RITGX vs. AIVSX
Compare and contrast key facts about American Funds American High-Income Trust® Class R-6 (RITGX) and American Funds Investment Company of America Class A (AIVSX).
RITGX is managed by American Funds. It was launched on Aug 4, 2008. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
RITGX vs. AIVSX - Performance Comparison
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RITGX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RITGX American Funds American High-Income Trust® Class R-6 | -0.06% | 8.69% | 9.91% | 12.54% | -10.10% | 8.74% | 7.44% | 12.28% | -1.46% | 7.70% |
AIVSX American Funds Investment Company of America Class A | -4.18% | 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, RITGX achieves a -0.06% return, which is significantly higher than AIVSX's -4.18% return. Over the past 10 years, RITGX has underperformed AIVSX with an annualized return of 6.62%, while AIVSX has yielded a comparatively higher 12.96% annualized return.
RITGX
- 1D
- 0.41%
- 1M
- -0.91%
- YTD
- -0.06%
- 6M
- 1.22%
- 1Y
- 7.02%
- 3Y*
- 9.27%
- 5Y*
- 5.02%
- 10Y*
- 6.62%
AIVSX
- 1D
- 0.72%
- 1M
- -4.09%
- YTD
- -4.18%
- 6M
- -2.66%
- 1Y
- 17.88%
- 3Y*
- 20.34%
- 5Y*
- 12.62%
- 10Y*
- 12.96%
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RITGX vs. AIVSX - Expense Ratio Comparison
RITGX has a 0.32% expense ratio, which is lower than AIVSX's 0.57% expense ratio.
Return for Risk
RITGX vs. AIVSX — Risk / Return Rank
RITGX
AIVSX
RITGX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American High-Income Trust® Class R-6 (RITGX) 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.
| RITGX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.65 | 1.06 | +0.59 |
Sortino ratioReturn per unit of downside risk | 2.16 | 1.62 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.23 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 2.17 | 1.77 | +0.40 |
Martin ratioReturn relative to average drawdown | 9.15 | 7.25 | +1.90 |
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
| RITGX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | 1.06 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.01 | 0.79 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.20 | 0.79 | +0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.19 | 0.67 | +0.52 |
Correlation
The correlation between RITGX and AIVSX is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
RITGX vs. AIVSX - Dividend Comparison
RITGX's dividend yield for the trailing twelve months is around 6.18%, less than AIVSX's 11.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RITGX American Funds American High-Income Trust® Class R-6 | 6.18% | 6.63% | 6.66% | 6.80% | 4.50% | 4.65% | 6.19% | 6.56% | 6.68% | 6.36% | 5.36% | 7.29% |
AIVSX American Funds Investment Company of America Class A | 11.09% | 10.60% | 9.29% | 4.96% | 6.12% | 6.94% | 1.65% | 6.15% | 9.61% | 7.08% | 5.48% | 8.95% |
Drawdowns
RITGX vs. AIVSX - Drawdown Comparison
The maximum RITGX drawdown since its inception was -21.20%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for RITGX and AIVSX.
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Drawdown Indicators
| RITGX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.20% | -50.90% | +29.70% |
Max Drawdown (1Y)Largest decline over 1 year | -2.41% | -10.08% | +7.67% |
Max Drawdown (5Y)Largest decline over 5 years | -13.75% | -24.31% | +10.56% |
Max Drawdown (10Y)Largest decline over 10 years | -21.20% | -31.09% | +9.89% |
Current DrawdownCurrent decline from peak | -1.41% | -6.67% | +5.26% |
Average DrawdownAverage peak-to-trough decline | -2.25% | -5.93% | +3.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.80% | 2.62% | -1.82% |
Volatility
RITGX vs. AIVSX - Volatility Comparison
The current volatility for American Funds American High-Income Trust® Class R-6 (RITGX) is 1.43%, while American Funds Investment Company of America Class A (AIVSX) has a volatility of 5.75%. This indicates that RITGX 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.
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Volatility by Period
| RITGX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.43% | 5.75% | -4.32% |
Volatility (6M)Calculated over the trailing 6-month period | 2.34% | 9.95% | -7.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.35% | 17.57% | -13.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.98% | 15.96% | -10.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.52% | 16.55% | -11.03% |