WSHFX Alternatives & Similar Mutual Funds

American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) 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 WSHFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to WSHFX

WSHFX charges 0.64% annually. There are 171 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
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	WSHFX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	WSHFX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	WSHFX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	WSHFX vs FLCPX
VSMPX	Vanguard Total Stock Market Index Fund Institution...	0.02%	2.30T	Apr 2015	WSHFX vs VSMPX

Best Risk-Adjusted Alternatives to WSHFX

WSHFX has a PortfoliosLab risk / return rank of 54. There are 185 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	WSHFX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	93	18.10B	Dec 2004	WSHFX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	93	—	Feb 2004	WSHFX vs GTLOX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	WSHFX vs FTZIX
RCKSX	Rock Oak Core Growth Fund	91	—	Dec 2004	WSHFX vs RCKSX

Top Performing WSHFX Alternatives (YTD)

WSHFX is at 8.94% YTD. There are 256 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.41%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.41%	18.10B	Dec 2004	WSHFX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	23.90%	—	Dec 2018	WSHFX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.34%	—	Nov 2004	WSHFX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.17%	—	Dec 2015	WSHFX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.69%	—	Jan 1995	WSHFX vs IGIAX

Lowest Volatility Alternatives to WSHFX

WSHFX has 10.53% 1-year volatility. There are 29 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	WSHFX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	WSHFX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.22%	—	Jul 2012	WSHFX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.83%	—	Aug 2018	WSHFX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.32%	—	Feb 2012	WSHFX vs SILVX

Lowest Drawdown Alternatives to WSHFX

WSHFX has a 1-year max drawdown of -8.38%. There are 62 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	WSHFX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	WSHFX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	WSHFX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	WSHFX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	WSHFX vs AMFEX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	78	8.43%	—	Jul 1975	WSHFX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	40	9.73%	—	Jan 1934	WSHFX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	55	8.99%	—	Jul 1952	WSHFX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	19	5.80%	—	Dec 1973	WSHFX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	48	10.30%	—	May 2009	WSHFX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	61	13.21%	—	Aug 1978	WSHFX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	23	4.94%	—	Mar 1973	WSHFX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	19	5.73%	—	Dec 1973	WSHFX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	81	8.35%	—	Dec 1973	WSHFX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	17	4.76%	—	Jan 1967	WSHFX vs AMCPX

Often Compared With WSHFX

Investors most often compare WSHFX with VOO, VIG, SCHB. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	78	11.72%	1.70T	Sep 2010	WSHFX vs VOO
VIG	Vanguard Dividend Appreciation ETF	Dividend	79	10.16%	129.60B	Apr 2006	WSHFX vs VIG
SCHB	Schwab U.S. Broad Market ETF	Large Cap Blend Equities	78	12.19%	43.26B	Nov 2009	WSHFX vs SCHB
PRBLX	Parnassus Core Equity Fund Investor Shares	Large Cap Blend Equities	21	8.87%	—	Aug 1992	WSHFX vs PRBLX
JENSX	Jensen Quality Growth Fund	Quality Factor, Large Cap Blend Equities	8	2.80%	—	Aug 1992	WSHFX vs JENSX
VDIGX	Vanguard Dividend Growth Fund	Dividend, Large Cap Blend Equities	30	5.07%	35.70B	May 1992	WSHFX vs VDIGX
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Nasdaq-100, Derivative Income	66	7.51%	39.88B	May 2022	WSHFX vs JEPQ
POMIX	T. Rowe Price Total Equity Market Index Fund	Large Cap Blend Equities	65	10.66%	—	Jan 1998	WSHFX vs POMIX
ASMOX	AQR Small Cap Momentum Style Fund	Small Cap Growth Equities	—	—	—	Jul 2009	WSHFX vs ASMOX
GAIOX	American Funds Growth and Income Portfolio	Diversified Portfolio	50	8.13%	—	May 2012	WSHFX vs GAIOX
AMFFX	American Mutual Fund Class F-1	Large Cap Value Equities	59	9.68%	—	Feb 1950	WSHFX vs AMFFX
MABAX	BlackRock Large Cap Focus Value Fund	Large Cap Value Equities	85	15.66%	—	Jul 1977	WSHFX vs MABAX
CGBL	Capital Group Core Balanced ETF	Diversified Portfolio	59	7.35%	7.22B	Sep 2023	WSHFX vs CGBL
CGDV	Capital Group Dividend Value ETF	Large Cap Value Equities, Dividend	85	15.82%	37.18B	Feb 2022	WSHFX vs CGDV
FDEIX	Fidelity Advisor Capital Development Fund Class I	Large Cap Value Equities	71	11.75%	—	Jul 2005	WSHFX vs FDEIX
NBSRX	Neuberger Berman Sustainable Equity Fund	Large Cap Blend Equities	71	13.61%	—	Mar 1994	WSHFX vs NBSRX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	59	10.50%	34.70B	May 2001	WSHFX vs VITPX
FEMKX	Fidelity Emerging Markets Fund	Emerging Markets Equities	52	16.30%	—	Nov 1990	WSHFX vs FEMKX
SPY	State Street SPDR S&P 500 ETF	S&P 500	78	11.70%	789.06B	Jan 1993	WSHFX vs SPY
NOIEX	Northern Income Equity Fund	Large Cap Value Equities, Dividend, Actively Managed	77	12.69%	—	Apr 1994	WSHFX vs NOIEX

Compare WSHFX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair WSHFX with funds that move differently

American Funds Washington Mutual Investors Fund Class F-1 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WSHFX.

Explore WSHFX Diversifiers

American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) Alternatives