AFMFX vs. AWSHX
Compare and contrast key facts about American Funds American Mutual Fund Class F-3 (AFMFX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
AFMFX is managed by American Funds. It was launched on Feb 21, 1950. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
AFMFX vs. AWSHX - Performance Comparison
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AFMFX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AFMFX American Funds American Mutual Fund Class F-3 | -3.07% | 16.43% | 15.30% | 9.77% | -4.19% | 23.64% | 5.04% | 21.90% | -1.98% | 11.75% |
AWSHX American Funds Washington Mutual Investors Fund Class A | -5.27% | 17.20% | 19.02% | 17.21% | -8.45% | 28.44% | 7.69% | 24.86% | -6.16% | 13.95% |
Returns By Period
In the year-to-date period, AFMFX achieves a -3.07% return, which is significantly higher than AWSHX's -5.27% return.
AFMFX
- 1D
- -0.10%
- 1M
- -7.90%
- YTD
- -3.07%
- 6M
- -1.41%
- 1Y
- 10.11%
- 3Y*
- 12.32%
- 5Y*
- 9.41%
- 10Y*
- —
AWSHX
- 1D
- -0.03%
- 1M
- -7.89%
- YTD
- -5.27%
- 6M
- -3.14%
- 1Y
- 10.70%
- 3Y*
- 15.28%
- 5Y*
- 10.91%
- 10Y*
- 11.82%
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AFMFX vs. AWSHX - Expense Ratio Comparison
AFMFX has a 0.27% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Return for Risk
AFMFX vs. AWSHX — Risk / Return Rank
AFMFX
AWSHX
AFMFX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Mutual Fund Class F-3 (AFMFX) and American Funds Washington Mutual Investors Fund Class A (AWSHX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AFMFX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.76 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.19 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.17 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 0.96 | 0.00 |
Martin ratioReturn relative to average drawdown | 4.19 | 4.37 | -0.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AFMFX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.76 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.78 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.62 | +0.08 |
Correlation
The correlation between AFMFX and AWSHX is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AFMFX vs. AWSHX - Dividend Comparison
AFMFX's dividend yield for the trailing twelve months is around 8.15%, less than AWSHX's 10.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFMFX American Funds American Mutual Fund Class F-3 | 8.15% | 7.86% | 6.60% | 4.06% | 5.20% | 3.58% | 2.22% | 4.89% | 6.75% | 6.25% | 0.00% | 0.00% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 10.67% | 10.08% | 10.06% | 6.14% | 6.31% | 6.05% | 3.06% | 6.19% | 4.36% | 7.26% | 6.37% | 6.25% |
Drawdowns
AFMFX vs. AWSHX - Drawdown Comparison
The maximum AFMFX drawdown since its inception was -29.79%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for AFMFX and AWSHX.
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Drawdown Indicators
| AFMFX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.79% | -53.95% | +24.16% |
Max Drawdown (1Y)Largest decline over 1 year | -10.21% | -10.37% | +0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -15.16% | -18.64% | +3.48% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.65% | — |
Current DrawdownCurrent decline from peak | -7.90% | -8.37% | +0.47% |
Average DrawdownAverage peak-to-trough decline | -2.94% | -6.43% | +3.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 2.29% | +0.05% |
Volatility
AFMFX vs. AWSHX - Volatility Comparison
The current volatility for American Funds American Mutual Fund Class F-3 (AFMFX) is 3.36%, while American Funds Washington Mutual Investors Fund Class A (AWSHX) has a volatility of 3.58%. This indicates that AFMFX experiences smaller price fluctuations and is considered to be less risky than AWSHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AFMFX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 3.58% | -0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 7.33% | 7.98% | -0.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.81% | 15.18% | -1.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.47% | 14.09% | -1.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.56% | 16.31% | -1.75% |