AWSHX vs. ABNFX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class A (AWSHX) and American Funds The Bond Fund of America® Class F-2 (ABNFX).
AWSHX is managed by American Funds. It was launched on Jul 31, 1952. ABNFX is managed by American Funds. It was launched on Aug 4, 2008.
Performance
AWSHX vs. ABNFX - Performance Comparison
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AWSHX vs. ABNFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AWSHX American Funds Washington Mutual Investors Fund Class A | -3.17% | 17.20% | 19.02% | 17.21% | -8.45% | 28.44% | 7.69% | 24.86% | -6.16% | 20.03% |
ABNFX American Funds The Bond Fund of America® Class F-2 | -0.55% | 7.42% | 1.42% | 4.29% | -13.08% | -0.88% | 10.86% | 8.08% | 0.15% | 3.48% |
Returns By Period
In the year-to-date period, AWSHX achieves a -3.17% return, which is significantly lower than ABNFX's -0.55% return. Over the past 10 years, AWSHX has outperformed ABNFX with an annualized return of 12.07%, while ABNFX has yielded a comparatively lower 1.95% annualized return.
AWSHX
- 1D
- 2.21%
- 1M
- -5.85%
- YTD
- -3.17%
- 6M
- -1.40%
- 1Y
- 12.98%
- 3Y*
- 16.12%
- 5Y*
- 11.18%
- 10Y*
- 12.07%
ABNFX
- 1D
- 0.27%
- 1M
- -1.74%
- YTD
- -0.55%
- 6M
- 0.27%
- 1Y
- 3.61%
- 3Y*
- 3.18%
- 5Y*
- -0.01%
- 10Y*
- 1.95%
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AWSHX vs. ABNFX - Expense Ratio Comparison
AWSHX has a 0.58% expense ratio, which is higher than ABNFX's 0.35% expense ratio.
Return for Risk
AWSHX vs. ABNFX — Risk / Return Rank
AWSHX
ABNFX
AWSHX vs. ABNFX - 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 The Bond Fund of America® Class F-2 (ABNFX). 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 | ABNFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.90 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.29 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.16 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 1.52 | -0.17 |
Martin ratioReturn relative to average drawdown | 6.00 | 4.34 | +1.66 |
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 | ABNFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.90 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | -0.00 | +0.80 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.40 | +0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.65 | -0.03 |
Correlation
The correlation between AWSHX and ABNFX is -0.14. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
AWSHX vs. ABNFX - Dividend Comparison
AWSHX's dividend yield for the trailing twelve months is around 10.44%, more than ABNFX's 4.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWSHX American Funds Washington Mutual Investors Fund Class A | 10.44% | 10.08% | 10.06% | 6.14% | 6.31% | 6.05% | 3.06% | 6.19% | 4.36% | 7.26% | 6.37% | 6.25% |
ABNFX American Funds The Bond Fund of America® Class F-2 | 4.01% | 4.37% | 4.55% | 3.19% | 2.37% | 2.07% | 5.15% | 3.72% | 2.65% | 2.10% | 2.31% | 2.24% |
Drawdowns
AWSHX vs. ABNFX - Drawdown Comparison
The maximum AWSHX drawdown since its inception was -53.95%, which is greater than ABNFX's maximum drawdown of -17.69%. Use the drawdown chart below to compare losses from any high point for AWSHX and ABNFX.
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Drawdown Indicators
| AWSHX | ABNFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.95% | -17.69% | -36.26% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -2.94% | -7.43% |
Max Drawdown (5Y)Largest decline over 5 years | -18.64% | -17.65% | -0.99% |
Max Drawdown (10Y)Largest decline over 10 years | -34.65% | -17.69% | -16.96% |
Current DrawdownCurrent decline from peak | -6.35% | -2.65% | -3.70% |
Average DrawdownAverage peak-to-trough decline | -6.43% | -3.30% | -3.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 1.03% | +1.29% |
Volatility
AWSHX vs. ABNFX - Volatility Comparison
American Funds Washington Mutual Investors Fund Class A (AWSHX) has a higher volatility of 4.41% compared to American Funds The Bond Fund of America® Class F-2 (ABNFX) at 1.49%. This indicates that AWSHX's price experiences larger fluctuations and is considered to be riskier than ABNFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AWSHX | ABNFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 1.49% | +2.92% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 2.49% | +5.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 4.39% | +10.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.12% | 5.91% | +8.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 4.87% | +11.46% |