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 172 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
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	—	Sep 2014	WSHFX vs SSSYX

Best Risk-Adjusted Alternatives to WSHFX

WSHFX has a PortfoliosLab risk / return rank of 38. There are 296 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	15.30B	Dec 2004	WSHFX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	94	82.00B	Nov 2001	WSHFX vs VPMAX
DHAMX	Centre American Select Equity Fund	92	—	Dec 2011	WSHFX vs DHAMX
POSKX	PrimeCap Odyssey Stock Fund	91	—	Nov 2004	WSHFX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	91	—	Feb 2004	WSHFX vs GTLOX

Top Performing WSHFX Alternatives (YTD)

WSHFX is at 5.86% YTD. There are 337 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	29.33%	15.30B	Dec 2004	WSHFX vs VPCCX
YFSIX	AMG Yacktman Global Fund	27.94%	—	Jan 2017	WSHFX vs YFSIX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	27.79%	—	Dec 2015	WSHFX vs RESGX
ALSMX	Archer Multi Cap Fund	26.71%	—	Dec 2019	WSHFX vs ALSMX
IGIAX	Integrity ESG Growth & Income Fund	26.41%	—	Jan 1995	WSHFX vs IGIAX

Lowest Volatility Alternatives to WSHFX

WSHFX has 10.31% 1-year volatility. There are 40 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.26%	—	Jun 2013	WSHFX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.26%	—	Mar 2021	WSHFX vs SVPFX
AUEIX	AQR Large Cap Defensive Style Fund	7.91%	—	Jul 2012	WSHFX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	7.91%	—	Jul 2012	WSHFX vs QUERX
FULVX	Fidelity U.S. Low Volatility Equity Fund	8.38%	—	Nov 2019	WSHFX vs FULVX

Lowest Drawdown Alternatives to WSHFX

WSHFX has a 1-year max drawdown of -8.38%. There are 68 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, RGAGX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	85	9.98%	—	Jul 1975	WSHFX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	55	10.91%	—	Jan 1934	WSHFX vs AIVSX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	35	10.24%	—	Dec 1973	WSHFX vs RGAGX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	5.89%	—	Jul 1952	WSHFX vs AWSHX
RERGX	American Funds EuroPacific Growth Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities	40	12.33%	—	—	WSHFX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities	75	15.14%	—	Jan 1978	WSHFX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Large Cap Growth Equities, Global Equities	29	7.38%	—	Mar 1973	WSHFX vs ANWPX
GFFFX	American Funds The Growth Fund of America	Large Cap Growth Equities	34	10.19%	—	Dec 1973	WSHFX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	53	6.34%	—	Dec 1973	WSHFX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	27	6.34%	—	Jan 1967	WSHFX vs AMCPX

Often Compared With WSHFX

Investors most often compare WSHFX with VOO, VIG, SCHB. These 20 comparison targets span 9 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	70	10.91%	1.60T	Sep 2010	WSHFX vs VOO
VIG	Vanguard Dividend Appreciation ETF	Dividend	56	7.57%	124.70B	Apr 2006	WSHFX vs VIG
SCHB	Schwab U.S. Broad Market ETF	Large Cap Blend Equities	68	11.28%	43.31B	Nov 2009	WSHFX vs SCHB
PRBLX	Parnassus Core Equity Fund	Large Cap Blend Equities	20	6.73%	—	Aug 1992	WSHFX vs PRBLX
JENSX	Jensen Quality Growth Fund	Large Cap Blend Equities	4	-0.07%	—	Aug 1992	WSHFX vs JENSX
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Nasdaq-100, Derivative Income	74	9.54%	39.63B	May 2022	WSHFX vs JEPQ
VDIGX	Vanguard Dividend Growth Fund	Dividend, Large Cap Blend Equities	11	2.63%	36.80B	May 1992	WSHFX vs VDIGX
POMIX	T. Rowe Price Total Equity Market Index Fund	Large Cap Blend Equities	77	12.01%	—	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	56	8.97%	—	May 2012	WSHFX vs GAIOX
CGBL	Capital Group Core Balanced ETF	Diversified Portfolio	55	7.45%	6.65B	Sep 2023	WSHFX vs CGBL
MABAX	BlackRock Large Cap Focus Value Fund	Large Cap Value Equities	64	9.50%	—	Jul 1977	WSHFX vs MABAX
FDEIX	Fidelity Advisor Capital Development Fund Class I	Large Cap Value Equities	75	9.80%	—	Jul 2005	WSHFX vs FDEIX
NBSRX	Neuberger Berman Sustainable Equity Fund	Large Cap Blend Equities	55	11.18%	—	Mar 1994	WSHFX vs NBSRX
AMFFX	American Mutual Fund Class F-1	Large Cap Value Equities	40	6.63%	—	Feb 1950	WSHFX vs AMFFX
CGDV	Capital Group Dividend Value ETF	Large Cap Value Equities, Dividend	76	11.89%	35.12B	Feb 2022	WSHFX vs CGDV
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	WSHFX vs SPY
NOIEX	Northern Income Equity Fund	Large Cap Value Equities	83	12.80%	—	Mar 1994	WSHFX vs NOIEX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	72	11.99%	33.40B	May 2001	WSHFX vs VITPX
FEMKX	Fidelity Emerging Markets	Emerging Markets Equities	87	28.21%	—	Nov 1990	WSHFX vs FEMKX

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