NFFFX vs. AIVSX
Compare and contrast key facts about American Funds New World Fund (NFFFX) and American Funds Investment Company of America Class A (AIVSX).
NFFFX is managed by American Funds. It was launched on Jun 17, 1999. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
NFFFX vs. AIVSX - Performance Comparison
Loading graphics...
NFFFX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NFFFX American Funds New World Fund | -1.50% | 28.52% | 6.78% | 16.11% | -21.86% | 4.98% | 25.17% | 27.89% | -12.08% | 32.92% |
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, NFFFX achieves a -1.50% return, which is significantly higher than AIVSX's -4.87% return. Over the past 10 years, NFFFX has underperformed AIVSX with an annualized return of 9.64%, while AIVSX has yielded a comparatively higher 12.88% annualized return.
NFFFX
- 1D
- 2.61%
- 1M
- -8.56%
- YTD
- -1.50%
- 6M
- 2.06%
- 1Y
- 23.89%
- 3Y*
- 13.75%
- 5Y*
- 4.67%
- 10Y*
- 9.64%
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.
NFFFX vs. AIVSX - Expense Ratio Comparison
NFFFX has a 0.68% expense ratio, which is higher than AIVSX's 0.57% expense ratio.
Return for Risk
NFFFX vs. AIVSX — Risk / Return Rank
NFFFX
AIVSX
NFFFX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds New World Fund (NFFFX) 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.
| NFFFX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.58 | 1.04 | +0.54 |
Sortino ratioReturn per unit of downside risk | 2.18 | 1.59 | +0.60 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.23 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 1.72 | +0.10 |
Martin ratioReturn relative to average drawdown | 7.58 | 7.16 | +0.42 |
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
| NFFFX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.58 | 1.04 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.78 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.78 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.67 | -0.33 |
Correlation
The correlation between NFFFX and AIVSX is 0.83, 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
NFFFX vs. AIVSX - Dividend Comparison
NFFFX's dividend yield for the trailing twelve months is around 6.10%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NFFFX American Funds New World Fund | 6.10% | 6.01% | 4.01% | 2.78% | 1.21% | 7.23% | 0.35% | 3.95% | 2.62% | 2.17% | 1.28% | 0.94% |
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
NFFFX vs. AIVSX - Drawdown Comparison
The maximum NFFFX drawdown since its inception was -50.17%, roughly equal to the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for NFFFX and AIVSX.
Loading graphics...
Drawdown Indicators
| NFFFX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.17% | -50.90% | +0.73% |
Max Drawdown (1Y)Largest decline over 1 year | -13.01% | -10.76% | -2.25% |
Max Drawdown (5Y)Largest decline over 5 years | -33.48% | -24.31% | -9.17% |
Max Drawdown (10Y)Largest decline over 10 years | -33.48% | -31.09% | -2.39% |
Current DrawdownCurrent decline from peak | -10.73% | -7.34% | -3.39% |
Average DrawdownAverage peak-to-trough decline | -9.89% | -5.93% | -3.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 2.59% | +0.54% |
Volatility
NFFFX vs. AIVSX - Volatility Comparison
American Funds New World Fund (NFFFX) has a higher volatility of 7.09% compared to American Funds Investment Company of America Class A (AIVSX) at 5.75%. This indicates that NFFFX'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.
Loading graphics...
Volatility by Period
| NFFFX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.09% | 5.75% | +1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 11.01% | 9.93% | +1.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.62% | 17.56% | -1.94% |
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% |