AWSHX vs. POGSX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class A (AWSHX) and Pin Oak Equity (POGSX).
AWSHX is managed by American Funds. It was launched on Jul 31, 1952. POGSX is managed by Oak Associates. It was launched on Aug 3, 1992.
Performance
AWSHX vs. POGSX - Performance Comparison
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AWSHX vs. POGSX - 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% |
POGSX Pin Oak Equity | 8.02% | 27.41% | 18.99% | 27.16% | -25.10% | 21.42% | 10.60% | 27.72% | -6.15% | 15.14% |
Returns By Period
In the year-to-date period, AWSHX achieves a -3.17% return, which is significantly lower than POGSX's 8.02% return. Over the past 10 years, AWSHX has underperformed POGSX with an annualized return of 12.07%, while POGSX has yielded a comparatively higher 13.32% 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%
POGSX
- 1D
- 2.24%
- 1M
- -3.10%
- YTD
- 8.02%
- 6M
- 14.62%
- 1Y
- 36.09%
- 3Y*
- 26.34%
- 5Y*
- 11.39%
- 10Y*
- 13.32%
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AWSHX vs. POGSX - Expense Ratio Comparison
AWSHX has a 0.58% expense ratio, which is lower than POGSX's 0.91% expense ratio.
Return for Risk
AWSHX vs. POGSX — Risk / Return Rank
AWSHX
POGSX
AWSHX vs. POGSX - 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 Pin Oak Equity (POGSX). 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 | POGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.85 | -0.99 |
Sortino ratioReturn per unit of downside risk | 1.34 | 2.90 | -1.56 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.42 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 3.38 | -2.03 |
Martin ratioReturn relative to average drawdown | 6.00 | 13.83 | -7.83 |
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 | POGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.85 | -0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.64 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.72 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.30 | +0.32 |
Correlation
The correlation between AWSHX and POGSX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AWSHX vs. POGSX - Dividend Comparison
AWSHX's dividend yield for the trailing twelve months is around 10.44%, less than POGSX's 17.59% 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% |
POGSX Pin Oak Equity | 17.59% | 8.85% | 17.87% | 8.21% | 0.15% | 10.93% | 4.60% | 3.22% | 2.94% | 1.79% | 2.03% | 3.83% |
Drawdowns
AWSHX vs. POGSX - Drawdown Comparison
The maximum AWSHX drawdown since its inception was -53.95%, smaller than the maximum POGSX drawdown of -89.46%. Use the drawdown chart below to compare losses from any high point for AWSHX and POGSX.
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Drawdown Indicators
| AWSHX | POGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.95% | -89.46% | +35.51% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -10.96% | +0.59% |
Max Drawdown (5Y)Largest decline over 5 years | -18.64% | -29.81% | +11.17% |
Max Drawdown (10Y)Largest decline over 10 years | -34.65% | -33.05% | -1.60% |
Current DrawdownCurrent decline from peak | -6.35% | -5.97% | -0.38% |
Average DrawdownAverage peak-to-trough decline | -6.43% | -36.91% | +30.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 2.68% | -0.36% |
Volatility
AWSHX vs. POGSX - Volatility Comparison
American Funds Washington Mutual Investors Fund Class A (AWSHX) and Pin Oak Equity (POGSX) have volatilities of 4.41% and 4.50%, 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 | POGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 4.50% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 13.08% | -4.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 19.70% | -4.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.12% | 17.88% | -3.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 18.57% | -2.24% |