AGVHX vs. AWSHX
Compare and contrast key facts about American Funds Global Insight Fund (AGVHX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
AGVHX is managed by American Funds. It was launched on Mar 31, 2011. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
AGVHX vs. AWSHX - Performance Comparison
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AGVHX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AGVHX American Funds Global Insight Fund | -3.56% | 22.87% | 10.44% | 18.56% | -15.20% | 13.88% | 16.00% | 4.16% |
AWSHX American Funds Washington Mutual Investors Fund Class A | -3.17% | 17.20% | 19.02% | 17.21% | -8.45% | 28.44% | 7.69% | 3.35% |
Returns By Period
In the year-to-date period, AGVHX achieves a -3.56% return, which is significantly lower than AWSHX's -3.17% return.
AGVHX
- 1D
- 2.97%
- 1M
- -6.65%
- YTD
- -3.56%
- 6M
- -1.26%
- 1Y
- 16.95%
- 3Y*
- 13.03%
- 5Y*
- 7.43%
- 10Y*
- —
AWSHX
- 1D
- 2.21%
- 1M
- -5.85%
- YTD
- -3.17%
- 6M
- -1.40%
- 1Y
- 12.98%
- 3Y*
- 16.12%
- 5Y*
- 11.18%
- 10Y*
- 12.07%
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AGVHX vs. AWSHX - Expense Ratio Comparison
AGVHX has a 0.47% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Return for Risk
AGVHX vs. AWSHX — Risk / Return Rank
AGVHX
AWSHX
AGVHX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Global Insight Fund (AGVHX) 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.
| AGVHX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 0.86 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.68 | 1.34 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.35 | +0.30 |
Martin ratioReturn relative to average drawdown | 6.91 | 6.00 | +0.91 |
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
| AGVHX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 0.86 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.80 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.62 | -0.05 |
Correlation
The correlation between AGVHX and AWSHX is 0.91, 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
AGVHX vs. AWSHX - Dividend Comparison
AGVHX's dividend yield for the trailing twelve months is around 1.22%, less than AWSHX's 10.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGVHX American Funds Global Insight Fund | 1.22% | 1.18% | 1.27% | 1.53% | 1.48% | 0.86% | 0.79% | 2.88% | 0.00% | 0.00% | 0.00% | 0.00% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 10.44% | 10.08% | 10.06% | 6.14% | 6.31% | 6.05% | 3.06% | 6.19% | 4.36% | 7.26% | 6.37% | 6.25% |
Drawdowns
AGVHX vs. AWSHX - Drawdown Comparison
The maximum AGVHX drawdown since its inception was -29.73%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for AGVHX and AWSHX.
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Drawdown Indicators
| AGVHX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.73% | -53.95% | +24.22% |
Max Drawdown (1Y)Largest decline over 1 year | -10.56% | -10.37% | -0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -25.52% | -18.64% | -6.88% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.65% | — |
Current DrawdownCurrent decline from peak | -7.90% | -6.35% | -1.55% |
Average DrawdownAverage peak-to-trough decline | -5.19% | -6.43% | +1.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 2.32% | +0.19% |
Volatility
AGVHX vs. AWSHX - Volatility Comparison
American Funds Global Insight Fund (AGVHX) has a higher volatility of 6.20% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 4.41%. This indicates that AGVHX'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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Volatility by Period
| AGVHX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.20% | 4.41% | +1.79% |
Volatility (6M)Calculated over the trailing 6-month period | 9.98% | 8.28% | +1.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.26% | 15.30% | -0.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 14.12% | +0.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.17% | 16.33% | +0.84% |