AGTHX vs. AWSHX
Compare and contrast key facts about American Funds The Growth Fund of America Class A (AGTHX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
AGTHX is managed by Equity. It was launched on Dec 1, 1973. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGTHX or AWSHX.
Correlation
The correlation between AGTHX and AWSHX is 0.90, 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.
Performance
AGTHX vs. AWSHX - Performance Comparison
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Key characteristics
AGTHX:
0.70
AWSHX:
0.21
AGTHX:
1.13
AWSHX:
0.48
AGTHX:
1.16
AWSHX:
1.07
AGTHX:
0.76
AWSHX:
0.30
AGTHX:
2.71
AWSHX:
1.05
AGTHX:
6.03%
AWSHX:
4.42%
AGTHX:
22.92%
AWSHX:
17.49%
AGTHX:
-51.65%
AWSHX:
-53.16%
AGTHX:
-5.15%
AWSHX:
-4.19%
Returns By Period
In the year-to-date period, AGTHX achieves a 1.17% return, which is significantly lower than AWSHX's 2.75% return. Over the past 10 years, AGTHX has outperformed AWSHX with an annualized return of 12.63%, while AWSHX has yielded a comparatively lower 6.12% annualized return.
AGTHX
1.17%
12.13%
-0.74%
15.88%
15.17%
12.63%
AWSHX
2.75%
6.63%
-3.63%
3.73%
11.09%
6.12%
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AGTHX vs. AWSHX - Expense Ratio Comparison
AGTHX has a 0.61% expense ratio, which is higher than AWSHX's 0.58% expense ratio.
Risk-Adjusted Performance
AGTHX vs. AWSHX — Risk-Adjusted Performance Rank
AGTHX
AWSHX
AGTHX vs. AWSHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Growth Fund of America Class A (AGTHX) 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.
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Dividends
AGTHX vs. AWSHX - Dividend Comparison
AGTHX's dividend yield for the trailing twelve months is around 8.88%, more than AWSHX's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 8.88% | 8.99% | 6.81% | 0.75% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% | 9.90% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 1.37% | 1.40% | 1.67% | 1.95% | 1.41% | 1.73% | 1.83% | 2.09% | 1.87% | 1.92% | 2.12% | 2.05% |
Drawdowns
AGTHX vs. AWSHX - Drawdown Comparison
The maximum AGTHX drawdown since its inception was -51.65%, roughly equal to the maximum AWSHX drawdown of -53.16%. Use the drawdown chart below to compare losses from any high point for AGTHX and AWSHX. For additional features, visit the drawdowns tool.
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Volatility
AGTHX vs. AWSHX - Volatility Comparison
American Funds The Growth Fund of America Class A (AGTHX) has a higher volatility of 6.94% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 4.98%. This indicates that AGTHX's price experiences larger fluctuations and is considered to be riskier than AWSHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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