AICFX vs. AWSHX
Compare and contrast key facts about The Investment Company of America Class F-1 (AICFX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
AICFX is an actively managed fund by American Funds. It was launched on Jan 2, 1934. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
AICFX vs. AWSHX - Performance Comparison
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AICFX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AICFX The Investment Company of America Class F-1 | -4.89% | 20.40% | 24.82% | 28.47% | -15.55% | 25.02% | 14.41% | 23.99% | -7.03% | 19.40% |
AWSHX American Funds Washington Mutual Investors Fund Class A | -3.17% | 17.20% | 19.02% | 17.21% | -8.45% | 28.44% | 7.69% | 24.86% | -6.16% | 20.03% |
Returns By Period
In the year-to-date period, AICFX achieves a -4.89% return, which is significantly lower than AWSHX's -3.17% return. Over the past 10 years, AICFX has outperformed AWSHX with an annualized return of 12.95%, while AWSHX has yielded a comparatively lower 12.07% annualized return.
AICFX
- 1D
- 3.06%
- 1M
- -5.90%
- YTD
- -4.89%
- 6M
- -3.23%
- 1Y
- 17.57%
- 3Y*
- 19.97%
- 5Y*
- 12.38%
- 10Y*
- 12.95%
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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AICFX vs. AWSHX - Expense Ratio Comparison
AICFX has a 0.63% expense ratio, which is higher than AWSHX's 0.58% expense ratio.
Return for Risk
AICFX vs. AWSHX — Risk / Return Rank
AICFX
AWSHX
AICFX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Investment Company of America Class F-1 (AICFX) 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.
| AICFX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.86 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.34 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.35 | +0.37 |
Martin ratioReturn relative to average drawdown | 7.11 | 6.00 | +1.11 |
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
| AICFX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.86 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.80 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.74 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.62 | -0.07 |
Correlation
The correlation between AICFX 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
AICFX vs. AWSHX - Dividend Comparison
AICFX's dividend yield for the trailing twelve months is around 11.14%, more than AWSHX's 10.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AICFX The Investment Company of America Class F-1 | 11.14% | 10.58% | 9.26% | 4.92% | 6.06% | 6.89% | 1.60% | 6.10% | 11.19% | 7.00% | 5.40% | 8.90% |
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
AICFX vs. AWSHX - Drawdown Comparison
The maximum AICFX drawdown since its inception was -50.91%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for AICFX and AWSHX.
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Drawdown Indicators
| AICFX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.91% | -53.95% | +3.04% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -10.37% | -0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -24.36% | -18.64% | -5.72% |
Max Drawdown (10Y)Largest decline over 10 years | -31.09% | -34.65% | +3.56% |
Current DrawdownCurrent decline from peak | -7.34% | -6.35% | -0.99% |
Average DrawdownAverage peak-to-trough decline | -7.14% | -6.43% | -0.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 2.32% | +0.27% |
Volatility
AICFX vs. AWSHX - Volatility Comparison
The Investment Company of America Class F-1 (AICFX) has a higher volatility of 5.75% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 4.41%. This indicates that AICFX'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
| AICFX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.75% | 4.41% | +1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 9.93% | 8.28% | +1.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.57% | 15.30% | +2.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.97% | 14.12% | +1.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.54% | 16.33% | +0.21% |