AWSHX vs. FUNFX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class A (AWSHX) and American Funds Fundamental Investors® Class F-3 (FUNFX).
AWSHX is managed by American Funds. It was launched on Jul 31, 1952. FUNFX is managed by American Funds. It was launched on Aug 1, 2008.
Performance
AWSHX vs. FUNFX - Performance Comparison
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AWSHX vs. FUNFX - 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% | 18.76% |
FUNFX American Funds Fundamental Investors® Class F-3 | -6.06% | 24.57% | 23.13% | 26.25% | -16.38% | 22.81% | 15.28% | 27.47% | -7.87% | 19.59% |
Returns By Period
In the year-to-date period, AWSHX achieves a -5.27% return, which is significantly higher than FUNFX's -6.06% 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%
FUNFX
- 1D
- -0.62%
- 1M
- -9.87%
- YTD
- -6.06%
- 6M
- -1.95%
- 1Y
- 20.82%
- 3Y*
- 19.72%
- 5Y*
- 11.92%
- 10Y*
- —
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AWSHX vs. FUNFX - Expense Ratio Comparison
AWSHX has a 0.58% expense ratio, which is higher than FUNFX's 0.28% expense ratio.
Return for Risk
AWSHX vs. FUNFX — Risk / Return Rank
AWSHX
FUNFX
AWSHX vs. FUNFX - 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 Fundamental Investors® Class F-3 (FUNFX). 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 | FUNFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 1.18 | -0.41 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.78 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.25 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 1.64 | -0.67 |
Martin ratioReturn relative to average drawdown | 4.37 | 7.35 | -2.99 |
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 | FUNFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 1.18 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.72 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.71 | -0.09 |
Correlation
The correlation between AWSHX and FUNFX is 0.94, 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. FUNFX - Dividend Comparison
AWSHX's dividend yield for the trailing twelve months is around 10.67%, more than FUNFX's 9.43% 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% |
FUNFX American Funds Fundamental Investors® Class F-3 | 9.43% | 8.83% | 9.21% | 6.10% | 5.33% | 11.29% | 2.90% | 7.21% | 9.65% | 7.57% | 0.00% | 0.00% |
Drawdowns
AWSHX vs. FUNFX - Drawdown Comparison
The maximum AWSHX drawdown since its inception was -53.95%, which is greater than FUNFX's maximum drawdown of -33.92%. Use the drawdown chart below to compare losses from any high point for AWSHX and FUNFX.
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Drawdown Indicators
| AWSHX | FUNFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.95% | -33.92% | -20.03% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -11.36% | +0.99% |
Max Drawdown (5Y)Largest decline over 5 years | -18.64% | -24.88% | +6.24% |
Max Drawdown (10Y)Largest decline over 10 years | -34.65% | — | — |
Current DrawdownCurrent decline from peak | -8.37% | -10.62% | +2.25% |
Average DrawdownAverage peak-to-trough decline | -6.43% | -4.77% | -1.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 2.53% | -0.24% |
Volatility
AWSHX vs. FUNFX - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class A (AWSHX) is 3.58%, while American Funds Fundamental Investors® Class F-3 (FUNFX) has a volatility of 4.98%. This indicates that AWSHX experiences smaller price fluctuations and is considered to be less risky than FUNFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AWSHX | FUNFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 4.98% | -1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 10.64% | -2.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.18% | 17.95% | -2.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.09% | 16.67% | -2.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.31% | 18.15% | -1.84% |