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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMNWX or AWSHX.
Correlation
The correlation between CMNWX and AWSHX is 0.81, 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.
Performance
CMNWX vs. AWSHX - Performance Comparison
Key characteristics
CMNWX:
1.66
AWSHX:
1.30
CMNWX:
2.16
AWSHX:
1.71
CMNWX:
1.31
AWSHX:
1.26
CMNWX:
2.63
AWSHX:
1.89
CMNWX:
10.80
AWSHX:
8.66
CMNWX:
2.09%
AWSHX:
1.79%
CMNWX:
13.69%
AWSHX:
11.89%
CMNWX:
-57.43%
AWSHX:
-53.26%
CMNWX:
-7.01%
AWSHX:
-6.41%
Returns By Period
In the year-to-date period, CMNWX achieves a 22.06% return, which is significantly higher than AWSHX's 14.67% return. Over the past 10 years, CMNWX has underperformed AWSHX with an annualized return of 4.23%, while AWSHX has yielded a comparatively higher 10.46% annualized return.
CMNWX
22.06%
-5.09%
4.86%
22.57%
11.08%
4.23%
AWSHX
14.67%
-5.11%
2.56%
15.31%
10.58%
10.46%
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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.
Risk-Adjusted Performance
CMNWX vs. AWSHX - Risk-Adjusted Performance 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.
Dividends
CMNWX vs. AWSHX - Dividend Comparison
CMNWX's dividend yield for the trailing twelve months is around 0.58%, less than AWSHX's 0.99% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMNWX Principal Capital Appreciation Fund | 0.58% | 0.71% | 0.69% | 0.43% | 0.78% | 0.93% | 1.62% | 1.01% | 1.07% | 1.19% | 0.92% | 0.76% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 0.99% | 1.67% | 1.95% | 1.41% | 1.73% | 1.83% | 2.09% | 1.87% | 1.92% | 2.11% | 2.04% | 4.96% |
Drawdowns
CMNWX vs. AWSHX - Drawdown Comparison
The maximum CMNWX drawdown since its inception was -57.43%, which is greater than AWSHX's maximum drawdown of -53.26%. Use the drawdown chart below to compare losses from any high point for CMNWX and AWSHX. For additional features, visit the drawdowns tool.
Volatility
CMNWX vs. AWSHX - Volatility Comparison
Principal Capital Appreciation Fund (CMNWX) and American Funds Washington Mutual Investors Fund Class A (AWSHX) have volatilities of 6.35% and 6.34%, 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.