AWSHX vs. RERGX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class A (AWSHX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
AWSHX is managed by American Funds. It was launched on Jul 31, 1952. RERGX is managed by American Funds.
Performance
AWSHX vs. RERGX - Performance Comparison
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AWSHX vs. RERGX - 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -5.45% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
Returns By Period
The year-to-date returns for both stocks are quite close, with AWSHX having a -5.27% return and RERGX slightly lower at -5.45%. Over the past 10 years, AWSHX has outperformed RERGX with an annualized return of 11.82%, while RERGX has yielded a comparatively lower 7.68% 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%
RERGX
- 1D
- -0.16%
- 1M
- -12.20%
- YTD
- -5.45%
- 6M
- -0.97%
- 1Y
- 19.17%
- 3Y*
- 10.00%
- 5Y*
- 3.13%
- 10Y*
- 7.68%
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AWSHX vs. RERGX - Expense Ratio Comparison
AWSHX has a 0.58% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Return for Risk
AWSHX vs. RERGX — Risk / Return Rank
AWSHX
RERGX
AWSHX vs. RERGX - 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 EuroPacific Growth Fund Class R-6 (RERGX). 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 | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 1.10 | -0.34 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.52 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.22 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 1.27 | -0.30 |
Martin ratioReturn relative to average drawdown | 4.37 | 4.87 | -0.51 |
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 | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 1.10 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.19 | +0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.46 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.37 | +0.25 |
Correlation
The correlation between AWSHX and RERGX is 0.77, 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. RERGX - Dividend Comparison
AWSHX's dividend yield for the trailing twelve months is around 10.67%, less than RERGX's 14.76% 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.76% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
AWSHX vs. RERGX - Drawdown Comparison
The maximum AWSHX drawdown since its inception was -53.95%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for AWSHX and RERGX.
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Drawdown Indicators
| AWSHX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.95% | -37.30% | -16.65% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -12.52% | +2.15% |
Max Drawdown (5Y)Largest decline over 5 years | -18.64% | -37.30% | +18.66% |
Max Drawdown (10Y)Largest decline over 10 years | -34.65% | -37.30% | +2.65% |
Current DrawdownCurrent decline from peak | -8.37% | -12.52% | +4.15% |
Average DrawdownAverage peak-to-trough decline | -6.43% | -9.28% | +2.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 3.25% | -0.96% |
Volatility
AWSHX vs. RERGX - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class A (AWSHX) is 3.58%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 6.59%. This indicates that AWSHX experiences smaller price fluctuations and is considered to be less risky than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AWSHX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 6.59% | -3.01% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 11.23% | -3.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.18% | 16.21% | -1.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.09% | 16.43% | -2.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.31% | 16.78% | -0.47% |