Registry rank 20 · Portfolio as of 2026-03-31

Investment Co of America

AICCX · AICFX · AIVSX · CICAX · CICCX · CICEX · CICFX · FAOOX · FCIAX · FFICX · ICAFX · RIBEX · RICAX · RICBX · RICCX · RICEX · RICFX · RICGX · RICHX · TIACX · TICAX

Best-fit active share49.4%vs IVV · fund as of 2026-03-31 · proxy as of 2026-03-31
Declared-benchmark active shareNot filed yetNo mapped declared benchmark
AICCX expense ratio1.31%SEC expense filing · as of 2026-02-28
AICCX fee per active unit2.65%expense as of 2026-02-28; fund as of 2026-03-31; proxy as of 2026-03-31

Filed fees in dollars

Assumptions for each dollar figure: $100,000 starting amount · 5.0% annual return · annual compounding · fees deducted annually · 0.00% computed index-control baseline. Methodology.

Illustrated difference between each class’s filed expense ratio and the computed index-control baseline.
Share class and filing10 years20 years30 years
AICCX1.31% · SEC expense filing · as of 2026-02-28$19,219$58,917$135,639
AICFX0.62% · SEC expense filing · as of 2026-02-28$9,367$29,637$70,352
AIVSX0.55% · SEC expense filing · as of 2026-02-28$8,334$26,456$63,001
CICAX0.59% · SEC expense filing · as of 2026-02-28$8,925$28,279$67,219
CICCX1.35% · SEC expense filing · as of 2026-02-28$19,772$60,503$139,051
CICEX0.83% · SEC expense filing · as of 2026-02-28$12,428$38,942$91,567
CICFX0.68% · SEC expense filing · as of 2026-02-28$10,247$32,332$76,541
FAOOX0.32% · SEC expense filing · as of 2026-02-28$4,897$15,713$37,817
FCIAX0.36% · SEC expense filing · as of 2026-02-28$5,499$17,613$42,313
FFICX0.27% · SEC expense filing · as of 2026-02-28$4,140$13,317$32,127
ICAFX0.37% · SEC expense filing · as of 2026-02-28$5,650$18,086$43,430
RIBEX1.06% · SEC expense filing · as of 2026-02-28$15,717$48,732$113,421
RICAX1.33% · SEC expense filing · as of 2026-02-28$19,495$59,711$137,350
RICBX1.36% · SEC expense filing · as of 2026-02-28$19,910$60,898$139,899
RICCX0.91% · SEC expense filing · as of 2026-02-28$13,579$42,394$99,328
RICEX0.61% · SEC expense filing · as of 2026-02-28$9,220$29,185$69,311
RICFX0.32% · SEC expense filing · as of 2026-02-28$4,897$15,713$37,817
RICGX0.27% · SEC expense filing · as of 2026-02-28$4,140$13,317$32,127
RICHX0.41% · SEC expense filing · as of 2026-02-28$6,250$19,970$47,864
TIACX0.61% · SEC expense filing · as of 2026-02-28$9,220$29,185$69,311
TICAX0.56% · SEC expense filing · as of 2026-02-28$8,482$26,913$64,060

These figures are illustrations, not predictions or personalized advice. Returns and fees can differ. Read the research disclaimer.

Change the illustration

Assumptions for the dollar figures below: $100,000 starting amount; 5.0% annual return; 20 years; annual compounding; fees deducted annually; 0.00% computed index-control baseline. AICCX SEC expense filing, as of 2026-02-28. Methodology.

Illustration for AICCX; expense ratio filed as of 2026-02-28.
ResultAmount
Ending value at baseline$265,330
Ending value at filed expense ratio$206,413
Difference attributed to fee drag$58,917

This is an illustration, not a prediction or personalized advice. Returns and fees can differ. Read the research disclaimer.

Largest active differences vs IVV

The bars are labeled and repeated in the table; color is not the only signal. Linked company names open Buy Like Buffett’s company record; Sensible Investor does not score stocks.

BRITISH AMERICAN TOBACCO PLC+2.73%
GE Aerospace+1.73%
Vertex Pharmaceuticals, Inc.+1.54%
HoldingFundIVVDifference
Apple, Inc.2.30%6.67%-4.36%
Broadcom, Inc.6.34%2.63%+3.72%
BRITISH AMERICAN TOBACCO PLC2.73%0.00%+2.73%
Eli Lilly & Co.3.47%1.30%+2.17%
Philip Morris International, Inc.2.37%0.46%+1.91%
Royal Caribbean Cruises Ltd.1.99%0.12%+1.87%
GE Aerospace2.26%0.53%+1.73%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD1.63%0.00%+1.63%
Tesla, Inc.0.26%1.87%-1.61%
Vertex Pharmaceuticals, Inc.1.74%0.20%+1.54%

Source and verification

SEC N-PORT filing · filed 2026-05-28 · period 2026-03-31

SEC expense filing · period 2026-02-28

Immutable verification record · Active-share method