CWGIX vs. AWSHX
Compare and contrast key facts about American Funds Capital World Growth and Income Fund Class A (CWGIX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
CWGIX is managed by American Funds. It was launched on Mar 26, 1993. 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: CWGIX or AWSHX.
Key characteristics
| CWGIX | AWSHX | |
|---|---|---|
| YTD Return | 13.69% | 17.05% |
| 1Y Return | 24.97% | 27.73% |
| 3Y Return (Ann) | 4.48% | 9.09% |
| 5Y Return (Ann) | 9.51% | 11.98% |
| 10Y Return (Ann) | 8.07% | 11.00% |
| Sharpe Ratio | 2.25 | 2.77 |
| Sortino Ratio | 3.09 | 3.79 |
| Omega Ratio | 1.42 | 1.52 |
| Calmar Ratio | 2.60 | 5.07 |
| Martin Ratio | 14.14 | 18.66 |
| Ulcer Index | 1.85% | 1.54% |
| Daily Std Dev | 11.58% | 10.35% |
| Max Drawdown | -53.59% | -53.26% |
| Current Drawdown | -2.99% | -3.37% |
Correlation
The correlation between CWGIX and AWSHX is 0.78, 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
CWGIX vs. AWSHX - Performance Comparison
In the year-to-date period, CWGIX achieves a 13.69% return, which is significantly lower than AWSHX's 17.05% return. Over the past 10 years, CWGIX has underperformed AWSHX with an annualized return of 8.07%, while AWSHX has yielded a comparatively higher 11.00% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CWGIX vs. AWSHX - Expense Ratio Comparison
CWGIX has a 0.75% expense ratio, which is higher than AWSHX's 0.58% expense ratio.
Risk-Adjusted Performance
CWGIX vs. AWSHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Capital World Growth and Income Fund Class A (CWGIX) 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
CWGIX vs. AWSHX - Dividend Comparison
CWGIX's dividend yield for the trailing twelve months is around 3.04%, less than AWSHX's 7.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CWGIX American Funds Capital World Growth and Income Fund Class A | 3.04% | 3.42% | 2.09% | 6.82% | 1.23% | 2.44% | 7.38% | 6.70% | 5.23% | 4.02% | 2.24% | 2.19% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 7.80% | 6.14% | 6.31% | 3.23% | 3.06% | 6.76% | 8.09% | 7.40% | 6.36% | 6.22% | 7.00% | 4.96% |
Drawdowns
CWGIX vs. AWSHX - Drawdown Comparison
The maximum CWGIX drawdown since its inception was -53.59%, roughly equal to the maximum AWSHX drawdown of -53.26%. Use the drawdown chart below to compare losses from any high point for CWGIX and AWSHX. For additional features, visit the drawdowns tool.
Volatility
CWGIX vs. AWSHX - Volatility Comparison
American Funds Capital World Growth and Income Fund Class A (CWGIX) and American Funds Washington Mutual Investors Fund Class A (AWSHX) have volatilities of 2.64% and 2.67%, 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.