for the trailing twelve months is around 8.12%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGAAX American Funds International Growth and Income Fund Class A | 8.12% | 8.14% | 3.37% | 2.29% | 4.00% | 6.91% | 1.37% | 2.40% | 2.81% | 1.85% | 2.35% | 3.25% |
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
IGAAX vs. AIVSX - Drawdown Comparison
The maximum IGAAX drawdown since its inception was -35.79%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for IGAAX and AIVSX.
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Drawdown Indicators
| IGAAX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.79% | -50.90% | +15.11% |
Max Drawdown (1Y)Largest decline over 1 year | -10.92% | -10.76% | -0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -30.57% | -24.31% | -6.26% |
Max Drawdown (10Y)Largest decline over 10 years | -35.79% | -31.09% | -4.70% |
Current DrawdownCurrent decline from peak | -8.84% | -7.34% | -1.50% |
Average DrawdownAverage peak-to-trough decline | -7.96% | -5.93% | -2.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 2.59% | +0.21% |
Volatility
IGAAX vs. AIVSX - Volatility Comparison
American Funds International Growth and Income Fund Class A (IGAAX) has a higher volatility of 6.30% compared to American Funds Investment Company of America Class A (AIVSX) at 5.75%. This indicates that IGAAX'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
| IGAAX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.30% | 5.75% | +0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 9.93% | -0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.55% | 17.56% | -3.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.43% | 15.96% | -1.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.82% | 16.55% | -0.73% |