JGYIX vs. AIVSX
Compare and contrast key facts about John Hancock Global Shareholder Yield Fund (JGYIX) and American Funds Investment Company of America Class A (AIVSX).
JGYIX is managed by John Hancock. It was launched on Feb 28, 2007. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JGYIX or AIVSX.
Key characteristics
| JGYIX | AIVSX | |
|---|---|---|
| YTD Return | 18.55% | 19.25% |
| 1Y Return | 24.30% | 30.93% |
| 3Y Return (Ann) | 9.65% | 11.04% |
| 5Y Return (Ann) | 9.21% | 14.95% |
| 10Y Return (Ann) | 6.56% | 11.59% |
| Sharpe Ratio | 2.28 | 2.42 |
| Daily Std Dev | 10.33% | 12.70% |
| Max Drawdown | -45.97% | -50.56% |
| Current Drawdown | 0.00% | -0.05% |
Correlation
The correlation between JGYIX and AIVSX is 0.89, 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.
Performance
JGYIX vs. AIVSX - Performance Comparison
The year-to-date returns for both investments are quite close, with JGYIX having a 18.55% return and AIVSX slightly higher at 19.25%. Over the past 10 years, JGYIX has underperformed AIVSX with an annualized return of 6.56%, while AIVSX has yielded a comparatively higher 11.59% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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JGYIX vs. AIVSX - Expense Ratio Comparison
JGYIX has a 0.84% expense ratio, which is higher than AIVSX's 0.57% expense ratio.
Risk-Adjusted Performance
JGYIX vs. AIVSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Global Shareholder Yield Fund (JGYIX) 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.
Dividends
JGYIX vs. AIVSX - Dividend Comparison
JGYIX's dividend yield for the trailing twelve months is around 3.92%, less than AIVSX's 4.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGYIX John Hancock Global Shareholder Yield Fund | 3.92% | 4.37% | 9.51% | 11.27% | 2.71% | 4.81% | 6.31% | 2.91% | 3.19% | 8.38% | 7.91% | 6.65% |
AIVSX American Funds Investment Company of America Class A | 4.33% | 4.96% | 6.12% | 6.94% | 1.65% | 6.51% | 11.61% | 7.25% | 5.45% | 9.75% | 11.66% | 9.04% |
Drawdowns
JGYIX vs. AIVSX - Drawdown Comparison
The maximum JGYIX drawdown since its inception was -45.97%, smaller than the maximum AIVSX drawdown of -50.56%. Use the drawdown chart below to compare losses from any high point for JGYIX and AIVSX. For additional features, visit the drawdowns tool.
Volatility
JGYIX vs. AIVSX - Volatility Comparison
The current volatility for John Hancock Global Shareholder Yield Fund (JGYIX) is 2.78%, while American Funds Investment Company of America Class A (AIVSX) has a volatility of 3.96%. This indicates that JGYIX 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.