AWSHX vs. AIVSX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class A (AWSHX) and American Funds Investment Company of America Class A (AIVSX).
AWSHX is managed by American Funds. It was launched on Jul 31, 1952. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AWSHX or AIVSX.
Performance
AWSHX vs. AIVSX - Performance Comparison
Returns By Period
In the year-to-date period, AWSHX achieves a 20.84% return, which is significantly lower than AIVSX's 25.06% return. Over the past 10 years, AWSHX has underperformed AIVSX with an annualized return of 11.19%, while AIVSX has yielded a comparatively higher 11.84% annualized return.
AWSHX
20.84%
1.24%
10.72%
27.03%
12.44%
11.19%
AIVSX
25.06%
1.63%
11.60%
32.33%
15.25%
11.84%
Key characteristics
| AWSHX | AIVSX | |
|---|---|---|
| Sharpe Ratio | 2.57 | 2.67 |
| Sortino Ratio | 3.54 | 3.58 |
| Omega Ratio | 1.48 | 1.49 |
| Calmar Ratio | 4.78 | 4.76 |
| Martin Ratio | 17.12 | 20.95 |
| Ulcer Index | 1.58% | 1.54% |
| Daily Std Dev | 10.50% | 12.09% |
| Max Drawdown | -53.26% | -50.56% |
| Current Drawdown | -0.86% | -1.30% |
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AWSHX vs. AIVSX - Expense Ratio Comparison
AWSHX has a 0.58% expense ratio, which is higher than AIVSX's 0.57% expense ratio.
Correlation
The correlation between AWSHX and AIVSX is 0.92, 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.
Risk-Adjusted Performance
AWSHX vs. AIVSX - 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 Investment Company of America Class A (AIVSX). 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
AWSHX vs. AIVSX - Dividend Comparison
AWSHX's dividend yield for the trailing twelve months is around 1.47%, more than AIVSX's 1.16% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWSHX American Funds Washington Mutual Investors Fund Class A | 1.47% | 1.67% | 1.95% | 1.41% | 1.73% | 1.83% | 2.09% | 1.87% | 1.92% | 2.11% | 2.04% | 4.96% |
AIVSX American Funds Investment Company of America Class A | 1.16% | 1.44% | 1.50% | 1.20% | 1.40% | 1.93% | 2.17% | 1.68% | 1.89% | 3.06% | 11.66% | 9.04% |
Drawdowns
AWSHX vs. AIVSX - Drawdown Comparison
The maximum AWSHX drawdown since its inception was -53.26%, which is greater than AIVSX's maximum drawdown of -50.56%. Use the drawdown chart below to compare losses from any high point for AWSHX and AIVSX. For additional features, visit the drawdowns tool.
Volatility
AWSHX vs. AIVSX - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class A (AWSHX) is 3.42%, while American Funds Investment Company of America Class A (AIVSX) has a volatility of 3.74%. This indicates that AWSHX experiences smaller price fluctuations and is considered to be less risky than AIVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.