AWSHX vs. ANCFX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class A (AWSHX) and American Funds Fundamental Investors Class A (ANCFX).
AWSHX is managed by American Funds. It was launched on Jul 31, 1952. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
AWSHX vs. ANCFX - Performance Comparison
Loading graphics...
AWSHX vs. ANCFX - 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% |
ANCFX American Funds Fundamental Investors Class A | -6.13% | 24.21% | 22.73% | 25.86% | -16.66% | 22.43% | 14.92% | 27.07% | -8.13% | 22.80% |
Returns By Period
In the year-to-date period, AWSHX achieves a -5.27% return, which is significantly higher than ANCFX's -6.13% return. Over the past 10 years, AWSHX has underperformed ANCFX with an annualized return of 11.82%, while ANCFX has yielded a comparatively higher 12.92% 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%
ANCFX
- 1D
- -0.62%
- 1M
- -9.88%
- YTD
- -6.13%
- 6M
- -2.09%
- 1Y
- 20.46%
- 3Y*
- 19.35%
- 5Y*
- 11.57%
- 10Y*
- 12.92%
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. ANCFX - Expense Ratio Comparison
AWSHX has a 0.58% expense ratio, which is lower than ANCFX's 0.59% expense ratio.
Return for Risk
AWSHX vs. ANCFX — Risk / Return Rank
AWSHX
ANCFX
AWSHX vs. ANCFX - 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 Fundamental Investors Class A (ANCFX). 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 | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 1.16 | -0.39 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.75 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.25 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 1.61 | -0.64 |
Martin ratioReturn relative to average drawdown | 4.37 | 7.19 | -2.83 |
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 | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 1.16 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.70 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.73 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.61 | 0.00 |
Correlation
The correlation between AWSHX and ANCFX is 0.91, 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. ANCFX - Dividend Comparison
AWSHX's dividend yield for the trailing twelve months is around 10.67%, more than ANCFX's 9.11% 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% |
ANCFX American Funds Fundamental Investors Class A | 9.11% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
Drawdowns
AWSHX vs. ANCFX - Drawdown Comparison
The maximum AWSHX drawdown since its inception was -53.95%, roughly equal to the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for AWSHX and ANCFX.
Loading graphics...
Drawdown Indicators
| AWSHX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.95% | -53.29% | -0.66% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -11.35% | +0.98% |
Max Drawdown (5Y)Largest decline over 5 years | -18.64% | -25.07% | +6.43% |
Max Drawdown (10Y)Largest decline over 10 years | -34.65% | -33.93% | -0.72% |
Current DrawdownCurrent decline from peak | -8.37% | -10.66% | +2.29% |
Average DrawdownAverage peak-to-trough decline | -6.43% | -7.34% | +0.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 2.54% | -0.25% |
Volatility
AWSHX vs. ANCFX - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class A (AWSHX) is 3.58%, while American Funds Fundamental Investors Class A (ANCFX) has a volatility of 4.98%. This indicates that AWSHX experiences smaller price fluctuations and is considered to be less risky than ANCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AWSHX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 4.98% | -1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 10.64% | -2.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.18% | 17.94% | -2.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.09% | 16.67% | -2.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.31% | 17.65% | -1.34% |