SFCWX vs. AIVSX
Compare and contrast key facts about American Funds SMALLCAP World Fund Class F-3 (SFCWX) and American Funds Investment Company of America Class A (AIVSX).
SFCWX is managed by American Funds. It was launched on Apr 30, 1990. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
SFCWX vs. AIVSX - Performance Comparison
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SFCWX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SFCWX American Funds SMALLCAP World Fund Class F-3 | -0.95% | 14.49% | 2.72% | 19.34% | -29.65% | 10.54% | 37.95% | 31.29% | -9.45% | 11.61% |
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% | 10.25% |
Returns By Period
In the year-to-date period, SFCWX achieves a -0.95% return, which is significantly higher than AIVSX's -4.87% return.
SFCWX
- 1D
- 3.47%
- 1M
- -7.80%
- YTD
- -0.95%
- 6M
- 1.31%
- 1Y
- 20.90%
- 3Y*
- 9.28%
- 5Y*
- 0.55%
- 10Y*
- —
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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SFCWX vs. AIVSX - Expense Ratio Comparison
SFCWX has a 0.66% expense ratio, which is higher than AIVSX's 0.57% expense ratio.
Return for Risk
SFCWX vs. AIVSX — Risk / Return Rank
SFCWX
AIVSX
SFCWX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds SMALLCAP World Fund Class F-3 (SFCWX) 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.
| SFCWX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 1.04 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.59 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 1.72 | -0.02 |
Martin ratioReturn relative to average drawdown | 6.53 | 7.16 | -0.62 |
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
| SFCWX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.04 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.78 | -0.75 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.67 | -0.23 |
Correlation
The correlation between SFCWX and AIVSX is 0.85, 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
SFCWX vs. AIVSX - Dividend Comparison
SFCWX's dividend yield for the trailing twelve months is around 5.15%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFCWX American Funds SMALLCAP World Fund Class F-3 | 5.15% | 5.10% | 0.98% | 0.98% | 0.34% | 9.05% | 1.58% | 4.19% | 7.01% | 4.47% | 0.00% | 0.00% |
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
SFCWX vs. AIVSX - Drawdown Comparison
The maximum SFCWX drawdown since its inception was -39.54%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for SFCWX and AIVSX.
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Drawdown Indicators
| SFCWX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.54% | -50.90% | +11.36% |
Max Drawdown (1Y)Largest decline over 1 year | -11.81% | -10.76% | -1.05% |
Max Drawdown (5Y)Largest decline over 5 years | -39.54% | -24.31% | -15.23% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.09% | — |
Current DrawdownCurrent decline from peak | -8.75% | -7.34% | -1.41% |
Average DrawdownAverage peak-to-trough decline | -12.65% | -5.93% | -6.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 2.59% | +0.48% |
Volatility
SFCWX vs. AIVSX - Volatility Comparison
American Funds SMALLCAP World Fund Class F-3 (SFCWX) has a higher volatility of 7.61% compared to American Funds Investment Company of America Class A (AIVSX) at 5.75%. This indicates that SFCWX'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
| SFCWX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.61% | 5.75% | +1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 11.81% | 9.93% | +1.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.93% | 17.56% | +0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.04% | 15.96% | +2.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.49% | 16.55% | +1.94% |