AMRMX vs. AWSHX
Compare and contrast key facts about American Funds American Mutual Fund Class A (AMRMX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
AMRMX is managed by American Funds. It was launched on Feb 21, 1950. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
AMRMX vs. AWSHX - Performance Comparison
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AMRMX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMRMX American Funds American Mutual Fund Class A | -3.14% | 16.08% | 14.93% | 9.43% | -4.49% | 24.99% | 4.52% | 21.53% | -2.25% | 17.53% |
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, AMRMX achieves a -3.14% return, which is significantly higher than AWSHX's -5.27% return. Over the past 10 years, AMRMX has underperformed AWSHX with an annualized return of 10.45%, while AWSHX has yielded a comparatively higher 11.82% annualized return.
AMRMX
- 1D
- -0.10%
- 1M
- -7.92%
- YTD
- -3.14%
- 6M
- -1.57%
- 1Y
- 9.78%
- 3Y*
- 11.97%
- 5Y*
- 9.37%
- 10Y*
- 10.45%
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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AMRMX vs. AWSHX - Expense Ratio Comparison
Both AMRMX and AWSHX have an expense ratio of 0.58%.
Return for Risk
AMRMX vs. AWSHX — Risk / Return Rank
AMRMX
AWSHX
AMRMX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Mutual Fund Class A (AMRMX) 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.
| AMRMX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.76 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.19 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.17 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.93 | 0.96 | -0.04 |
Martin ratioReturn relative to average drawdown | 4.03 | 4.37 | -0.33 |
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
| AMRMX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.76 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.78 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.73 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.62 | +0.08 |
Correlation
The correlation between AMRMX and AWSHX is 0.97, 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
AMRMX vs. AWSHX - Dividend Comparison
AMRMX's dividend yield for the trailing twelve months is around 7.82%, less than AWSHX's 10.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMRMX American Funds American Mutual Fund Class A | 7.82% | 7.55% | 6.27% | 3.75% | 4.88% | 4.65% | 1.74% | 4.60% | 6.44% | 5.96% | 4.83% | 6.54% |
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
AMRMX vs. AWSHX - Drawdown Comparison
The maximum AMRMX drawdown since its inception was -48.75%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for AMRMX and AWSHX.
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Drawdown Indicators
| AMRMX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.75% | -53.95% | +5.20% |
Max Drawdown (1Y)Largest decline over 1 year | -10.24% | -10.37% | +0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -15.31% | -18.64% | +3.33% |
Max Drawdown (10Y)Largest decline over 10 years | -29.81% | -34.65% | +4.84% |
Current DrawdownCurrent decline from peak | -7.92% | -8.37% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -6.43% | +1.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 2.29% | +0.06% |
Volatility
AMRMX vs. AWSHX - Volatility Comparison
The current volatility for American Funds American Mutual Fund Class A (AMRMX) is 3.36%, while American Funds Washington Mutual Investors Fund Class A (AWSHX) has a volatility of 3.58%. This indicates that AMRMX 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
| AMRMX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 3.58% | -0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 7.32% | 7.98% | -0.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.81% | 15.18% | -1.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.48% | 14.09% | -1.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.10% | 16.31% | -2.21% |