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
WBREOX	CIT: BlackRock Equity Index Fund Class 1	0.02%	—	Jul 2017	WSHFX vs WBREOX

Best Risk-Adjusted Alternatives to WSHFX

WSHFX has a PortfoliosLab risk / return rank of 40. There are 276 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	94	—	Mar 2021	WSHFX vs SVPFX
POGSX	Pin Oak Equity	92	—	Aug 1992	WSHFX vs POGSX
VPCCX	Vanguard PRIMECAP Core Fund	92	17.20B	Dec 2004	WSHFX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	91	—	Feb 2004	WSHFX vs GTLOX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	90	92.00B	Nov 2001	WSHFX vs VPMAX

Top Performing WSHFX Alternatives (YTD)

WSHFX is at 7.73% YTD. There are 316 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.63%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	26.63%	17.20B	Dec 2004	WSHFX vs VPCCX
POGRX	PRIMECAP Odyssey Growth Fund	25.33%	—	Nov 2004	WSHFX vs POGRX
IGIAX	Integrity ESG Growth & Income Fund	24.87%	—	Jan 1995	WSHFX vs IGIAX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	23.98%	—	Dec 2015	WSHFX vs RESGX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	23.20%	92.00B	Nov 2001	WSHFX vs VPMAX

Lowest Volatility Alternatives to WSHFX

WSHFX has 10.44% 1-year volatility. There are 36 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.23%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.23%	—	Mar 2021	WSHFX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	2.28%	—	Jun 2013	WSHFX vs ORDNX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.26%	—	Jul 2012	WSHFX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.28%	—	Jul 2012	WSHFX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.71%	—	Aug 2018	WSHFX vs JEPIX

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 -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	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	77	8.59%	—	Jul 1975	WSHFX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	37	9.29%	—	Jan 1934	WSHFX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	40	7.78%	—	Jul 1952	WSHFX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	21	7.34%	—	Dec 1973	WSHFX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	34	8.85%	—	May 2009	WSHFX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	56	12.68%	—	Aug 1978	WSHFX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	22	5.34%	—	Mar 1973	WSHFX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	21	7.27%	—	Dec 1973	WSHFX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	60	6.96%	—	Dec 1973	WSHFX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	19	5.51%	—	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	67	10.87%	1.70T	Sep 2010	WSHFX vs VOO
VIG	Vanguard Dividend Appreciation ETF	Dividend	62	8.86%	127.80B	Apr 2006	WSHFX vs VIG
SCHB	Schwab U.S. Broad Market ETF	Large Cap Blend Equities	66	11.43%	43.66B	Nov 2009	WSHFX vs SCHB
PRBLX	Parnassus Core Equity Fund Investor Shares	Large Cap Blend Equities	21	8.52%	—	Aug 1992	WSHFX vs PRBLX
JENSX	Jensen Quality Growth Fund	Large Cap Blend Equities	6	0.80%	—	Aug 1992	WSHFX vs JENSX
VDIGX	Vanguard Dividend Growth Fund	Dividend, Large Cap Blend Equities	20	5.01%	36.40B	May 1992	WSHFX vs VDIGX
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Nasdaq-100, Derivative Income	68	9.58%	40.37B	May 2022	WSHFX vs JEPQ
POMIX	T. Rowe Price Total Equity Market Index Fund	Large Cap Blend Equities	69	11.11%	—	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	44	7.80%	—	May 2012	WSHFX vs GAIOX
AMFFX	American Mutual Fund Class F-1	Large Cap Value Equities	50	9.31%	—	Feb 1950	WSHFX vs AMFFX
MABAX	BlackRock Large Cap Focus Value Fund	Large Cap Value Equities	69	12.20%	—	Jul 1977	WSHFX vs MABAX
CGBL	Capital Group Core Balanced ETF	Allocation--50% to 70% Equity, Diversified Portfolio	47	6.80%	7.08B	Sep 2023	WSHFX vs CGBL
FDEIX	Fidelity Advisor Capital Development Fund Class I	Large Cap Value Equities	73	11.57%	—	Jul 2005	WSHFX vs FDEIX
NBSRX	Neuberger Berman Sustainable Equity Fund	Large Cap Blend Equities	78	15.22%	—	Mar 1994	WSHFX vs NBSRX
CGDV	Capital Group Dividend Value ETF	Large Cap Value Equities, Dividend	68	12.94%	36.70B	Feb 2022	WSHFX vs CGDV
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	63	10.95%	35.20B	May 2001	WSHFX vs VITPX
SPY	State Street SPDR S&P 500 ETF	S&P 500	66	10.84%	783.21B	Jan 1993	WSHFX vs SPY
FEMKX	Fidelity Emerging Markets Fund	Emerging Markets Equities	56	16.84%	—	Nov 1990	WSHFX vs FEMKX
NOIEX	Northern Income Equity Fund	Large Cap Value Equities	76	12.00%	—	Mar 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.

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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