Correlation
The correlation between IGAAX and CIVVX is 0.70, 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.
IGAAX vs. CIVVX
Compare and contrast key facts about American Funds International Growth and Income Fund Class A (IGAAX) and Causeway International Value Fund (CIVVX).
IGAAX is managed by American Funds. It was launched on Oct 1, 2008. CIVVX is managed by Causeway. It was launched on Oct 25, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IGAAX or CIVVX.
Performance
IGAAX vs. CIVVX - Performance Comparison
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Key characteristics
IGAAX:
0.87
CIVVX:
0.35
IGAAX:
1.11
CIVVX:
0.51
IGAAX:
1.15
CIVVX:
1.07
IGAAX:
0.91
CIVVX:
0.30
IGAAX:
2.80
CIVVX:
0.76
IGAAX:
4.09%
CIVVX:
7.40%
IGAAX:
14.89%
CIVVX:
19.31%
IGAAX:
-35.79%
CIVVX:
-70.48%
IGAAX:
-0.59%
CIVVX:
-1.23%
Returns By Period
The year-to-date returns for both investments are quite close, with IGAAX having a 16.94% return and CIVVX slightly higher at 17.33%. Over the past 10 years, IGAAX has outperformed CIVVX with an annualized return of 5.50%, while CIVVX has yielded a comparatively lower 5.01% annualized return.
IGAAX
16.94%
5.58%
14.18%
12.26%
10.41%
11.18%
5.50%
CIVVX
17.33%
5.47%
7.62%
5.96%
11.56%
14.10%
5.01%
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IGAAX vs. CIVVX - Expense Ratio Comparison
IGAAX has a 0.91% expense ratio, which is lower than CIVVX's 1.10% expense ratio.
Risk-Adjusted Performance
IGAAX vs. CIVVX — Risk-Adjusted Performance Rank
IGAAX
CIVVX
IGAAX vs. CIVVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds International Growth and Income Fund Class A (IGAAX) and Causeway International Value Fund (CIVVX). 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.
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Dividends
IGAAX vs. CIVVX - Dividend Comparison
IGAAX's dividend yield for the trailing twelve months is around 2.79%, less than CIVVX's 7.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGAAX American Funds International Growth and Income Fund Class A | 2.79% | 3.37% | 2.29% | 4.00% | 6.91% | 1.37% | 2.40% | 2.81% | 1.85% | 2.35% | 3.25% | 6.66% |
CIVVX Causeway International Value Fund | 7.73% | 9.07% | 3.39% | 1.54% | 1.60% | 1.11% | 4.42% | 3.31% | 1.73% | 1.69% | 1.70% | 2.31% |
Drawdowns
IGAAX vs. CIVVX - Drawdown Comparison
The maximum IGAAX drawdown since its inception was -35.79%, smaller than the maximum CIVVX drawdown of -70.48%. Use the drawdown chart below to compare losses from any high point for IGAAX and CIVVX.
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Volatility
IGAAX vs. CIVVX - Volatility Comparison
The current volatility for American Funds International Growth and Income Fund Class A (IGAAX) is 2.73%, while Causeway International Value Fund (CIVVX) has a volatility of 3.81%. This indicates that IGAAX experiences smaller price fluctuations and is considered to be less risky than CIVVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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