BLPAX vs. AWSHX
Compare and contrast key facts about American Funds Moderate Growth and Income Portfolio Class A (BLPAX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
BLPAX is managed by American Funds. It was launched on May 18, 2012. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
BLPAX vs. AWSHX - Performance Comparison
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BLPAX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BLPAX American Funds Moderate Growth and Income Portfolio Class A | -1.31% | 16.64% | 11.30% | 13.87% | -13.60% | 13.87% | 13.16% | 19.53% | -4.59% | 16.71% |
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% |
Returns By Period
In the year-to-date period, BLPAX achieves a -1.31% return, which is significantly higher than AWSHX's -3.17% return. Over the past 10 years, BLPAX has underperformed AWSHX with an annualized return of 8.49%, while AWSHX has yielded a comparatively higher 12.07% annualized return.
BLPAX
- 1D
- 1.82%
- 1M
- -5.12%
- YTD
- -1.31%
- 6M
- 1.05%
- 1Y
- 14.30%
- 3Y*
- 12.13%
- 5Y*
- 6.62%
- 10Y*
- 8.49%
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%
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BLPAX vs. AWSHX - Expense Ratio Comparison
BLPAX has a 0.66% expense ratio, which is higher than AWSHX's 0.58% expense ratio.
Return for Risk
BLPAX vs. AWSHX — Risk / Return Rank
BLPAX
AWSHX
BLPAX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Moderate Growth and Income Portfolio Class A (BLPAX) and American Funds Washington Mutual Investors Fund Class A (AWSHX). 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.
| BLPAX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 0.86 | +0.51 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.34 | +0.65 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.19 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.94 | 1.35 | +0.59 |
Martin ratioReturn relative to average drawdown | 8.24 | 6.00 | +2.24 |
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
| BLPAX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 0.86 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.80 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.74 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.62 | +0.24 |
Correlation
The correlation between BLPAX and AWSHX is 0.93, 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
BLPAX vs. AWSHX - Dividend Comparison
BLPAX's dividend yield for the trailing twelve months is around 5.91%, less than AWSHX's 10.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLPAX American Funds Moderate Growth and Income Portfolio Class A | 5.91% | 5.83% | 3.59% | 2.30% | 6.01% | 4.97% | 2.56% | 3.83% | 4.69% | 3.48% | 3.66% | 3.69% |
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% |
Drawdowns
BLPAX vs. AWSHX - Drawdown Comparison
The maximum BLPAX drawdown since its inception was -23.21%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for BLPAX and AWSHX.
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Drawdown Indicators
| BLPAX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.21% | -53.95% | +30.74% |
Max Drawdown (1Y)Largest decline over 1 year | -7.68% | -10.37% | +2.69% |
Max Drawdown (5Y)Largest decline over 5 years | -20.65% | -18.64% | -2.01% |
Max Drawdown (10Y)Largest decline over 10 years | -23.21% | -34.65% | +11.44% |
Current DrawdownCurrent decline from peak | -5.58% | -6.35% | +0.77% |
Average DrawdownAverage peak-to-trough decline | -2.94% | -6.43% | +3.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 2.32% | -0.52% |
Volatility
BLPAX vs. AWSHX - Volatility Comparison
The current volatility for American Funds Moderate Growth and Income Portfolio Class A (BLPAX) is 4.11%, while American Funds Washington Mutual Investors Fund Class A (AWSHX) has a volatility of 4.41%. This indicates that BLPAX experiences smaller price fluctuations and is considered to be less risky than AWSHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BLPAX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.11% | 4.41% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 6.67% | 8.28% | -1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.73% | 15.30% | -4.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.36% | 14.12% | -3.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.79% | 16.33% | -5.54% |