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AWSHX vs. AGTHX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AWSHX and AGTHX is 0.81, 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.


-0.50.00.51.00.8

Performance

AWSHX vs. AGTHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Washington Mutual Investors Fund Class A (AWSHX) and American Funds The Growth Fund of America Class A (AGTHX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%AugustSeptemberOctoberNovemberDecember2025
3.25%
14.78%
AWSHX
AGTHX

Key characteristics

Sharpe Ratio

AWSHX:

0.90

AGTHX:

1.91

Sortino Ratio

AWSHX:

1.20

AGTHX:

2.53

Omega Ratio

AWSHX:

1.18

AGTHX:

1.34

Calmar Ratio

AWSHX:

1.45

AGTHX:

2.85

Martin Ratio

AWSHX:

4.45

AGTHX:

12.07

Ulcer Index

AWSHX:

2.56%

AGTHX:

2.53%

Daily Std Dev

AWSHX:

12.69%

AGTHX:

16.00%

Max Drawdown

AWSHX:

-52.40%

AGTHX:

-51.65%

Current Drawdown

AWSHX:

-3.54%

AGTHX:

-1.29%

Returns By Period

In the year-to-date period, AWSHX achieves a 3.44% return, which is significantly lower than AGTHX's 4.65% return. Over the past 10 years, AWSHX has underperformed AGTHX with an annualized return of 6.94%, while AGTHX has yielded a comparatively higher 14.14% annualized return.


AWSHX

YTD

3.44%

1M

3.34%

6M

3.25%

1Y

10.61%

5Y*

7.88%

10Y*

6.94%

AGTHX

YTD

4.65%

1M

3.96%

6M

14.78%

1Y

29.44%

5Y*

14.99%

10Y*

14.14%

*Annualized

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Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


AWSHX vs. AGTHX - Expense Ratio Comparison

AWSHX has a 0.58% expense ratio, which is lower than AGTHX's 0.61% expense ratio.


AGTHX
American Funds The Growth Fund of America Class A
Expense ratio chart for AGTHX: current value at 0.61% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.61%
Expense ratio chart for AWSHX: current value at 0.58% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.58%

Risk-Adjusted Performance

AWSHX vs. AGTHX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AWSHX
The Risk-Adjusted Performance Rank of AWSHX is 5353
Overall Rank
The Sharpe Ratio Rank of AWSHX is 4545
Sharpe Ratio Rank
The Sortino Ratio Rank of AWSHX is 4040
Sortino Ratio Rank
The Omega Ratio Rank of AWSHX is 4646
Omega Ratio Rank
The Calmar Ratio Rank of AWSHX is 7676
Calmar Ratio Rank
The Martin Ratio Rank of AWSHX is 5656
Martin Ratio Rank

AGTHX
The Risk-Adjusted Performance Rank of AGTHX is 8787
Overall Rank
The Sharpe Ratio Rank of AGTHX is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of AGTHX is 8585
Sortino Ratio Rank
The Omega Ratio Rank of AGTHX is 8585
Omega Ratio Rank
The Calmar Ratio Rank of AGTHX is 8989
Calmar Ratio Rank
The Martin Ratio Rank of AGTHX is 9090
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AWSHX vs. AGTHX - Risk-Adjusted Performance 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 Growth Fund of America Class A (AGTHX). 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.


Sharpe ratio
The chart of Sharpe ratio for AWSHX, currently valued at 0.90, compared to the broader market-1.000.001.002.003.004.000.901.91
The chart of Sortino ratio for AWSHX, currently valued at 1.20, compared to the broader market0.002.004.006.008.0010.0012.001.202.53
The chart of Omega ratio for AWSHX, currently valued at 1.18, compared to the broader market1.002.003.004.001.181.34
The chart of Calmar ratio for AWSHX, currently valued at 1.45, compared to the broader market0.005.0010.0015.0020.001.452.85
The chart of Martin ratio for AWSHX, currently valued at 4.45, compared to the broader market0.0020.0040.0060.0080.004.4512.07
AWSHX
AGTHX

The current AWSHX Sharpe Ratio is 0.90, which is lower than the AGTHX Sharpe Ratio of 1.91. The chart below compares the historical Sharpe Ratios of AWSHX and AGTHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00AugustSeptemberOctoberNovemberDecember2025
0.90
1.91
AWSHX
AGTHX

Dividends

AWSHX vs. AGTHX - Dividend Comparison

AWSHX's dividend yield for the trailing twelve months is around 1.36%, less than AGTHX's 8.59% yield.


TTM20242023202220212020201920182017201620152014
AWSHX
American Funds Washington Mutual Investors Fund Class A
1.36%1.40%1.67%1.95%1.41%1.73%1.83%2.09%1.87%1.92%3.56%3.36%
AGTHX
American Funds The Growth Fund of America Class A
8.59%8.99%6.81%0.75%8.18%4.55%7.89%12.71%7.54%6.61%8.87%9.90%

Drawdowns

AWSHX vs. AGTHX - Drawdown Comparison

The maximum AWSHX drawdown since its inception was -52.40%, roughly equal to the maximum AGTHX drawdown of -51.65%. Use the drawdown chart below to compare losses from any high point for AWSHX and AGTHX. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-3.54%
-1.29%
AWSHX
AGTHX

Volatility

AWSHX vs. AGTHX - Volatility Comparison

The current volatility for American Funds Washington Mutual Investors Fund Class A (AWSHX) is 3.36%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 4.99%. This indicates that AWSHX experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%AugustSeptemberOctoberNovemberDecember2025
3.36%
4.99%
AWSHX
AGTHX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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