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.
Correlation
The correlation between AUIAX and AWSHX is 0.84, 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
Key characteristics
AUIAX:
0.58
AWSHX:
0.79
AUIAX:
0.78
AWSHX:
1.07
AUIAX:
1.13
AWSHX:
1.16
AUIAX:
0.61
AWSHX:
1.27
AUIAX:
1.67
AWSHX:
3.82
AUIAX:
4.84%
AWSHX:
2.62%
AUIAX:
13.89%
AWSHX:
12.66%
AUIAX:
-46.97%
AWSHX:
-53.26%
AUIAX:
-8.97%
AWSHX:
-2.83%
Returns By Period
The year-to-date returns for both investments are quite close, with AUIAX having a 4.18% return and AWSHX slightly higher at 4.21%. Over the past 10 years, AUIAX has underperformed AWSHX with an annualized return of 4.11%, while AWSHX has yielded a comparatively higher 6.24% annualized return.
AUIAX
4.18%
-0.00%
-2.01%
6.28%
4.84%
4.11%
AWSHX
4.21%
0.56%
2.20%
7.93%
7.38%
6.24%
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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 Rank
AUIAX
AWSHX
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 1.11%, less than AWSHX's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AUIAX AB Equity Income Fund | 1.11% | 1.15% | 1.58% | 1.35% | 1.22% | 1.44% | 2.47% | 3.23% | 2.39% | 2.85% | 3.24% | 4.27% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 1.35% | 1.40% | 1.67% | 1.95% | 1.41% | 1.73% | 1.83% | 2.09% | 1.87% | 1.92% | 2.11% | 2.04% |
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
The current volatility for AB Equity Income Fund (AUIAX) is 2.38%, while American Funds Washington Mutual Investors Fund Class A (AWSHX) has a volatility of 2.88%. This indicates that AUIAX 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.