JVASX vs. AIVSX
Compare and contrast key facts about JPMorgan Value Advantage Fund (JVASX) and American Funds Investment Company of America Class A (AIVSX).
JVASX is managed by JPMorgan Chase. It was launched on Feb 28, 2005. 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: JVASX or AIVSX.
Correlation
The correlation between JVASX 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
JVASX vs. AIVSX - Performance Comparison
Key characteristics
JVASX:
-0.08
AIVSX:
0.65
JVASX:
0.09
AIVSX:
1.05
JVASX:
1.01
AIVSX:
1.16
JVASX:
-0.02
AIVSX:
0.71
JVASX:
-0.05
AIVSX:
2.80
JVASX:
9.19%
AIVSX:
4.44%
JVASX:
18.54%
AIVSX:
18.33%
JVASX:
-59.38%
AIVSX:
-50.43%
JVASX:
-15.25%
AIVSX:
-6.41%
Returns By Period
The year-to-date returns for both investments are quite close, with JVASX having a -1.01% return and AIVSX slightly higher at -0.97%. Over the past 10 years, JVASX has underperformed AIVSX with an annualized return of 3.45%, while AIVSX has yielded a comparatively higher 11.37% annualized return.
JVASX
-1.01%
2.96%
-12.90%
-1.40%
7.13%
3.45%
AIVSX
-0.97%
4.21%
-2.33%
11.82%
16.18%
11.37%
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JVASX vs. AIVSX - Expense Ratio Comparison
JVASX has a 0.79% expense ratio, which is higher than AIVSX's 0.57% expense ratio.
Risk-Adjusted Performance
JVASX vs. AIVSX — Risk-Adjusted Performance Rank
JVASX
AIVSX
JVASX vs. AIVSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Value Advantage Fund (JVASX) 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
JVASX vs. AIVSX - Dividend Comparison
JVASX's dividend yield for the trailing twelve months is around 1.60%, more than AIVSX's 1.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JVASX JPMorgan Value Advantage Fund | 1.60% | 1.58% | 1.62% | 1.71% | 1.00% | 1.65% | 1.46% | 1.84% | 1.09% | 1.22% | 0.67% | 1.06% |
AIVSX American Funds Investment Company of America Class A | 1.09% | 1.07% | 1.44% | 1.50% | 1.20% | 1.40% | 1.93% | 2.17% | 1.68% | 1.89% | 3.08% | 11.76% |
Drawdowns
JVASX vs. AIVSX - Drawdown Comparison
The maximum JVASX drawdown since its inception was -59.38%, which is greater than AIVSX's maximum drawdown of -50.43%. Use the drawdown chart below to compare losses from any high point for JVASX and AIVSX. For additional features, visit the drawdowns tool.
Volatility
JVASX vs. AIVSX - Volatility Comparison
The current volatility for JPMorgan Value Advantage Fund (JVASX) is 5.77%, while American Funds Investment Company of America Class A (AIVSX) has a volatility of 6.44%. This indicates that JVASX 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.