AMBFX vs. AWSHX
Compare and contrast key facts about American Funds American Balanced Fund® Class F-2 (AMBFX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
AMBFX is managed by American Funds. It was launched on Aug 5, 2008. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
AMBFX vs. AWSHX - Performance Comparison
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AMBFX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMBFX American Funds American Balanced Fund® Class F-2 | -2.82% | 18.67% | 15.25% | 13.81% | -11.93% | 16.00% | 11.06% | 19.45% | -2.69% | 14.85% |
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% | 20.03% |
Returns By Period
In the year-to-date period, AMBFX achieves a -2.82% return, which is significantly higher than AWSHX's -5.27% return. Over the past 10 years, AMBFX has underperformed AWSHX with an annualized return of 9.33%, while AWSHX has yielded a comparatively higher 11.82% annualized return.
AMBFX
- 1D
- -0.14%
- 1M
- -6.81%
- YTD
- -2.82%
- 6M
- 0.93%
- 1Y
- 15.54%
- 3Y*
- 13.72%
- 5Y*
- 8.28%
- 10Y*
- 9.33%
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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AMBFX vs. AWSHX - Expense Ratio Comparison
AMBFX has a 0.35% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Return for Risk
AMBFX vs. AWSHX — Risk / Return Rank
AMBFX
AWSHX
AMBFX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund® Class F-2 (AMBFX) 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.
| AMBFX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 0.76 | +0.69 |
Sortino ratioReturn per unit of downside risk | 2.12 | 1.19 | +0.93 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.17 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.03 | 0.96 | +1.07 |
Martin ratioReturn relative to average drawdown | 8.67 | 4.37 | +4.30 |
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
| AMBFX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 0.76 | +0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.78 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.73 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.62 | +0.11 |
Correlation
The correlation between AMBFX 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
AMBFX vs. AWSHX - Dividend Comparison
AMBFX's dividend yield for the trailing twelve months is around 8.75%, less than AWSHX's 10.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMBFX American Funds American Balanced Fund® Class F-2 | 8.75% | 8.47% | 7.40% | 2.20% | 2.52% | 4.50% | 4.56% | 4.19% | 6.20% | 4.85% | 4.46% | 5.81% |
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
AMBFX vs. AWSHX - Drawdown Comparison
The maximum AMBFX drawdown since its inception was -35.05%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for AMBFX and AWSHX.
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Drawdown Indicators
| AMBFX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.05% | -53.95% | +18.90% |
Max Drawdown (1Y)Largest decline over 1 year | -7.34% | -10.37% | +3.03% |
Max Drawdown (5Y)Largest decline over 5 years | -18.65% | -18.64% | -0.01% |
Max Drawdown (10Y)Largest decline over 10 years | -22.31% | -34.65% | +12.34% |
Current DrawdownCurrent decline from peak | -7.00% | -8.37% | +1.37% |
Average DrawdownAverage peak-to-trough decline | -3.61% | -6.43% | +2.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 2.29% | -0.57% |
Volatility
AMBFX vs. AWSHX - Volatility Comparison
The current volatility for American Funds American Balanced Fund® Class F-2 (AMBFX) is 3.26%, while American Funds Washington Mutual Investors Fund Class A (AWSHX) has a volatility of 3.58%. This indicates that AMBFX 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
| AMBFX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 3.58% | -0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 6.73% | 7.98% | -1.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.10% | 15.18% | -4.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.42% | 14.09% | -3.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.62% | 16.31% | -5.69% |