AWSHX Alternatives & Similar Mutual Funds

American Funds Washington Mutual Investors Fund Class A (AWSHX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AWSHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to AWSHX

AWSHX charges 0.58% annually. There are 160 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	AWSHX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	AWSHX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	AWSHX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	AWSHX vs FLCPX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	0.02%	35.20B	May 2001	AWSHX vs VITPX

Best Risk-Adjusted Alternatives to AWSHX

AWSHX has a PortfoliosLab risk / return rank of 40. There are 255 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	96	—	Mar 2021	AWSHX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	93	17.20B	Dec 2004	AWSHX vs VPCCX
POGRX	PRIMECAP Odyssey Growth Fund	92	—	Nov 2004	AWSHX vs POGRX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	92	92.00B	Nov 2001	AWSHX vs VPMAX
POSKX	PrimeCap Odyssey Stock Fund	90	—	Nov 2004	AWSHX vs POSKX

Top Performing AWSHX Alternatives (YTD)

AWSHX is at 8.10% YTD. There are 295 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.19%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	30.19%	17.20B	Dec 2004	AWSHX vs VPCCX
POGRX	PRIMECAP Odyssey Growth Fund	28.90%	—	Nov 2004	AWSHX vs POGRX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	26.23%	92.00B	Nov 2001	AWSHX vs VPMAX
IGIAX	Integrity ESG Growth & Income Fund	26.17%	—	Jan 1995	AWSHX vs IGIAX
POSKX	PrimeCap Odyssey Stock Fund	24.96%	—	Nov 2004	AWSHX vs POSKX

Lowest Volatility Alternatives to AWSHX

AWSHX has 10.45% 1-year volatility. There are 35 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.21%	—	Mar 2021	AWSHX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	2.27%	—	Jun 2013	AWSHX vs ORDNX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.27%	—	Jul 2012	AWSHX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.28%	—	Jul 2012	AWSHX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.70%	—	Aug 2018	AWSHX vs JEPIX

Lowest Drawdown Alternatives to AWSHX

AWSHX has a 1-year max drawdown of -8.37%. There are 65 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	AWSHX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	AWSHX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	AWSHX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	AWSHX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	AWSHX vs QUERX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, RGAGX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	81	9.85%	—	Jul 1975	AWSHX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	40	9.94%	—	Jan 1934	AWSHX vs AIVSX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	24	9.20%	—	Dec 1973	AWSHX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	42	12.25%	—	May 2009	AWSHX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	64	14.24%	—	Aug 1978	AWSHX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	25	7.45%	—	Mar 1973	AWSHX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	24	9.14%	—	Dec 1973	AWSHX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	56	7.15%	—	Dec 1973	AWSHX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	20	6.61%	—	Jan 1967	AWSHX vs AMCPX
ABNFX	American Funds The Bond Fund of America® Class F-2	Intermediate Core Bond	21	0.38%	—	Aug 2008	AWSHX vs ABNFX

Often Compared With AWSHX

Investors most often compare AWSHX with AGTHX, VOO, SPY. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	23	9.02%	—	Dec 1973	AWSHX vs AGTHX
VOO	Vanguard S&P 500 ETF	S&P 500	64	10.23%	1.70T	Sep 2010	AWSHX vs VOO
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	10.23%	777.41B	Jan 1993	AWSHX vs SPY
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	86	20.58%	98.08B	Oct 2011	AWSHX vs SCHD
CWGIX	American Funds Capital World Growth and Income Fun...	Global Equities	68	15.38%	—	Mar 1993	AWSHX vs CWGIX
VIG	Vanguard Dividend Appreciation ETF	Dividend	61	9.58%	127.80B	Apr 2006	AWSHX vs VIG
BLPAX	American Funds Moderate Growth and Income Portfoli...	Diversified Portfolio	55	7.87%	—	May 2012	AWSHX vs BLPAX
CMNWX	Principal Capital Appreciation Fund	Large Cap Blend Equities	47	10.26%	—	Nov 1986	AWSHX vs CMNWX
DQIRX	BNY Mellon Equity Income Fund	Large Cap Value Equities	85	13.23%	—	Jul 2006	AWSHX vs DQIRX
VTV	Vanguard Value ETF	Large Cap Value Equities	89	16.17%	245.00B	Jan 2004	AWSHX vs VTV
SAIFX	ClearBridge Large Cap Value Fund	Large Cap Value Equities	79	13.41%	—	May 1958	AWSHX vs SAIFX
FASMX	Fidelity Asset Manager 50% Fund	Diversified Portfolio	77	9.22%	—	Dec 1988	AWSHX vs FASMX
SMGIX	Columbia Contrarian Core Fund	Large Cap Blend Equities	44	9.89%	—	Dec 1992	AWSHX vs SMGIX
SOPAX	ClearBridge Dividend Strategy Fund	Large Cap Blend Equities	43	8.44%	—	Nov 1992	AWSHX vs SOPAX
GSPKX	Goldman Sachs U.S. Equity Dividend and Premium Fun...	Large Cap Blend Equities	77	10.92%	—	Aug 2005	AWSHX vs GSPKX
AMUSX	American Funds U.S. Government Securities Fund	Government Bonds	14	-0.26%	—	Oct 1985	AWSHX vs AMUSX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	31	5.42%	59.64B	Dec 2009	AWSHX vs SCHG
NSEPX	Columbia Select Large Cap Equity Fund	Large Cap Blend Equities	45	9.38%	—	Oct 1998	AWSHX vs NSEPX
FUNFX	American Funds Fundamental Investors® Class F-3	Large Cap Blend Equities	66	14.40%	—	Aug 2008	AWSHX vs FUNFX
JMUEX	JPMorgan U.S. Equity Fund	Large Cap Blend Equities	20	5.29%	—	Sep 1993	AWSHX vs JMUEX

Compare AWSHX with Any Fund or Stock

Compare AWSHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair AWSHX with funds that move differently

American Funds Washington Mutual Investors Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AWSHX.

Explore AWSHX Diversifiers

American Funds Washington Mutual Investors Fund Class A (AWSHX) Alternatives