AWSHX vs. ABALX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class A (AWSHX) and American Funds American Balanced Fund Class A (ABALX).
AWSHX is managed by American Funds. It was launched on Jul 31, 1952. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
AWSHX vs. ABALX - Performance Comparison
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AWSHX vs. ABALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
ABALX American Funds American Balanced Fund Class A | -2.86% | 18.45% | 14.63% | 13.65% | -12.13% | 15.75% | 10.85% | 18.60% | -3.35% | 14.69% |
Returns By Period
In the year-to-date period, AWSHX achieves a -5.27% return, which is significantly lower than ABALX's -2.86% return. Over the past 10 years, AWSHX has outperformed ABALX with an annualized return of 11.82%, while ABALX has yielded a comparatively lower 8.98% annualized return.
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%
ABALX
- 1D
- -0.14%
- 1M
- -6.82%
- YTD
- -2.86%
- 6M
- 0.85%
- 1Y
- 15.33%
- 3Y*
- 13.40%
- 5Y*
- 8.00%
- 10Y*
- 8.98%
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AWSHX vs. ABALX - Expense Ratio Comparison
AWSHX has a 0.58% expense ratio, which is higher than ABALX's 0.56% expense ratio.
Return for Risk
AWSHX vs. ABALX — Risk / Return Rank
AWSHX
ABALX
AWSHX vs. ABALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Washington Mutual Investors Fund Class A (AWSHX) and American Funds American Balanced Fund Class A (ABALX). 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.
| AWSHX | ABALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 1.43 | -0.67 |
Sortino ratioReturn per unit of downside risk | 1.19 | 2.09 | -0.90 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.29 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 2.00 | -1.04 |
Martin ratioReturn relative to average drawdown | 4.37 | 8.51 | -4.15 |
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
| AWSHX | ABALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 1.43 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.77 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.85 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.79 | -0.17 |
Correlation
The correlation between AWSHX and ABALX is 0.95, 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
AWSHX vs. ABALX - Dividend Comparison
AWSHX's dividend yield for the trailing twelve months is around 10.67%, more than ABALX's 8.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ABALX American Funds American Balanced Fund Class A | 8.54% | 8.27% | 6.87% | 2.05% | 2.30% | 4.30% | 4.35% | 3.49% | 5.49% | 4.72% | 4.24% | 5.60% |
Drawdowns
AWSHX vs. ABALX - Drawdown Comparison
The maximum AWSHX drawdown since its inception was -53.95%, which is greater than ABALX's maximum drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for AWSHX and ABALX.
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Drawdown Indicators
| AWSHX | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.95% | -40.20% | -13.75% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -7.33% | -3.04% |
Max Drawdown (5Y)Largest decline over 5 years | -18.64% | -18.76% | +0.12% |
Max Drawdown (10Y)Largest decline over 10 years | -34.65% | -22.34% | -12.31% |
Current DrawdownCurrent decline from peak | -8.37% | -7.03% | -1.34% |
Average DrawdownAverage peak-to-trough decline | -6.43% | -3.86% | -2.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 1.73% | +0.56% |
Volatility
AWSHX vs. ABALX - Volatility Comparison
American Funds Washington Mutual Investors Fund Class A (AWSHX) has a higher volatility of 3.58% compared to American Funds American Balanced Fund Class A (ABALX) at 3.26%. This indicates that AWSHX's price experiences larger fluctuations and is considered to be riskier than ABALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AWSHX | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 3.26% | +0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 6.74% | +1.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.18% | 11.11% | +4.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.09% | 10.42% | +3.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.31% | 10.61% | +5.70% |