AWSHX vs. CWGIX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class A (AWSHX) and American Funds Capital World Growth and Income Fund Class A (CWGIX).
AWSHX is managed by American Funds. It was launched on Jul 31, 1952. CWGIX is managed by American Funds. It was launched on Mar 26, 1993.
Performance
AWSHX vs. CWGIX - Performance Comparison
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AWSHX vs. CWGIX - 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% |
CWGIX American Funds Capital World Growth and Income Fund Class A | -4.19% | 24.68% | 13.85% | 20.55% | -17.32% | 14.74% | 15.31% | 25.32% | -10.60% | 24.55% |
Returns By Period
In the year-to-date period, AWSHX achieves a -5.27% return, which is significantly lower than CWGIX's -4.19% return. Over the past 10 years, AWSHX has outperformed CWGIX with an annualized return of 11.82%, while CWGIX has yielded a comparatively lower 10.27% 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%
CWGIX
- 1D
- -0.47%
- 1M
- -9.84%
- YTD
- -4.19%
- 6M
- -0.07%
- 1Y
- 19.60%
- 3Y*
- 15.56%
- 5Y*
- 8.31%
- 10Y*
- 10.27%
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AWSHX vs. CWGIX - Expense Ratio Comparison
AWSHX has a 0.58% expense ratio, which is lower than CWGIX's 0.75% expense ratio.
Return for Risk
AWSHX vs. CWGIX — Risk / Return Rank
AWSHX
CWGIX
AWSHX vs. CWGIX - 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 Capital World Growth and Income Fund Class A (CWGIX). 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 | CWGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 1.23 | -0.47 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.78 | -0.59 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.25 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 1.57 | -0.61 |
Martin ratioReturn relative to average drawdown | 4.37 | 6.75 | -2.38 |
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 | CWGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 1.23 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.56 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.65 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.65 | -0.04 |
Correlation
The correlation between AWSHX and CWGIX is 0.80, 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. CWGIX - Dividend Comparison
AWSHX's dividend yield for the trailing twelve months is around 10.67%, less than CWGIX's 11.03% 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% |
CWGIX American Funds Capital World Growth and Income Fund Class A | 11.03% | 10.54% | 7.88% | 3.20% | 2.09% | 6.82% | 1.23% | 2.44% | 7.00% | 6.63% | 4.96% | 3.78% |
Drawdowns
AWSHX vs. CWGIX - Drawdown Comparison
The maximum AWSHX drawdown since its inception was -53.95%, roughly equal to the maximum CWGIX drawdown of -54.47%. Use the drawdown chart below to compare losses from any high point for AWSHX and CWGIX.
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Drawdown Indicators
| AWSHX | CWGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.95% | -54.47% | +0.52% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -11.08% | +0.71% |
Max Drawdown (5Y)Largest decline over 5 years | -18.64% | -27.18% | +8.54% |
Max Drawdown (10Y)Largest decline over 10 years | -34.65% | -32.00% | -2.65% |
Current DrawdownCurrent decline from peak | -8.37% | -10.52% | +2.15% |
Average DrawdownAverage peak-to-trough decline | -6.43% | -7.16% | +0.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 2.58% | -0.29% |
Volatility
AWSHX vs. CWGIX - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class A (AWSHX) is 3.58%, while American Funds Capital World Growth and Income Fund Class A (CWGIX) has a volatility of 5.20%. This indicates that AWSHX experiences smaller price fluctuations and is considered to be less risky than CWGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AWSHX | CWGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 5.20% | -1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 10.06% | -2.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.18% | 15.77% | -0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.09% | 14.98% | -0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.31% | 15.94% | +0.37% |