AWSHX vs. RGAGX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class A (AWSHX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
AWSHX is managed by American Funds. It was launched on Jul 31, 1952. RGAGX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
AWSHX vs. RGAGX - Performance Comparison
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AWSHX vs. RGAGX - 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% |
RGAGX American Funds The Growth Fund of America Class R-6 | -7.99% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Returns By Period
In the year-to-date period, AWSHX achieves a -3.17% return, which is significantly higher than RGAGX's -7.99% return. Over the past 10 years, AWSHX has underperformed RGAGX with an annualized return of 12.07%, while RGAGX has yielded a comparatively higher 14.74% 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%
RGAGX
- 1D
- 3.55%
- 1M
- -6.32%
- YTD
- -7.99%
- 6M
- -7.03%
- 1Y
- 17.19%
- 3Y*
- 20.63%
- 5Y*
- 9.29%
- 10Y*
- 14.74%
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AWSHX vs. RGAGX - Expense Ratio Comparison
AWSHX has a 0.58% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Return for Risk
AWSHX vs. RGAGX — Risk / Return Rank
AWSHX
RGAGX
AWSHX vs. RGAGX - 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 The Growth Fund of America Class R-6 (RGAGX). 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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.86 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.37 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 1.29 | +0.05 |
Martin ratioReturn relative to average drawdown | 6.00 | 4.90 | +1.10 |
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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.86 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.46 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.75 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.80 | -0.18 |
Correlation
The correlation between AWSHX and RGAGX is 0.89, 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. RGAGX - Dividend Comparison
AWSHX's dividend yield for the trailing twelve months is around 10.44%, less than RGAGX's 11.95% 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% |
RGAGX American Funds The Growth Fund of America Class R-6 | 11.95% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Drawdowns
AWSHX vs. RGAGX - Drawdown Comparison
The maximum AWSHX drawdown since its inception was -53.95%, which is greater than RGAGX's maximum drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for AWSHX and RGAGX.
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Drawdown Indicators
| AWSHX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.95% | -36.19% | -17.76% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -13.71% | +3.34% |
Max Drawdown (5Y)Largest decline over 5 years | -18.64% | -36.19% | +17.55% |
Max Drawdown (10Y)Largest decline over 10 years | -34.65% | -36.19% | +1.54% |
Current DrawdownCurrent decline from peak | -6.35% | -10.64% | +4.29% |
Average DrawdownAverage peak-to-trough decline | -6.43% | -5.53% | -0.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 3.62% | -1.30% |
Volatility
AWSHX vs. RGAGX - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class A (AWSHX) is 4.41%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 6.74%. This indicates that AWSHX experiences smaller price fluctuations and is considered to be less risky than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AWSHX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 6.74% | -2.33% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 12.12% | -3.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 21.00% | -5.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.12% | 20.23% | -6.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 19.64% | -3.31% |