INPFX vs. AIVSX
Compare and contrast key facts about American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) and American Funds Investment Company of America Class A (AIVSX).
INPFX 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
INPFX vs. AIVSX - Performance Comparison
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INPFX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | -1.32% | 14.29% | 9.20% | 9.46% | -8.74% | 12.90% | 5.67% | 15.76% | -3.57% | 11.43% |
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, INPFX achieves a -1.32% return, which is significantly higher than AIVSX's -7.68% return. Over the past 10 years, INPFX has underperformed AIVSX with an annualized return of 6.84%, while AIVSX has yielded a comparatively higher 12.54% annualized return.
INPFX
- 1D
- 0.07%
- 1M
- -5.13%
- YTD
- -1.32%
- 6M
- 0.78%
- 1Y
- 9.95%
- 3Y*
- 9.75%
- 5Y*
- 5.98%
- 10Y*
- 6.84%
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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INPFX vs. AIVSX - Expense Ratio Comparison
INPFX has a 0.66% expense ratio, which is higher than AIVSX's 0.57% expense ratio.
Return for Risk
INPFX vs. AIVSX — Risk / Return Rank
INPFX
AIVSX
INPFX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) 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.
| INPFX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 0.87 | +0.49 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.35 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.20 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.18 | +0.37 |
Martin ratioReturn relative to average drawdown | 6.91 | 5.00 | +1.90 |
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
| INPFX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 0.87 | +0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.76 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.76 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.88 | 0.67 | +0.21 |
Correlation
The correlation between INPFX and AIVSX is 0.90, 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
INPFX vs. AIVSX - Dividend Comparison
INPFX's dividend yield for the trailing twelve months is around 5.61%, less than AIVSX's 11.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | 5.61% | 5.61% | 5.15% | 4.76% | 4.84% | 4.38% | 5.54% | 4.53% | 4.79% | 3.25% | 3.53% | 3.85% |
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
INPFX vs. AIVSX - Drawdown Comparison
The maximum INPFX drawdown since its inception was -21.31%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for INPFX and AIVSX.
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Drawdown Indicators
| INPFX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.31% | -50.90% | +29.59% |
Max Drawdown (1Y)Largest decline over 1 year | -6.25% | -10.76% | +4.51% |
Max Drawdown (5Y)Largest decline over 5 years | -15.37% | -24.31% | +8.94% |
Max Drawdown (10Y)Largest decline over 10 years | -21.31% | -31.09% | +9.78% |
Current DrawdownCurrent decline from peak | -5.13% | -10.08% | +4.95% |
Average DrawdownAverage peak-to-trough decline | -2.32% | -5.93% | +3.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.40% | 2.54% | -1.14% |
Volatility
INPFX vs. AIVSX - Volatility Comparison
The current volatility for American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) is 2.46%, while American Funds Investment Company of America Class A (AIVSX) has a volatility of 4.60%. This indicates that INPFX 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
| INPFX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.46% | 4.60% | -2.14% |
Volatility (6M)Calculated over the trailing 6-month period | 4.38% | 9.45% | -5.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.55% | 17.34% | -9.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.48% | 15.91% | -8.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.34% | 16.52% | -8.18% |