AWSHX vs. BLPAX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class A (AWSHX) and American Funds Moderate Growth and Income Portfolio Class A (BLPAX).
AWSHX is managed by American Funds. It was launched on Jul 31, 1952. BLPAX is managed by American Funds. It was launched on May 18, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AWSHX or BLPAX.
Performance
AWSHX vs. BLPAX - Performance Comparison
Returns By Period
In the year-to-date period, AWSHX achieves a 20.10% return, which is significantly higher than BLPAX's 12.04% return. Over the past 10 years, AWSHX has outperformed BLPAX with an annualized return of 11.12%, while BLPAX has yielded a comparatively lower 7.26% annualized return.
AWSHX
20.10%
0.03%
10.54%
26.25%
12.31%
11.12%
BLPAX
12.04%
-0.69%
6.64%
18.17%
7.93%
7.26%
Key characteristics
| AWSHX | BLPAX | |
|---|---|---|
| Sharpe Ratio | 2.55 | 2.29 |
| Sortino Ratio | 3.51 | 3.24 |
| Omega Ratio | 1.47 | 1.43 |
| Calmar Ratio | 4.73 | 2.72 |
| Martin Ratio | 16.95 | 14.77 |
| Ulcer Index | 1.58% | 1.24% |
| Daily Std Dev | 10.49% | 8.02% |
| Max Drawdown | -53.26% | -23.21% |
| Current Drawdown | -1.47% | -1.43% |
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AWSHX vs. BLPAX - Expense Ratio Comparison
AWSHX has a 0.58% expense ratio, which is lower than BLPAX's 0.66% expense ratio.
Correlation
The correlation between AWSHX and BLPAX is 0.93, 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. BLPAX - 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 Moderate Growth and Income Portfolio Class A (BLPAX). 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. BLPAX - Dividend Comparison
AWSHX's dividend yield for the trailing twelve months is around 1.47%, less than BLPAX's 2.15% 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% |
BLPAX American Funds Moderate Growth and Income Portfolio Class A | 2.15% | 2.25% | 2.14% | 1.43% | 1.75% | 1.89% | 2.08% | 1.52% | 1.65% | 1.56% | 2.86% | 1.68% |
Drawdowns
AWSHX vs. BLPAX - Drawdown Comparison
The maximum AWSHX drawdown since its inception was -53.26%, which is greater than BLPAX's maximum drawdown of -23.21%. Use the drawdown chart below to compare losses from any high point for AWSHX and BLPAX. For additional features, visit the drawdowns tool.
Volatility
AWSHX vs. BLPAX - Volatility Comparison
American Funds Washington Mutual Investors Fund Class A (AWSHX) has a higher volatility of 3.38% compared to American Funds Moderate Growth and Income Portfolio Class A (BLPAX) at 2.16%. This indicates that AWSHX's price experiences larger fluctuations and is considered to be riskier than BLPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.