AWSHX vs. AMCPX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class A (AWSHX) and American Funds AMCAP Fund Class A (AMCPX).
AWSHX is managed by American Funds. It was launched on Jul 31, 1952. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Performance
AWSHX vs. AMCPX - Performance Comparison
Loading graphics...
AWSHX vs. AMCPX - 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% |
AMCPX American Funds AMCAP Fund Class A | -11.82% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
Returns By Period
In the year-to-date period, AWSHX achieves a -5.27% return, which is significantly higher than AMCPX's -11.82% return. Over the past 10 years, AWSHX has outperformed AMCPX with an annualized return of 11.82%, while AMCPX has yielded a comparatively lower 10.59% 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%
AMCPX
- 1D
- -0.37%
- 1M
- -10.12%
- YTD
- -11.82%
- 6M
- -9.34%
- 1Y
- 11.06%
- 3Y*
- 14.39%
- 5Y*
- 6.22%
- 10Y*
- 10.59%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AWSHX vs. AMCPX - Expense Ratio Comparison
AWSHX has a 0.58% expense ratio, which is lower than AMCPX's 0.65% expense ratio.
Return for Risk
AWSHX vs. AMCPX — Risk / Return Rank
AWSHX
AMCPX
AWSHX vs. AMCPX - 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 AMCAP Fund Class A (AMCPX). 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 | AMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.56 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.19 | 0.94 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.13 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 0.59 | +0.37 |
Martin ratioReturn relative to average drawdown | 4.37 | 2.42 | +1.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AWSHX | AMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.56 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.33 | +0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.57 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.57 | +0.04 |
Correlation
The correlation between AWSHX and AMCPX is 0.86, 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. AMCPX - Dividend Comparison
AWSHX's dividend yield for the trailing twelve months is around 10.67%, more than AMCPX's 9.90% 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% |
AMCPX American Funds AMCAP Fund Class A | 9.90% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
Drawdowns
AWSHX vs. AMCPX - Drawdown Comparison
The maximum AWSHX drawdown since its inception was -53.95%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for AWSHX and AMCPX.
Loading graphics...
Drawdown Indicators
| AWSHX | AMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.95% | -62.37% | +8.42% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -14.18% | +3.81% |
Max Drawdown (5Y)Largest decline over 5 years | -18.64% | -36.90% | +18.26% |
Max Drawdown (10Y)Largest decline over 10 years | -34.65% | -36.90% | +2.25% |
Current DrawdownCurrent decline from peak | -8.37% | -14.18% | +5.81% |
Average DrawdownAverage peak-to-trough decline | -6.43% | -9.60% | +3.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 3.47% | -1.18% |
Volatility
AWSHX vs. AMCPX - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class A (AWSHX) is 3.58%, while American Funds AMCAP Fund Class A (AMCPX) has a volatility of 5.26%. This indicates that AWSHX experiences smaller price fluctuations and is considered to be less risky than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AWSHX | AMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 5.26% | -1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 11.06% | -3.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.18% | 19.60% | -4.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.09% | 19.12% | -5.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.31% | 18.63% | -2.32% |