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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AWSHX or CWGIX.
Key characteristics
| AWSHX | CWGIX | |
|---|---|---|
| YTD Return | 5.53% | 6.37% |
| 1Y Return | 23.00% | 21.35% |
| 3Y Return (Ann) | 7.46% | 4.36% |
| 5Y Return (Ann) | 10.93% | 8.84% |
| 10Y Return (Ann) | 10.68% | 7.60% |
| Sharpe Ratio | 2.18 | 1.86 |
| Daily Std Dev | 10.13% | 11.17% |
| Max Drawdown | -53.26% | -53.59% |
| Current Drawdown | -3.31% | -1.76% |
Correlation
The correlation between AWSHX and CWGIX is 0.78, 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. CWGIX - Performance Comparison
In the year-to-date period, AWSHX achieves a 5.53% return, which is significantly lower than CWGIX's 6.37% return. Over the past 10 years, AWSHX has outperformed CWGIX with an annualized return of 10.68%, while CWGIX has yielded a comparatively lower 7.60% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AWSHX vs. CWGIX - Expense Ratio Comparison
AWSHX has a 0.58% expense ratio, which is lower than CWGIX's 0.75% expense ratio.
Risk-Adjusted Performance
AWSHX vs. CWGIX - 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 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.
Dividends
AWSHX vs. CWGIX - Dividend Comparison
AWSHX's dividend yield for the trailing twelve months is around 5.83%, more than CWGIX's 3.22% 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% |
CWGIX American Funds Capital World Growth and Income Fund Class A | 3.22% | 3.42% | 2.09% | 6.82% | 1.23% | 2.44% | 7.38% | 6.70% | 5.23% | 4.02% | 2.24% | 2.19% |
Drawdowns
AWSHX vs. CWGIX - Drawdown Comparison
The maximum AWSHX drawdown since its inception was -53.26%, roughly equal to the maximum CWGIX drawdown of -53.59%. Use the drawdown chart below to compare losses from any high point for AWSHX and CWGIX. For additional features, visit the drawdowns tool.
Volatility
AWSHX vs. CWGIX - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class A (AWSHX) is 3.32%, while American Funds Capital World Growth and Income Fund Class A (CWGIX) has a volatility of 3.68%. 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.