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.
Performance
AWSHX vs. BLPAX - Performance Comparison
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AWSHX vs. BLPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AWSHX American Funds Washington Mutual Investors Fund Class A | -3.17% | 17.20% | 19.02% | 17.21% | -8.45% | 28.44% | 7.69% | 24.86% | -6.16% | 20.03% |
BLPAX American Funds Moderate Growth and Income Portfolio Class A | -1.31% | 16.64% | 11.30% | 13.87% | -13.60% | 13.87% | 13.16% | 19.53% | -4.59% | 16.71% |
Returns By Period
In the year-to-date period, AWSHX achieves a -3.17% return, which is significantly lower than BLPAX's -1.31% return. Over the past 10 years, AWSHX has outperformed BLPAX with an annualized return of 12.07%, while BLPAX has yielded a comparatively lower 8.49% annualized return.
AWSHX
- 1D
- 2.21%
- 1M
- -5.85%
- YTD
- -3.17%
- 6M
- -1.40%
- 1Y
- 12.98%
- 3Y*
- 16.12%
- 5Y*
- 11.18%
- 10Y*
- 12.07%
BLPAX
- 1D
- 1.82%
- 1M
- -5.12%
- YTD
- -1.31%
- 6M
- 1.05%
- 1Y
- 14.30%
- 3Y*
- 12.13%
- 5Y*
- 6.62%
- 10Y*
- 8.49%
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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.
Return for Risk
AWSHX vs. BLPAX — Risk / Return Rank
AWSHX
BLPAX
AWSHX vs. BLPAX - 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 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.
| AWSHX | BLPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.37 | -0.51 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.99 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.28 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 1.94 | -0.59 |
Martin ratioReturn relative to average drawdown | 6.00 | 8.24 | -2.24 |
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 | BLPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.37 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.64 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.79 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.86 | -0.24 |
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.
Dividends
AWSHX vs. BLPAX - Dividend Comparison
AWSHX's dividend yield for the trailing twelve months is around 10.44%, more than BLPAX's 5.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWSHX American Funds Washington Mutual Investors Fund Class A | 10.44% | 10.08% | 10.06% | 6.14% | 6.31% | 6.05% | 3.06% | 6.19% | 4.36% | 7.26% | 6.37% | 6.25% |
BLPAX American Funds Moderate Growth and Income Portfolio Class A | 5.91% | 5.83% | 3.59% | 2.30% | 6.01% | 4.97% | 2.56% | 3.83% | 4.69% | 3.48% | 3.66% | 3.69% |
Drawdowns
AWSHX vs. BLPAX - Drawdown Comparison
The maximum AWSHX drawdown since its inception was -53.95%, 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.
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Drawdown Indicators
| AWSHX | BLPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.95% | -23.21% | -30.74% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -7.68% | -2.69% |
Max Drawdown (5Y)Largest decline over 5 years | -18.64% | -20.65% | +2.01% |
Max Drawdown (10Y)Largest decline over 10 years | -34.65% | -23.21% | -11.44% |
Current DrawdownCurrent decline from peak | -6.35% | -5.58% | -0.77% |
Average DrawdownAverage peak-to-trough decline | -6.43% | -2.94% | -3.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 1.80% | +0.52% |
Volatility
AWSHX vs. BLPAX - Volatility Comparison
American Funds Washington Mutual Investors Fund Class A (AWSHX) has a higher volatility of 4.41% compared to American Funds Moderate Growth and Income Portfolio Class A (BLPAX) at 4.11%. 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.
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Volatility by Period
| AWSHX | BLPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 4.11% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 6.67% | +1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 10.73% | +4.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.12% | 10.36% | +3.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 10.79% | +5.54% |