AWSHX vs. FASMX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class A (AWSHX) and Fidelity Asset Manager 50% Fund (FASMX).
AWSHX is managed by American Funds. It was launched on Jul 31, 1952. FASMX is managed by BlackRock. It was launched on Dec 28, 1988.
Performance
AWSHX vs. FASMX - Performance Comparison
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AWSHX vs. FASMX - 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% |
FASMX Fidelity Asset Manager 50% Fund | -2.02% | 14.94% | 8.46% | 13.09% | -14.93% | 9.86% | 14.72% | 18.25% | -5.51% | 11.73% |
Returns By Period
In the year-to-date period, AWSHX achieves a -5.27% return, which is significantly lower than FASMX's -2.02% return. Over the past 10 years, AWSHX has outperformed FASMX with an annualized return of 11.82%, while FASMX has yielded a comparatively lower 6.84% 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%
FASMX
- 1D
- -0.09%
- 1M
- -5.86%
- YTD
- -2.02%
- 6M
- 0.38%
- 1Y
- 12.51%
- 3Y*
- 9.57%
- 5Y*
- 4.94%
- 10Y*
- 6.84%
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AWSHX vs. FASMX - Expense Ratio Comparison
AWSHX has a 0.58% expense ratio, which is lower than FASMX's 0.62% expense ratio.
Return for Risk
AWSHX vs. FASMX — Risk / Return Rank
AWSHX
FASMX
AWSHX vs. FASMX - 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 Fidelity Asset Manager 50% Fund (FASMX). 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 | FASMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 1.32 | -0.56 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.87 | -0.68 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.27 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 1.71 | -0.75 |
Martin ratioReturn relative to average drawdown | 4.37 | 7.35 | -2.98 |
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 | FASMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 1.32 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.54 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.74 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.82 | -0.21 |
Correlation
The correlation between AWSHX and FASMX is 0.87, 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. FASMX - Dividend Comparison
AWSHX's dividend yield for the trailing twelve months is around 10.67%, more than FASMX's 7.74% 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% |
FASMX Fidelity Asset Manager 50% Fund | 7.74% | 7.58% | 3.88% | 2.18% | 6.78% | 2.91% | 2.40% | 4.21% | 5.11% | 2.24% | 1.69% | 5.77% |
Drawdowns
AWSHX vs. FASMX - Drawdown Comparison
The maximum AWSHX drawdown since its inception was -53.95%, which is greater than FASMX's maximum drawdown of -37.75%. Use the drawdown chart below to compare losses from any high point for AWSHX and FASMX.
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Drawdown Indicators
| AWSHX | FASMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.95% | -37.75% | -16.20% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -6.84% | -3.53% |
Max Drawdown (5Y)Largest decline over 5 years | -18.64% | -20.54% | +1.90% |
Max Drawdown (10Y)Largest decline over 10 years | -34.65% | -21.27% | -13.38% |
Current DrawdownCurrent decline from peak | -8.37% | -6.19% | -2.18% |
Average DrawdownAverage peak-to-trough decline | -6.43% | -4.13% | -2.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 1.59% | +0.70% |
Volatility
AWSHX vs. FASMX - Volatility Comparison
American Funds Washington Mutual Investors Fund Class A (AWSHX) and Fidelity Asset Manager 50% Fund (FASMX) have volatilities of 3.58% and 3.59%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AWSHX | FASMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 3.59% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 5.90% | +2.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.18% | 9.51% | +5.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.09% | 9.21% | +4.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.31% | 9.24% | +7.07% |