NEWFX vs. AIVSX
Compare and contrast key facts about American Funds New World Fund (NEWFX) and American Funds Investment Company of America Class A (AIVSX).
NEWFX is managed by American Funds. It was launched on Jun 16, 1999. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
NEWFX vs. AIVSX - Performance Comparison
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NEWFX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEWFX American Funds New World Fund | -1.57% | 28.16% | 6.45% | 15.75% | -22.08% | 4.69% | 24.79% | 27.51% | -12.32% | 32.56% |
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, NEWFX achieves a -1.57% return, which is significantly higher than AIVSX's -4.87% return. Over the past 10 years, NEWFX has underperformed AIVSX with an annualized return of 9.32%, while AIVSX has yielded a comparatively higher 12.88% annualized return.
NEWFX
- 1D
- 2.62%
- 1M
- -8.59%
- YTD
- -1.57%
- 6M
- 1.91%
- 1Y
- 23.53%
- 3Y*
- 13.41%
- 5Y*
- 4.37%
- 10Y*
- 9.32%
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%
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NEWFX vs. AIVSX - Expense Ratio Comparison
NEWFX has a 0.96% expense ratio, which is higher than AIVSX's 0.57% expense ratio.
Return for Risk
NEWFX vs. AIVSX — Risk / Return Rank
NEWFX
AIVSX
NEWFX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds New World Fund (NEWFX) 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.
| NEWFX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 1.04 | +0.52 |
Sortino ratioReturn per unit of downside risk | 2.16 | 1.59 | +0.57 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.23 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 1.72 | +0.07 |
Martin ratioReturn relative to average drawdown | 7.45 | 7.16 | +0.30 |
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
| NEWFX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 1.04 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.78 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.78 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.67 | -0.18 |
Correlation
The correlation between NEWFX and AIVSX is 0.78, 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
NEWFX vs. AIVSX - Dividend Comparison
NEWFX's dividend yield for the trailing twelve months is around 5.80%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEWFX American Funds New World Fund | 5.80% | 5.71% | 3.66% | 2.46% | 0.89% | 6.89% | 0.10% | 3.65% | 2.26% | 1.90% | 0.92% | 0.60% |
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
NEWFX vs. AIVSX - Drawdown Comparison
The maximum NEWFX drawdown since its inception was -56.71%, which is greater than AIVSX's maximum drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for NEWFX and AIVSX.
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Drawdown Indicators
| NEWFX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.71% | -50.90% | -5.81% |
Max Drawdown (1Y)Largest decline over 1 year | -13.03% | -10.76% | -2.27% |
Max Drawdown (5Y)Largest decline over 5 years | -33.68% | -24.31% | -9.37% |
Max Drawdown (10Y)Largest decline over 10 years | -33.68% | -31.09% | -2.59% |
Current DrawdownCurrent decline from peak | -10.76% | -7.34% | -3.42% |
Average DrawdownAverage peak-to-trough decline | -11.80% | -5.93% | -5.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 2.59% | +0.55% |
Volatility
NEWFX vs. AIVSX - Volatility Comparison
American Funds New World Fund (NEWFX) has a higher volatility of 7.10% compared to American Funds Investment Company of America Class A (AIVSX) at 5.75%. This indicates that NEWFX's price experiences larger fluctuations and is considered to be riskier 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
| NEWFX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.10% | 5.75% | +1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 11.01% | 9.93% | +1.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.63% | 17.56% | -1.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.17% | 15.96% | -0.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.98% | 16.55% | -0.57% |