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 176 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	WSHFX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	WSHFX vs VFFSX
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
VITPX	Vanguard Institutional Total Stock Market Index Fu...	0.02%	35.20B	May 2001	WSHFX vs VITPX

Best Risk-Adjusted Alternatives to WSHFX

WSHFX has a PortfoliosLab risk / return rank of 37. There are 295 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
VPCCX	Vanguard PRIMECAP Core Fund	96	17.20B	Dec 2004	WSHFX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	95	92.00B	Nov 2001	WSHFX vs VPMAX
POSKX	PrimeCap Odyssey Stock Fund	94	—	Nov 2004	WSHFX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	WSHFX vs GTLOX
IGIAX	Integrity ESG Growth & Income Fund	91	—	Jan 1995	WSHFX vs IGIAX

Top Performing WSHFX Alternatives (YTD)

WSHFX is at 5.42% YTD. There are 322 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	33.95%	17.20B	Dec 2004	WSHFX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	29.80%	92.00B	Nov 2001	WSHFX vs VPMAX
IGIAX	Integrity ESG Growth & Income Fund	27.12%	—	Jan 1995	WSHFX vs IGIAX
FLCKX	Fidelity Leveraged Company Stock Fund Class K	27.04%	—	May 2008	WSHFX vs FLCKX
FLVCX	Fidelity Leveraged Company Stock Fund	26.99%	—	Dec 2000	WSHFX vs FLVCX

Lowest Volatility Alternatives to WSHFX

WSHFX has 10.55% 1-year volatility. There are 38 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.29%	—	Jun 2013	WSHFX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.40%	—	Mar 2021	WSHFX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.39%	—	Jul 2012	WSHFX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.40%	—	Jul 2012	WSHFX vs AUEIX
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	8.59%	—	May 2015	WSHFX vs FSUVX

Lowest Drawdown Alternatives to WSHFX

WSHFX has a 1-year max drawdown of -8.38%. There are 66 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-1.33%	—	Mar 2021	WSHFX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	WSHFX vs ORDNX
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

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	82	9.39%	—	Jul 1975	WSHFX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	45	8.86%	—	Jan 1934	WSHFX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	5.48%	—	Jul 1952	WSHFX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	30	8.89%	—	Dec 1973	WSHFX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	48	13.57%	—	May 2009	WSHFX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	68	14.25%	—	Aug 1978	WSHFX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	28	6.46%	—	Mar 1973	WSHFX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	30	8.83%	—	Dec 1973	WSHFX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	48	5.72%	—	Dec 1973	WSHFX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	21	4.20%	—	Jan 1967	WSHFX vs AMCPX

Often Compared With WSHFX

Investors most often compare WSHFX with VOO, VIG, SCHB. These 20 comparison targets span 10 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	59	8.19%	1.70T	Sep 2010	WSHFX vs VOO
VIG	Vanguard Dividend Appreciation ETF	Dividend	54	6.98%	127.80B	Apr 2006	WSHFX vs VIG
SCHB	Schwab U.S. Broad Market ETF	Large Cap Blend Equities	59	8.88%	43.10B	Nov 2009	WSHFX vs SCHB
PRBLX	Parnassus Core Equity Fund	Large Cap Blend Equities	21	7.00%	—	Aug 1992	WSHFX vs PRBLX
JENSX	Jensen Quality Growth Fund	Large Cap Blend Equities	4	-3.14%	—	Aug 1992	WSHFX vs JENSX
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Nasdaq-100, Derivative Income	63	7.85%	40.03B	May 2022	WSHFX vs JEPQ
VDIGX	Vanguard Dividend Growth Fund	Dividend, Large Cap Blend Equities	16	2.27%	36.40B	May 1992	WSHFX vs VDIGX
POMIX	T. Rowe Price Total Equity Market Index Fund	Large Cap Blend Equities	71	10.53%	—	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	54	8.69%	—	May 2012	WSHFX vs GAIOX
CGBL	Capital Group Core Balanced ETF	Allocation--50% to 70% Equity, Diversified Portfolio	50	6.51%	6.93B	Sep 2023	WSHFX vs CGBL
MABAX	BlackRock Large Cap Focus Value Fund	Large Cap Value Equities	59	9.40%	—	Jul 1977	WSHFX vs MABAX
AMFFX	American Mutual Fund Class F-1	Large Cap Value Equities	41	6.66%	—	Feb 1950	WSHFX vs AMFFX
FDEIX	Fidelity Advisor Capital Development Fund Class I	Large Cap Value Equities	72	9.19%	—	Jul 2005	WSHFX vs FDEIX
NBSRX	Neuberger Berman Sustainable Equity Fund	Large Cap Blend Equities	76	14.50%	—	Mar 1994	WSHFX vs NBSRX
CGDV	Capital Group Dividend Value ETF	Large Cap Value Equities, Dividend	69	11.07%	36.32B	Feb 2022	WSHFX vs CGDV
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	WSHFX vs SPY
FEMKX	Fidelity Emerging Markets	Emerging Markets Equities	84	28.98%	—	Nov 1990	WSHFX vs FEMKX
NOIEX	Northern Income Equity Fund	Large Cap Value Equities	74	10.55%	—	Mar 1994	WSHFX vs NOIEX
YFSIX	AMG Yacktman Global Fund	Large Cap Blend Equities	19	22.44%	—	Jan 2017	WSHFX vs YFSIX

Compare WSHFX with Any Fund or Stock

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

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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