NDARX vs. AIVSX
Compare and contrast key facts about American Funds Retirement Income Portfolio - Enhanced (NDARX) and American Funds Investment Company of America Class A (AIVSX).
NDARX is managed by American Funds. It was launched on Aug 27, 2015. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
NDARX vs. AIVSX - Performance Comparison
Loading graphics...
NDARX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NDARX American Funds Retirement Income Portfolio - Enhanced | -0.59% | 17.21% | 11.68% | 12.03% | -10.98% | 15.09% | 7.10% | 17.88% | -4.99% | 13.62% |
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, NDARX achieves a -0.59% return, which is significantly higher than AIVSX's -4.87% return. Over the past 10 years, NDARX has underperformed AIVSX with an annualized return of 7.91%, while AIVSX has yielded a comparatively higher 12.88% annualized return.
NDARX
- 1D
- 1.62%
- 1M
- -4.80%
- YTD
- -0.59%
- 6M
- 1.78%
- 1Y
- 13.91%
- 3Y*
- 12.31%
- 5Y*
- 7.28%
- 10Y*
- 7.91%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NDARX vs. AIVSX - Expense Ratio Comparison
NDARX has a 0.34% expense ratio, which is lower than AIVSX's 0.57% expense ratio.
Return for Risk
NDARX vs. AIVSX — Risk / Return Rank
NDARX
AIVSX
NDARX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Retirement Income Portfolio - Enhanced (NDARX) 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.
| NDARX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.47 | 1.04 | +0.43 |
Sortino ratioReturn per unit of downside risk | 2.06 | 1.59 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.23 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.95 | 1.72 | +0.23 |
Martin ratioReturn relative to average drawdown | 8.65 | 7.16 | +1.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| NDARX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | 1.04 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.78 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.78 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.67 | +0.13 |
Correlation
The correlation between NDARX and AIVSX is 0.93, 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
NDARX vs. AIVSX - Dividend Comparison
NDARX's dividend yield for the trailing twelve months is around 5.27%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NDARX American Funds Retirement Income Portfolio - Enhanced | 5.27% | 5.78% | 3.07% | 3.37% | 5.60% | 4.29% | 2.91% | 4.03% | 4.29% | 2.68% | 2.86% | 0.00% |
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
NDARX vs. AIVSX - Drawdown Comparison
The maximum NDARX drawdown since its inception was -23.62%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for NDARX and AIVSX.
Loading graphics...
Drawdown Indicators
| NDARX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.62% | -50.90% | +27.28% |
Max Drawdown (1Y)Largest decline over 1 year | -7.46% | -10.76% | +3.30% |
Max Drawdown (5Y)Largest decline over 5 years | -18.37% | -24.31% | +5.94% |
Max Drawdown (10Y)Largest decline over 10 years | -23.62% | -31.09% | +7.47% |
Current DrawdownCurrent decline from peak | -5.28% | -7.34% | +2.06% |
Average DrawdownAverage peak-to-trough decline | -3.13% | -5.93% | +2.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.68% | 2.59% | -0.91% |
Volatility
NDARX vs. AIVSX - Volatility Comparison
The current volatility for American Funds Retirement Income Portfolio - Enhanced (NDARX) is 3.75%, while American Funds Investment Company of America Class A (AIVSX) has a volatility of 5.75%. This indicates that NDARX 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.
Loading graphics...
Volatility by Period
| NDARX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.75% | 5.75% | -2.00% |
Volatility (6M)Calculated over the trailing 6-month period | 5.99% | 9.93% | -3.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.80% | 17.56% | -7.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.45% | 15.96% | -6.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.19% | 16.55% | -6.36% |