FWMIX vs. RLBGX
Compare and contrast key facts about American Funds Washington Mutual F3 (FWMIX) and American Funds American Balanced Fund Class R-6 (RLBGX).
FWMIX is an actively managed fund by American Funds. It was launched on Jan 27, 2017. RLBGX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
FWMIX vs. RLBGX - Performance Comparison
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FWMIX vs. RLBGX - 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% |
RLBGX American Funds American Balanced Fund Class R-6 | -1.07% | 18.83% | 15.35% | 13.92% | -11.85% | 16.10% | 11.20% | 18.95% | -3.07% | 13.01% |
Returns By Period
In the year-to-date period, FWMIX achieves a -3.10% return, which is significantly lower than RLBGX's -1.07% return.
FWMIX
- 1D
- 2.21%
- 1M
- -5.84%
- YTD
- -3.10%
- 6M
- -1.26%
- 1Y
- 13.29%
- 3Y*
- 16.47%
- 5Y*
- 11.52%
- 10Y*
- —
RLBGX
- 1D
- 1.76%
- 1M
- -4.85%
- YTD
- -1.07%
- 6M
- 2.20%
- 1Y
- 17.26%
- 3Y*
- 14.51%
- 5Y*
- 8.58%
- 10Y*
- 9.52%
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FWMIX vs. RLBGX - Expense Ratio Comparison
FWMIX has a 0.26% expense ratio, which is higher than RLBGX's 0.25% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FWMIX vs. RLBGX — Risk / Return Rank
FWMIX
RLBGX
FWMIX vs. RLBGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Washington Mutual F3 (FWMIX) and American Funds American Balanced Fund Class R-6 (RLBGX). 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 | RLBGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.59 | -0.71 |
Sortino ratioReturn per unit of downside risk | 1.37 | 2.33 | -0.97 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.33 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 2.48 | -1.10 |
Martin ratioReturn relative to average drawdown | 6.16 | 10.39 | -4.23 |
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 | RLBGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.59 | -0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.83 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.90 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.92 | -0.20 |
Correlation
The correlation between FWMIX and RLBGX 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
FWMIX vs. RLBGX - Dividend Comparison
FWMIX's dividend yield for the trailing twelve months is around 10.76%, more than RLBGX's 8.69% 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% |
RLBGX American Funds American Balanced Fund Class R-6 | 8.69% | 8.56% | 7.50% | 2.27% | 2.63% | 4.59% | 4.65% | 3.78% | 5.81% | 4.92% | 4.54% | 5.91% |
Drawdowns
FWMIX vs. RLBGX - Drawdown Comparison
The maximum FWMIX drawdown since its inception was -34.65%, which is greater than RLBGX's maximum drawdown of -22.33%. Use the drawdown chart below to compare losses from any high point for FWMIX and RLBGX.
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Drawdown Indicators
| FWMIX | RLBGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.65% | -22.33% | -12.32% |
Max Drawdown (1Y)Largest decline over 1 year | -10.38% | -7.33% | -3.05% |
Max Drawdown (5Y)Largest decline over 5 years | -18.46% | -18.59% | +0.13% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.33% | — |
Current DrawdownCurrent decline from peak | -6.31% | -5.34% | -0.97% |
Average DrawdownAverage peak-to-trough decline | -3.70% | -2.48% | -1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 1.75% | +0.57% |
Volatility
FWMIX vs. RLBGX - Volatility Comparison
American Funds Washington Mutual F3 (FWMIX) has a higher volatility of 4.41% compared to American Funds American Balanced Fund Class R-6 (RLBGX) at 3.86%. This indicates that FWMIX's price experiences larger fluctuations and is considered to be riskier than RLBGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FWMIX | RLBGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 3.86% | +0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 6.95% | +1.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 11.19% | +4.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 10.45% | +3.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.81% | 10.63% | +6.18% |