FINFX vs. AWSHX
Compare and contrast key facts about American Funds Fundamental Investors® Class F-2 (FINFX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
FINFX is managed by American Funds. It was launched on Aug 1, 1978. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
FINFX vs. AWSHX - Performance Comparison
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FINFX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FINFX American Funds Fundamental Investors® Class F-2 | -6.09% | 24.44% | 22.98% | 26.14% | -16.47% | 22.68% | 15.16% | 27.34% | -7.96% | 23.00% |
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, FINFX achieves a -6.09% return, which is significantly lower than AWSHX's -5.27% return. Over the past 10 years, FINFX has outperformed AWSHX with an annualized return of 13.15%, while AWSHX has yielded a comparatively lower 11.82% annualized return.
FINFX
- 1D
- -0.64%
- 1M
- -9.88%
- YTD
- -6.09%
- 6M
- -2.00%
- 1Y
- 20.68%
- 3Y*
- 19.59%
- 5Y*
- 11.80%
- 10Y*
- 13.15%
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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FINFX vs. AWSHX - Expense Ratio Comparison
FINFX has a 0.39% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Return for Risk
FINFX vs. AWSHX — Risk / Return Rank
FINFX
AWSHX
FINFX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors® Class F-2 (FINFX) 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.
| FINFX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 0.76 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.19 | +0.57 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.17 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 0.96 | +0.66 |
Martin ratioReturn relative to average drawdown | 7.29 | 4.37 | +2.92 |
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
| FINFX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 0.76 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.78 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.73 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.62 | -0.06 |
Correlation
The correlation between FINFX and AWSHX is 0.95, 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
FINFX vs. AWSHX - Dividend Comparison
FINFX's dividend yield for the trailing twelve months is around 9.32%, less than AWSHX's 10.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINFX American Funds Fundamental Investors® Class F-2 | 9.32% | 8.73% | 9.11% | 6.01% | 5.21% | 11.19% | 2.81% | 7.11% | 9.54% | 7.46% | 4.91% | 6.29% |
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
FINFX vs. AWSHX - Drawdown Comparison
The maximum FINFX drawdown since its inception was -46.54%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for FINFX and AWSHX.
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Drawdown Indicators
| FINFX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.54% | -53.95% | +7.41% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -10.37% | -0.99% |
Max Drawdown (5Y)Largest decline over 5 years | -24.95% | -18.64% | -6.31% |
Max Drawdown (10Y)Largest decline over 10 years | -33.91% | -34.65% | +0.74% |
Current DrawdownCurrent decline from peak | -10.64% | -8.37% | -2.27% |
Average DrawdownAverage peak-to-trough decline | -6.04% | -6.43% | +0.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.29% | +0.24% |
Volatility
FINFX vs. AWSHX - Volatility Comparison
American Funds Fundamental Investors® Class F-2 (FINFX) has a higher volatility of 4.98% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 3.58%. This indicates that FINFX'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
| FINFX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 3.58% | +1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 10.65% | 7.98% | +2.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.95% | 15.18% | +2.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.67% | 14.09% | +2.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.65% | 16.31% | +1.34% |