AMCPX vs. AWSHX
Compare and contrast key facts about American Funds AMCAP Fund Class A (AMCPX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
AMCPX is managed by American Funds. It was launched on Jan 5, 1967. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
AMCPX vs. AWSHX - Performance Comparison
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AMCPX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMCPX American Funds AMCAP Fund Class A | -11.82% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
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, AMCPX achieves a -11.82% return, which is significantly lower than AWSHX's -5.27% return. Over the past 10 years, AMCPX has underperformed AWSHX with an annualized return of 10.59%, while AWSHX has yielded a comparatively higher 11.82% annualized return.
AMCPX
- 1D
- -0.37%
- 1M
- -10.12%
- YTD
- -11.82%
- 6M
- -9.34%
- 1Y
- 11.06%
- 3Y*
- 14.39%
- 5Y*
- 6.22%
- 10Y*
- 10.59%
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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AMCPX vs. AWSHX - Expense Ratio Comparison
AMCPX has a 0.65% expense ratio, which is higher than AWSHX's 0.58% expense ratio.
Return for Risk
AMCPX vs. AWSHX — Risk / Return Rank
AMCPX
AWSHX
AMCPX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class A (AMCPX) 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.
| AMCPX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 0.76 | -0.20 |
Sortino ratioReturn per unit of downside risk | 0.94 | 1.19 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.17 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 0.96 | -0.37 |
Martin ratioReturn relative to average drawdown | 2.42 | 4.37 | -1.95 |
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
| AMCPX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 0.76 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.78 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.73 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.62 | -0.04 |
Correlation
The correlation between AMCPX and AWSHX is 0.86, 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
AMCPX vs. AWSHX - Dividend Comparison
AMCPX's dividend yield for the trailing twelve months is around 9.90%, less than AWSHX's 10.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMCPX American Funds AMCAP Fund Class A | 9.90% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
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
AMCPX vs. AWSHX - Drawdown Comparison
The maximum AMCPX drawdown since its inception was -62.37%, which is greater than AWSHX's maximum drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for AMCPX and AWSHX.
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Drawdown Indicators
| AMCPX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.37% | -53.95% | -8.42% |
Max Drawdown (1Y)Largest decline over 1 year | -14.18% | -10.37% | -3.81% |
Max Drawdown (5Y)Largest decline over 5 years | -36.90% | -18.64% | -18.26% |
Max Drawdown (10Y)Largest decline over 10 years | -36.90% | -34.65% | -2.25% |
Current DrawdownCurrent decline from peak | -14.18% | -8.37% | -5.81% |
Average DrawdownAverage peak-to-trough decline | -9.60% | -6.43% | -3.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 2.29% | +1.18% |
Volatility
AMCPX vs. AWSHX - Volatility Comparison
American Funds AMCAP Fund Class A (AMCPX) has a higher volatility of 5.26% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 3.58%. This indicates that AMCPX'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
| AMCPX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.26% | 3.58% | +1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 11.06% | 7.98% | +3.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.60% | 15.18% | +4.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.12% | 14.09% | +5.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.63% | 16.31% | +2.32% |