OPOCX vs. AIVSX
Compare and contrast key facts about Invesco Discovery Fund (OPOCX) and American Funds Investment Company of America Class A (AIVSX).
OPOCX is managed by Invesco. It was launched on Sep 11, 1986. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
OPOCX vs. AIVSX - Performance Comparison
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OPOCX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OPOCX Invesco Discovery Fund | 6.39% | 16.77% | 22.61% | 17.02% | -31.26% | 14.78% | 50.33% | 36.81% | -4.15% | 29.04% |
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, OPOCX achieves a 6.39% return, which is significantly higher than AIVSX's -4.87% return. Over the past 10 years, OPOCX has outperformed AIVSX with an annualized return of 14.66%, while AIVSX has yielded a comparatively lower 12.88% annualized return.
OPOCX
- 1D
- 5.36%
- 1M
- -6.64%
- YTD
- 6.39%
- 6M
- 11.96%
- 1Y
- 40.33%
- 3Y*
- 18.87%
- 5Y*
- 5.87%
- 10Y*
- 14.66%
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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OPOCX vs. AIVSX - Expense Ratio Comparison
OPOCX has a 1.01% expense ratio, which is higher than AIVSX's 0.57% expense ratio.
Return for Risk
OPOCX vs. AIVSX — Risk / Return Rank
OPOCX
AIVSX
OPOCX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Discovery Fund (OPOCX) 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.
| OPOCX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.53 | 1.04 | +0.50 |
Sortino ratioReturn per unit of downside risk | 2.12 | 1.59 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.23 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.84 | 1.72 | +1.12 |
Martin ratioReturn relative to average drawdown | 11.39 | 7.16 | +4.24 |
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
| OPOCX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.53 | 1.04 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.78 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.78 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.67 | -0.18 |
Correlation
The correlation between OPOCX and AIVSX is 0.77, 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
OPOCX vs. AIVSX - Dividend Comparison
OPOCX's dividend yield for the trailing twelve months is around 12.61%, more than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OPOCX Invesco Discovery Fund | 12.61% | 13.41% | 6.86% | 0.00% | 0.00% | 20.51% | 11.22% | 6.42% | 18.85% | 12.46% | 4.33% | 6.84% |
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
OPOCX vs. AIVSX - Drawdown Comparison
The maximum OPOCX drawdown since its inception was -64.17%, which is greater than AIVSX's maximum drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for OPOCX and AIVSX.
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Drawdown Indicators
| OPOCX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.17% | -50.90% | -13.27% |
Max Drawdown (1Y)Largest decline over 1 year | -13.39% | -10.76% | -2.63% |
Max Drawdown (5Y)Largest decline over 5 years | -43.27% | -24.31% | -18.96% |
Max Drawdown (10Y)Largest decline over 10 years | -43.27% | -31.09% | -12.18% |
Current DrawdownCurrent decline from peak | -6.64% | -7.34% | +0.70% |
Average DrawdownAverage peak-to-trough decline | -18.94% | -5.93% | -13.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.33% | 2.59% | +0.74% |
Volatility
OPOCX vs. AIVSX - Volatility Comparison
Invesco Discovery Fund (OPOCX) has a higher volatility of 12.58% compared to American Funds Investment Company of America Class A (AIVSX) at 5.75%. This indicates that OPOCX'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
| OPOCX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.58% | 5.75% | +6.83% |
Volatility (6M)Calculated over the trailing 6-month period | 19.74% | 9.93% | +9.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.27% | 17.56% | +9.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.25% | 15.96% | +9.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.67% | 16.55% | +8.12% |