AWSHX vs. AMUSX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class A (AWSHX) and American Funds U.S. Government Securities Fund (AMUSX).
AWSHX is managed by American Funds. It was launched on Jul 31, 1952. AMUSX is managed by American Funds. It was launched on Oct 16, 1985.
Performance
AWSHX vs. AMUSX - Performance Comparison
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AWSHX vs. AMUSX - 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% |
AMUSX American Funds U.S. Government Securities Fund | -0.80% | 7.55% | 0.63% | 2.79% | -11.50% | -0.84% | 9.44% | 5.03% | 0.64% | 1.54% |
Returns By Period
In the year-to-date period, AWSHX achieves a -5.27% return, which is significantly lower than AMUSX's -0.80% return. Over the past 10 years, AWSHX has outperformed AMUSX with an annualized return of 11.82%, while AMUSX has yielded a comparatively lower 1.11% 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%
AMUSX
- 1D
- 0.59%
- 1M
- -2.29%
- YTD
- -0.80%
- 6M
- 0.26%
- 1Y
- 3.32%
- 3Y*
- 2.41%
- 5Y*
- -0.07%
- 10Y*
- 1.11%
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AWSHX vs. AMUSX - Expense Ratio Comparison
AWSHX has a 0.58% expense ratio, which is lower than AMUSX's 0.61% expense ratio.
Return for Risk
AWSHX vs. AMUSX — Risk / Return Rank
AWSHX
AMUSX
AWSHX vs. AMUSX - 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 U.S. Government Securities Fund (AMUSX). 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 | AMUSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.83 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.25 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.15 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 1.52 | -0.56 |
Martin ratioReturn relative to average drawdown | 4.37 | 4.40 | -0.04 |
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 | AMUSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.83 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | -0.01 | +0.79 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.23 | +0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.83 | -0.22 |
Correlation
The correlation between AWSHX and AMUSX is -0.03. 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. AMUSX - Dividend Comparison
AWSHX's dividend yield for the trailing twelve months is around 10.67%, more than AMUSX's 3.63% 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% |
AMUSX American Funds U.S. Government Securities Fund | 3.63% | 3.97% | 4.19% | 3.44% | 2.01% | 1.05% | 4.92% | 2.79% | 1.72% | 1.32% | 2.30% | 2.84% |
Drawdowns
AWSHX vs. AMUSX - Drawdown Comparison
The maximum AWSHX drawdown since its inception was -53.95%, which is greater than AMUSX's maximum drawdown of -17.48%. Use the drawdown chart below to compare losses from any high point for AWSHX and AMUSX.
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Drawdown Indicators
| AWSHX | AMUSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.95% | -17.48% | -36.47% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -2.94% | -7.43% |
Max Drawdown (5Y)Largest decline over 5 years | -18.64% | -16.84% | -1.80% |
Max Drawdown (10Y)Largest decline over 10 years | -34.65% | -17.48% | -17.17% |
Current DrawdownCurrent decline from peak | -8.37% | -3.68% | -4.69% |
Average DrawdownAverage peak-to-trough decline | -6.43% | -2.75% | -3.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 1.02% | +1.27% |
Volatility
AWSHX vs. AMUSX - Volatility Comparison
American Funds Washington Mutual Investors Fund Class A (AWSHX) has a higher volatility of 3.58% compared to American Funds U.S. Government Securities Fund (AMUSX) at 1.60%. This indicates that AWSHX's price experiences larger fluctuations and is considered to be riskier than AMUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AWSHX | AMUSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 1.60% | +1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 2.49% | +5.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.18% | 4.57% | +10.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.09% | 6.01% | +8.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.31% | 4.83% | +11.48% |