CMNWX vs. AWSHX
Compare and contrast key facts about Principal Capital Appreciation Fund (CMNWX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
CMNWX is managed by Principal. It was launched on Nov 24, 1986. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
CMNWX vs. AWSHX - Performance Comparison
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CMNWX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CMNWX Principal Capital Appreciation Fund | -6.68% | 13.27% | 32.14% | 25.01% | -16.37% | 27.45% | 18.36% | 32.21% | -4.12% | 20.64% |
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% |
Returns By Period
In the year-to-date period, CMNWX achieves a -6.68% return, which is significantly lower than AWSHX's -5.27% return. Over the past 10 years, CMNWX has outperformed AWSHX with an annualized return of 13.74%, while AWSHX has yielded a comparatively lower 11.82% annualized return.
CMNWX
- 1D
- -0.67%
- 1M
- -7.99%
- YTD
- -6.68%
- 6M
- -5.57%
- 1Y
- 12.09%
- 3Y*
- 18.16%
- 5Y*
- 12.23%
- 10Y*
- 13.74%
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%
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CMNWX vs. AWSHX - Expense Ratio Comparison
CMNWX has a 0.80% expense ratio, which is higher than AWSHX's 0.58% expense ratio.
Return for Risk
CMNWX vs. AWSHX — Risk / Return Rank
CMNWX
AWSHX
CMNWX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Capital Appreciation Fund (CMNWX) 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.
| CMNWX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 0.76 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.19 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.17 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 0.96 | -0.05 |
Martin ratioReturn relative to average drawdown | 4.36 | 4.37 | -0.01 |
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
| CMNWX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 0.76 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.78 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.73 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.62 | +0.07 |
Correlation
The correlation between CMNWX and AWSHX is 0.87, 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
CMNWX vs. AWSHX - Dividend Comparison
CMNWX's dividend yield for the trailing twelve months is around 9.38%, less than AWSHX's 10.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMNWX Principal Capital Appreciation Fund | 9.38% | 8.75% | 10.03% | 0.71% | 0.69% | 9.52% | 5.33% | 8.37% | 46.60% | 7.72% | 10.32% | 5.42% |
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% |
Drawdowns
CMNWX vs. AWSHX - Drawdown Comparison
The maximum CMNWX drawdown since its inception was -50.43%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for CMNWX and AWSHX.
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Drawdown Indicators
| CMNWX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.43% | -53.95% | +3.52% |
Max Drawdown (1Y)Largest decline over 1 year | -11.50% | -10.37% | -1.13% |
Max Drawdown (5Y)Largest decline over 5 years | -23.35% | -18.64% | -4.71% |
Max Drawdown (10Y)Largest decline over 10 years | -33.26% | -34.65% | +1.39% |
Current DrawdownCurrent decline from peak | -8.91% | -8.37% | -0.54% |
Average DrawdownAverage peak-to-trough decline | -6.99% | -6.43% | -0.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 2.29% | +0.12% |
Volatility
CMNWX vs. AWSHX - Volatility Comparison
Principal Capital Appreciation Fund (CMNWX) has a higher volatility of 4.58% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 3.58%. This indicates that CMNWX's price experiences larger fluctuations and is considered to be riskier 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
| CMNWX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 3.58% | +1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 9.55% | 7.98% | +1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.32% | 15.18% | +2.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.76% | 14.09% | +2.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.14% | 16.31% | +0.83% |