AWSHX vs. CAIBX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class A (AWSHX) and American Funds Capital Income Builder Class A (CAIBX).
AWSHX is managed by American Funds. It was launched on Jul 31, 1952. CAIBX is managed by American Funds. It was launched on Jul 30, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AWSHX or CAIBX.
Key characteristics
| AWSHX | CAIBX | |
|---|---|---|
| YTD Return | 5.53% | 2.04% |
| 1Y Return | 23.00% | 8.81% |
| 3Y Return (Ann) | 7.46% | 3.21% |
| 5Y Return (Ann) | 10.93% | 5.62% |
| 10Y Return (Ann) | 10.68% | 4.99% |
| Sharpe Ratio | 2.18 | 1.04 |
| Daily Std Dev | 10.13% | 8.28% |
| Max Drawdown | -53.26% | -42.73% |
| Current Drawdown | -3.31% | -1.64% |
Correlation
The correlation between AWSHX and CAIBX is 0.83, 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.
Performance
AWSHX vs. CAIBX - Performance Comparison
In the year-to-date period, AWSHX achieves a 5.53% return, which is significantly higher than CAIBX's 2.04% return. Over the past 10 years, AWSHX has outperformed CAIBX with an annualized return of 10.68%, while CAIBX has yielded a comparatively lower 4.99% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AWSHX vs. CAIBX - Expense Ratio Comparison
AWSHX has a 0.58% expense ratio, which is lower than CAIBX's 0.59% expense ratio.
Risk-Adjusted Performance
AWSHX vs. CAIBX - 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 Capital Income Builder Class A (CAIBX). 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. CAIBX - Dividend Comparison
AWSHX's dividend yield for the trailing twelve months is around 5.83%, more than CAIBX's 3.45% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWSHX American Funds Washington Mutual Investors Fund Class A | 5.83% | 6.14% | 6.31% | 3.23% | 3.06% | 6.76% | 8.09% | 7.40% | 6.36% | 6.22% | 7.00% | 4.96% |
CAIBX American Funds Capital Income Builder Class A | 3.45% | 3.47% | 3.43% | 3.14% | 3.38% | 4.24% | 3.79% | 4.66% | 3.50% | 3.60% | 4.63% | 3.30% |
Drawdowns
AWSHX vs. CAIBX - Drawdown Comparison
The maximum AWSHX drawdown since its inception was -53.26%, which is greater than CAIBX's maximum drawdown of -42.73%. Use the drawdown chart below to compare losses from any high point for AWSHX and CAIBX. For additional features, visit the drawdowns tool.
Volatility
AWSHX vs. CAIBX - Volatility Comparison
American Funds Washington Mutual Investors Fund Class A (AWSHX) has a higher volatility of 3.32% compared to American Funds Capital Income Builder Class A (CAIBX) at 2.77%. This indicates that AWSHX's price experiences larger fluctuations and is considered to be riskier than CAIBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.