American Funds Washington Mutual Investors Fund Class R-2 (RWMBX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RWMBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RWMBX
RWMBX charges 1.35% annually. There are 297 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | RWMBX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | RWMBX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | RWMBX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | RWMBX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | RWMBX vs TILVX |
Best Risk-Adjusted Alternatives to RWMBX
RWMBX has a PortfoliosLab risk / return rank of 40. There are 252 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | RWMBX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | RWMBX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | RWMBX vs MALVX | |
| Sterling Capital Behavioral Large Cap Value Equity... | 96 | — | Oct 1992 | RWMBX vs BBISX | |
| PGIM Quant Solutions Large-Cap Value Fund | 95 | — | Mar 2001 | RWMBX vs SUVZX |
Top Performing RWMBX Alternatives (YTD)
RWMBX is at 7.17% YTD. There are 273 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | 30.92% | — | Nov 1935 | RWMBX vs LEXCX | |
| PIMCO RAE US Fund | 27.79% | — | Jun 2015 | RWMBX vs PKAIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | RWMBX vs AVLVX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | RWMBX vs YAFFX | |
| PIMCO RAE PLUS Fund | 22.70% | — | Jun 2005 | RWMBX vs PXTIX |
Lowest Volatility Alternatives to RWMBX
RWMBX has 10.45% 1-year volatility. There are 76 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | RWMBX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | RWMBX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | RWMBX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.44% | — | Feb 1996 | RWMBX vs FALGX | |
| American Century Equity Income Fund | 8.49% | 6.45B | Aug 1994 | RWMBX vs TWEIX |
Lowest Drawdown Alternatives to RWMBX
RWMBX has a 1-year max drawdown of -8.47%. There are 248 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | RWMBX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | RWMBX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | RWMBX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | RWMBX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | RWMBX vs SVAIX |
Other Mutual Funds from American Funds
The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.
Compare RWMBX with Any Fund or Stock
Compare RWMBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RWMBX with funds that move differently
American Funds Washington Mutual Investors Fund Class R-2 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RWMBX.
Explore RWMBX Diversifiers