AWSHX vs. DFIEX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class A (AWSHX) and DFA International Core Equity Portfolio I (DFIEX).
AWSHX is managed by American Funds. It was launched on Jul 31, 1952. DFIEX is managed by Dimensional. It was launched on Sep 15, 2005.
Performance
AWSHX vs. DFIEX - Performance Comparison
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AWSHX vs. DFIEX - 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% |
DFIEX DFA International Core Equity Portfolio I | 2.80% | 36.18% | 3.99% | 17.50% | -13.51% | 13.85% | 7.73% | 21.70% | -17.41% | 28.04% |
Returns By Period
In the year-to-date period, AWSHX achieves a -3.17% return, which is significantly lower than DFIEX's 2.80% return. Over the past 10 years, AWSHX has outperformed DFIEX with an annualized return of 12.07%, while DFIEX has yielded a comparatively lower 9.64% 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%
DFIEX
- 1D
- 3.02%
- 1M
- -6.42%
- YTD
- 2.80%
- 6M
- 8.00%
- 1Y
- 30.46%
- 3Y*
- 16.74%
- 5Y*
- 9.40%
- 10Y*
- 9.64%
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AWSHX vs. DFIEX - Expense Ratio Comparison
AWSHX has a 0.58% expense ratio, which is higher than DFIEX's 0.24% expense ratio.
Return for Risk
AWSHX vs. DFIEX — Risk / Return Rank
AWSHX
DFIEX
AWSHX vs. DFIEX - 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 DFA International Core Equity Portfolio I (DFIEX). 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 | DFIEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.95 | -1.09 |
Sortino ratioReturn per unit of downside risk | 1.34 | 2.55 | -1.21 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.39 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 2.57 | -1.23 |
Martin ratioReturn relative to average drawdown | 6.00 | 10.07 | -4.07 |
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 | DFIEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.95 | -1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.60 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.59 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.35 | +0.27 |
Correlation
The correlation between AWSHX and DFIEX 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. DFIEX - Dividend Comparison
AWSHX's dividend yield for the trailing twelve months is around 10.44%, more than DFIEX's 3.14% 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% |
DFIEX DFA International Core Equity Portfolio I | 3.14% | 3.22% | 3.42% | 3.36% | 2.88% | 2.98% | 1.77% | 2.90% | 2.95% | 2.49% | 2.76% | 4.20% |
Drawdowns
AWSHX vs. DFIEX - Drawdown Comparison
The maximum AWSHX drawdown since its inception was -53.95%, smaller than the maximum DFIEX drawdown of -62.22%. Use the drawdown chart below to compare losses from any high point for AWSHX and DFIEX.
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Drawdown Indicators
| AWSHX | DFIEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.95% | -62.22% | +8.27% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -11.01% | +0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -18.64% | -28.66% | +10.02% |
Max Drawdown (10Y)Largest decline over 10 years | -34.65% | -41.04% | +6.39% |
Current DrawdownCurrent decline from peak | -6.35% | -7.75% | +1.40% |
Average DrawdownAverage peak-to-trough decline | -6.43% | -12.26% | +5.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 2.81% | -0.49% |
Volatility
AWSHX vs. DFIEX - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class A (AWSHX) is 4.41%, while DFA International Core Equity Portfolio I (DFIEX) has a volatility of 7.09%. This indicates that AWSHX experiences smaller price fluctuations and is considered to be less risky than DFIEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AWSHX | DFIEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 7.09% | -2.68% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 10.45% | -2.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 15.90% | -0.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.12% | 15.65% | -1.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 16.35% | -0.02% |