AUIAX vs. AWSHX
Compare and contrast key facts about AB Equity Income Fund (AUIAX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
AUIAX is managed by AllianceBernstein. It was launched on Oct 18, 1993. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AUIAX or AWSHX.
Key characteristics
AUIAX | AWSHX | |
---|---|---|
YTD Return | 7.42% | 6.27% |
1Y Return | 23.19% | 21.85% |
3Y Return (Ann) | 9.29% | 8.13% |
5Y Return (Ann) | 11.09% | 11.08% |
10Y Return (Ann) | 9.21% | 10.69% |
Sharpe Ratio | 2.28 | 2.32 |
Daily Std Dev | 11.01% | 10.23% |
Max Drawdown | -46.97% | -53.26% |
Current Drawdown | -3.08% | -2.64% |
Correlation
The correlation between AUIAX and AWSHX is 0.85, 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.
Performance
AUIAX vs. AWSHX - Performance Comparison
In the year-to-date period, AUIAX achieves a 7.42% return, which is significantly higher than AWSHX's 6.27% return. Over the past 10 years, AUIAX has underperformed AWSHX with an annualized return of 9.21%, while AWSHX has yielded a comparatively higher 10.69% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AUIAX vs. AWSHX - Expense Ratio Comparison
AUIAX has a 0.97% expense ratio, which is higher than AWSHX's 0.58% expense ratio.
Risk-Adjusted Performance
AUIAX vs. AWSHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Equity Income Fund (AUIAX) 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.
Dividends
AUIAX vs. AWSHX - Dividend Comparison
AUIAX's dividend yield for the trailing twelve months is around 3.51%, less than AWSHX's 5.79% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AB Equity Income Fund | 3.51% | 2.68% | 7.73% | 16.44% | 2.65% | 5.61% | 13.48% | 6.11% | 2.85% | 5.39% | 10.50% | 10.68% |
American Funds Washington Mutual Investors Fund Class A | 5.79% | 6.14% | 6.31% | 3.23% | 3.06% | 6.76% | 8.09% | 7.40% | 6.36% | 6.22% | 7.00% | 4.96% |
Drawdowns
AUIAX vs. AWSHX - Drawdown Comparison
The maximum AUIAX drawdown since its inception was -46.97%, smaller than the maximum AWSHX drawdown of -53.26%. Use the drawdown chart below to compare losses from any high point for AUIAX and AWSHX. For additional features, visit the drawdowns tool.
Volatility
AUIAX vs. AWSHX - Volatility Comparison
AB Equity Income Fund (AUIAX) and American Funds Washington Mutual Investors Fund Class A (AWSHX) have volatilities of 3.15% and 3.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.