AWSHX vs. CMNWX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class A (AWSHX) and Principal Capital Appreciation Fund (CMNWX).
AWSHX is managed by American Funds. It was launched on Jul 31, 1952. CMNWX is managed by Principal. It was launched on Nov 24, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AWSHX or CMNWX.
Correlation
The correlation between AWSHX and CMNWX is 0.88, 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. CMNWX - Performance Comparison
Key characteristics
AWSHX:
0.12
CMNWX:
0.19
AWSHX:
0.28
CMNWX:
0.40
AWSHX:
1.04
CMNWX:
1.06
AWSHX:
0.13
CMNWX:
0.17
AWSHX:
0.50
CMNWX:
0.56
AWSHX:
4.16%
CMNWX:
6.72%
AWSHX:
17.35%
CMNWX:
19.65%
AWSHX:
-53.16%
CMNWX:
-57.43%
AWSHX:
-8.64%
CMNWX:
-15.52%
Returns By Period
In the year-to-date period, AWSHX achieves a -2.03% return, which is significantly higher than CMNWX's -7.69% return. Over the past 10 years, AWSHX has outperformed CMNWX with an annualized return of 5.66%, while CMNWX has yielded a comparatively lower 2.97% annualized return.
AWSHX
-2.03%
-3.81%
-6.04%
1.07%
9.81%
5.66%
CMNWX
-7.69%
-4.97%
-10.41%
2.51%
11.83%
2.97%
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AWSHX vs. CMNWX - Expense Ratio Comparison
AWSHX has a 0.58% expense ratio, which is lower than CMNWX's 0.80% expense ratio.
Risk-Adjusted Performance
AWSHX vs. CMNWX — Risk-Adjusted Performance Rank
AWSHX
CMNWX
AWSHX vs. CMNWX - 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 Principal Capital Appreciation Fund (CMNWX). 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. CMNWX - Dividend Comparison
AWSHX's dividend yield for the trailing twelve months is around 1.44%, more than CMNWX's 0.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWSHX American Funds Washington Mutual Investors Fund Class A | 1.44% | 1.40% | 1.67% | 1.95% | 1.41% | 1.73% | 1.83% | 2.09% | 1.87% | 1.92% | 2.12% | 2.05% |
CMNWX Principal Capital Appreciation Fund | 0.50% | 0.46% | 0.71% | 0.69% | 0.43% | 0.78% | 0.93% | 1.62% | 1.01% | 1.07% | 1.19% | 0.92% |
Drawdowns
AWSHX vs. CMNWX - Drawdown Comparison
The maximum AWSHX drawdown since its inception was -53.16%, smaller than the maximum CMNWX drawdown of -57.43%. Use the drawdown chart below to compare losses from any high point for AWSHX and CMNWX. For additional features, visit the drawdowns tool.
Volatility
AWSHX vs. CMNWX - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class A (AWSHX) is 11.90%, while Principal Capital Appreciation Fund (CMNWX) has a volatility of 13.31%. This indicates that AWSHX experiences smaller price fluctuations and is considered to be less risky than CMNWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.