AWSHX vs. DQIRX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class A (AWSHX) and BNY Mellon Equity Income Fund (DQIRX).
AWSHX is managed by American Funds. It was launched on Jul 31, 1952. DQIRX is managed by Dreyfus. It was launched on Jul 5, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AWSHX or DQIRX.
Correlation
The correlation between AWSHX and DQIRX is 0.95, 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. DQIRX - Performance Comparison
Key characteristics
AWSHX:
0.12
DQIRX:
0.26
AWSHX:
0.28
DQIRX:
0.47
AWSHX:
1.04
DQIRX:
1.07
AWSHX:
0.13
DQIRX:
0.23
AWSHX:
0.50
DQIRX:
0.83
AWSHX:
4.16%
DQIRX:
5.83%
AWSHX:
17.35%
DQIRX:
18.74%
AWSHX:
-53.16%
DQIRX:
-51.52%
AWSHX:
-8.64%
DQIRX:
-13.39%
Returns By Period
In the year-to-date period, AWSHX achieves a -2.03% return, which is significantly higher than DQIRX's -6.48% return. Over the past 10 years, AWSHX has underperformed DQIRX with an annualized return of 5.66%, while DQIRX has yielded a comparatively higher 7.57% annualized return.
AWSHX
-2.03%
-3.81%
-6.04%
1.07%
9.81%
5.66%
DQIRX
-6.48%
-5.42%
-10.56%
3.50%
13.87%
7.57%
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AWSHX vs. DQIRX - Expense Ratio Comparison
AWSHX has a 0.58% expense ratio, which is lower than DQIRX's 0.78% expense ratio.
Risk-Adjusted Performance
AWSHX vs. DQIRX — Risk-Adjusted Performance Rank
AWSHX
DQIRX
AWSHX vs. DQIRX - 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 BNY Mellon Equity Income Fund (DQIRX). 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. DQIRX - Dividend Comparison
AWSHX's dividend yield for the trailing twelve months is around 1.44%, less than DQIRX's 1.82% 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% |
DQIRX BNY Mellon Equity Income Fund | 1.82% | 1.77% | 2.14% | 2.50% | 1.79% | 3.42% | 2.51% | 2.86% | 2.59% | 3.33% | 3.30% | 2.80% |
Drawdowns
AWSHX vs. DQIRX - Drawdown Comparison
The maximum AWSHX drawdown since its inception was -53.16%, roughly equal to the maximum DQIRX drawdown of -51.52%. Use the drawdown chart below to compare losses from any high point for AWSHX and DQIRX. For additional features, visit the drawdowns tool.
Volatility
AWSHX vs. DQIRX - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class A (AWSHX) is 11.90%, while BNY Mellon Equity Income Fund (DQIRX) has a volatility of 13.58%. This indicates that AWSHX experiences smaller price fluctuations and is considered to be less risky than DQIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.