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VPMCX vs. AICFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VPMCX vs. AICFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard PRIMECAP Fund Investor Shares (VPMCX) and The Investment Company of America Class F-1 (AICFX). The values are adjusted to include any dividend payments, if applicable.

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VPMCX vs. AICFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VPMCX
Vanguard PRIMECAP Fund Investor Shares
-2.77%29.60%13.23%28.16%-15.22%21.64%17.16%27.78%-1.99%28.17%
AICFX
The Investment Company of America Class F-1
-4.89%20.40%24.82%28.47%-15.55%25.02%14.41%23.99%-7.03%19.40%

Returns By Period

In the year-to-date period, VPMCX achieves a -2.77% return, which is significantly higher than AICFX's -4.89% return. Over the past 10 years, VPMCX has outperformed AICFX with an annualized return of 14.83%, while AICFX has yielded a comparatively lower 12.95% annualized return.


VPMCX

1D
3.30%
1M
-6.81%
YTD
-2.77%
6M
4.59%
1Y
27.81%
3Y*
19.58%
5Y*
11.12%
10Y*
14.83%

AICFX

1D
3.06%
1M
-5.90%
YTD
-4.89%
6M
-3.23%
1Y
17.57%
3Y*
19.97%
5Y*
12.38%
10Y*
12.95%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VPMCX vs. AICFX - Expense Ratio Comparison

VPMCX has a 0.38% expense ratio, which is lower than AICFX's 0.63% expense ratio.


Return for Risk

VPMCX vs. AICFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VPMCX
VPMCX Risk / Return Rank: 7777
Overall Rank
VPMCX Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
VPMCX Sortino Ratio Rank: 7575
Sortino Ratio Rank
VPMCX Omega Ratio Rank: 7272
Omega Ratio Rank
VPMCX Calmar Ratio Rank: 8282
Calmar Ratio Rank
VPMCX Martin Ratio Rank: 8484
Martin Ratio Rank

AICFX
AICFX Risk / Return Rank: 6060
Overall Rank
AICFX Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
AICFX Sortino Ratio Rank: 5656
Sortino Ratio Rank
AICFX Omega Ratio Rank: 5555
Omega Ratio Rank
AICFX Calmar Ratio Rank: 6868
Calmar Ratio Rank
AICFX Martin Ratio Rank: 7070
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VPMCX vs. AICFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard PRIMECAP Fund Investor Shares (VPMCX) and The Investment Company of America Class F-1 (AICFX). 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.


VPMCXAICFXDifference

Sharpe ratio

Return per unit of total volatility

1.32

1.03

+0.29

Sortino ratio

Return per unit of downside risk

1.91

1.58

+0.33

Omega ratio

Gain probability vs. loss probability

1.28

1.23

+0.04

Calmar ratio

Return relative to maximum drawdown

2.01

1.71

+0.30

Martin ratio

Return relative to average drawdown

8.61

7.11

+1.50

VPMCX vs. AICFX - Sharpe Ratio Comparison

The current VPMCX Sharpe Ratio is 1.32, which is comparable to the AICFX Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of VPMCX and AICFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VPMCXAICFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.32

1.03

+0.29

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.62

0.78

-0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.78

0.79

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.77

0.55

+0.22

Correlation

The correlation between VPMCX and AICFX is 0.93, 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

VPMCX vs. AICFX - Dividend Comparison

VPMCX's dividend yield for the trailing twelve months is around 16.82%, more than AICFX's 11.14% yield.


TTM20252024202320222021202020192018201720162015
VPMCX
Vanguard PRIMECAP Fund Investor Shares
16.82%16.36%6.62%7.16%9.85%10.08%9.74%7.15%8.32%4.53%5.05%5.91%
AICFX
The Investment Company of America Class F-1
11.14%10.58%9.26%4.92%6.06%6.89%1.60%6.10%11.19%7.00%5.40%8.90%

Drawdowns

VPMCX vs. AICFX - Drawdown Comparison

The maximum VPMCX drawdown since its inception was -50.45%, roughly equal to the maximum AICFX drawdown of -50.91%. Use the drawdown chart below to compare losses from any high point for VPMCX and AICFX.


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Drawdown Indicators


VPMCXAICFXDifference

Max Drawdown

Largest peak-to-trough decline

-50.45%

-50.91%

+0.46%

Max Drawdown (1Y)

Largest decline over 1 year

-13.75%

-10.76%

-2.99%

Max Drawdown (5Y)

Largest decline over 5 years

-25.25%

-24.36%

-0.89%

Max Drawdown (10Y)

Largest decline over 10 years

-32.65%

-31.09%

-1.56%

Current Drawdown

Current decline from peak

-8.82%

-7.34%

-1.48%

Average Drawdown

Average peak-to-trough decline

-7.43%

-7.14%

-0.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.21%

2.59%

+0.62%

Volatility

VPMCX vs. AICFX - Volatility Comparison

Vanguard PRIMECAP Fund Investor Shares (VPMCX) has a higher volatility of 6.72% compared to The Investment Company of America Class F-1 (AICFX) at 5.75%. This indicates that VPMCX's price experiences larger fluctuations and is considered to be riskier than AICFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VPMCXAICFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.72%

5.75%

+0.97%

Volatility (6M)

Calculated over the trailing 6-month period

12.16%

9.93%

+2.23%

Volatility (1Y)

Calculated over the trailing 1-year period

20.76%

17.57%

+3.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.01%

15.97%

+2.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.06%

16.54%

+2.52%