FWMIX vs. AWSHX
Compare and contrast key facts about American Funds Washington Mutual F3 (FWMIX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
FWMIX is an actively managed fund by American Funds. It was launched on Jan 27, 2017. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
FWMIX vs. AWSHX - Performance Comparison
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FWMIX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FWMIX American Funds Washington Mutual F3 | -3.10% | 17.55% | 19.35% | 17.58% | -8.17% | 28.85% | 8.01% | 25.14% | -5.90% | 19.05% |
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% | 18.76% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FWMIX having a -3.10% return and AWSHX slightly lower at -3.17%.
FWMIX
- 1D
- 2.21%
- 1M
- -5.84%
- YTD
- -3.10%
- 6M
- -1.26%
- 1Y
- 13.29%
- 3Y*
- 16.47%
- 5Y*
- 11.52%
- 10Y*
- —
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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FWMIX vs. AWSHX - Expense Ratio Comparison
FWMIX has a 0.26% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Return for Risk
FWMIX vs. AWSHX — Risk / Return Rank
FWMIX
AWSHX
FWMIX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Washington Mutual F3 (FWMIX) 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.
| FWMIX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 0.86 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.34 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.19 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.35 | +0.03 |
Martin ratioReturn relative to average drawdown | 6.16 | 6.00 | +0.16 |
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
| FWMIX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 0.86 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.80 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.62 | +0.11 |
Correlation
The correlation between FWMIX and AWSHX is 1.00, 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
FWMIX vs. AWSHX - Dividend Comparison
FWMIX's dividend yield for the trailing twelve months is around 10.76%, more than AWSHX's 10.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FWMIX American Funds Washington Mutual F3 | 10.76% | 10.38% | 10.37% | 6.43% | 6.64% | 6.34% | 3.35% | 6.40% | 4.67% | 7.54% | 0.00% | 0.00% |
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
FWMIX vs. AWSHX - Drawdown Comparison
The maximum FWMIX drawdown since its inception was -34.65%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for FWMIX and AWSHX.
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Drawdown Indicators
| FWMIX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.65% | -53.95% | +19.30% |
Max Drawdown (1Y)Largest decline over 1 year | -10.38% | -10.37% | -0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -18.46% | -18.64% | +0.18% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.65% | — |
Current DrawdownCurrent decline from peak | -6.31% | -6.35% | +0.04% |
Average DrawdownAverage peak-to-trough decline | -3.70% | -6.43% | +2.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 2.32% | 0.00% |
Volatility
FWMIX vs. AWSHX - Volatility Comparison
American Funds Washington Mutual F3 (FWMIX) and American Funds Washington Mutual Investors Fund Class A (AWSHX) have volatilities of 4.41% and 4.41%, 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.
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Volatility by Period
| FWMIX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 4.41% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 8.28% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 15.30% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 14.12% | +0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.81% | 16.33% | +0.48% |