RICGX vs. SPMO
Compare and contrast key facts about The Investment Company of America Class R-6 (RICGX) and Invesco S&P 500 Momentum ETF (SPMO).
RICGX is an actively managed fund by American Funds. It was launched on Jan 1, 1934. SPMO is a passively managed fund by Invesco that tracks the performance of the S&P 500 Momentum Index. It was launched on Oct 9, 2015.
Performance
RICGX vs. SPMO - Performance Comparison
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RICGX vs. SPMO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RICGX The Investment Company of America Class R-6 | -4.81% | 20.83% | 25.28% | 28.94% | -15.24% | 25.49% | 14.48% | 24.88% | -6.69% | 19.87% |
SPMO Invesco S&P 500 Momentum ETF | -3.77% | 26.58% | 45.82% | 17.56% | -10.45% | 22.64% | 28.25% | 25.93% | -0.92% | 27.76% |
Returns By Period
In the year-to-date period, RICGX achieves a -4.81% return, which is significantly lower than SPMO's -3.77% return. Over the past 10 years, RICGX has underperformed SPMO with an annualized return of 13.38%, while SPMO has yielded a comparatively higher 17.41% annualized return.
RICGX
- 1D
- 3.05%
- 1M
- -5.88%
- YTD
- -4.81%
- 6M
- -3.07%
- 1Y
- 17.99%
- 3Y*
- 20.41%
- 5Y*
- 12.79%
- 10Y*
- 13.38%
SPMO
- 1D
- 2.13%
- 1M
- -4.40%
- YTD
- -3.77%
- 6M
- -4.53%
- 1Y
- 23.97%
- 3Y*
- 29.27%
- 5Y*
- 17.66%
- 10Y*
- 17.41%
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RICGX vs. SPMO - Expense Ratio Comparison
RICGX has a 0.27% expense ratio, which is higher than SPMO's 0.13% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
RICGX vs. SPMO — Risk / Return Rank
RICGX
SPMO
RICGX vs. SPMO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Investment Company of America Class R-6 (RICGX) and Invesco S&P 500 Momentum ETF (SPMO). 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.
| RICGX | SPMO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.06 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.61 | 1.60 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.24 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.75 | 1.96 | -0.21 |
Martin ratioReturn relative to average drawdown | 7.32 | 6.90 | +0.41 |
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
| RICGX | SPMO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.06 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.93 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.87 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.86 | -0.01 |
Correlation
The correlation between RICGX and SPMO 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
RICGX vs. SPMO - Dividend Comparison
RICGX's dividend yield for the trailing twelve months is around 11.49%, more than SPMO's 0.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RICGX The Investment Company of America Class R-6 | 11.49% | 10.89% | 9.59% | 5.25% | 6.45% | 7.24% | 1.68% | 6.74% | 11.60% | 7.36% | 5.77% | 9.70% |
SPMO Invesco S&P 500 Momentum ETF | 0.89% | 0.73% | 0.48% | 1.63% | 1.66% | 0.52% | 1.27% | 1.39% | 1.05% | 0.77% | 1.94% | 0.36% |
Drawdowns
RICGX vs. SPMO - Drawdown Comparison
The maximum RICGX drawdown since its inception was -31.06%, roughly equal to the maximum SPMO drawdown of -30.95%. Use the drawdown chart below to compare losses from any high point for RICGX and SPMO.
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Drawdown Indicators
| RICGX | SPMO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.06% | -30.95% | -0.11% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -12.70% | +1.94% |
Max Drawdown (5Y)Largest decline over 5 years | -24.14% | -22.74% | -1.40% |
Max Drawdown (10Y)Largest decline over 10 years | -31.06% | -30.95% | -0.11% |
Current DrawdownCurrent decline from peak | -7.28% | -7.31% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -3.72% | -4.66% | +0.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 3.60% | -1.03% |
Volatility
RICGX vs. SPMO - Volatility Comparison
The current volatility for The Investment Company of America Class R-6 (RICGX) is 5.76%, while Invesco S&P 500 Momentum ETF (SPMO) has a volatility of 7.22%. This indicates that RICGX experiences smaller price fluctuations and is considered to be less risky than SPMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RICGX | SPMO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.76% | 7.22% | -1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 9.94% | 12.80% | -2.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.59% | 22.77% | -5.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.97% | 19.08% | -3.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.55% | 20.09% | -3.54% |