GAIOX vs. WSHFX
Compare and contrast key facts about American Funds Growth and Income Portfolio (GAIOX) and American Funds Washington Mutual Investors Fund Class F-1 (WSHFX).
GAIOX is managed by American Funds. It was launched on May 18, 2012. WSHFX is managed by American Funds. It was launched on Aug 5, 2008.
Performance
GAIOX vs. WSHFX - Performance Comparison
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GAIOX vs. WSHFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GAIOX American Funds Growth and Income Portfolio | -4.74% | 17.92% | 14.54% | 18.77% | -15.88% | 16.31% | 16.35% | 21.90% | -5.91% | 19.13% |
WSHFX American Funds Washington Mutual Investors Fund Class F-1 | -5.29% | 17.13% | 18.94% | 17.15% | -8.50% | 28.36% | 7.62% | 24.82% | -6.27% | 19.91% |
Returns By Period
In the year-to-date period, GAIOX achieves a -4.74% return, which is significantly higher than WSHFX's -5.29% return. Over the past 10 years, GAIOX has underperformed WSHFX with an annualized return of 9.66%, while WSHFX has yielded a comparatively higher 11.74% annualized return.
GAIOX
- 1D
- -0.20%
- 1M
- -7.99%
- YTD
- -4.74%
- 6M
- -2.22%
- 1Y
- 13.39%
- 3Y*
- 13.37%
- 5Y*
- 7.53%
- 10Y*
- 9.66%
WSHFX
- 1D
- -0.03%
- 1M
- -7.90%
- YTD
- -5.29%
- 6M
- -3.17%
- 1Y
- 10.62%
- 3Y*
- 15.21%
- 5Y*
- 10.84%
- 10Y*
- 11.74%
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GAIOX vs. WSHFX - Expense Ratio Comparison
GAIOX has a 0.66% expense ratio, which is higher than WSHFX's 0.64% expense ratio.
Return for Risk
GAIOX vs. WSHFX — Risk / Return Rank
GAIOX
WSHFX
GAIOX vs. WSHFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth and Income Portfolio (GAIOX) and American Funds Washington Mutual Investors Fund Class F-1 (WSHFX). 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.
| GAIOX | WSHFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.76 | +0.31 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.19 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.17 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 0.96 | +0.41 |
Martin ratioReturn relative to average drawdown | 6.01 | 4.33 | +1.68 |
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
| GAIOX | WSHFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.76 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.77 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.72 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.48 | +0.32 |
Correlation
The correlation between GAIOX and WSHFX is 0.93, 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
GAIOX vs. WSHFX - Dividend Comparison
GAIOX's dividend yield for the trailing twelve months is around 5.77%, less than WSHFX's 10.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GAIOX American Funds Growth and Income Portfolio | 5.77% | 5.50% | 4.81% | 2.81% | 6.45% | 5.13% | 4.00% | 5.51% | 6.10% | 3.45% | 4.39% | 4.60% |
WSHFX American Funds Washington Mutual Investors Fund Class F-1 | 10.67% | 10.08% | 10.05% | 6.11% | 6.28% | 6.01% | 3.02% | 6.17% | 4.28% | 7.19% | 6.32% | 6.18% |
Drawdowns
GAIOX vs. WSHFX - Drawdown Comparison
The maximum GAIOX drawdown since its inception was -26.55%, smaller than the maximum WSHFX drawdown of -53.94%. Use the drawdown chart below to compare losses from any high point for GAIOX and WSHFX.
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Drawdown Indicators
| GAIOX | WSHFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.55% | -53.94% | +27.39% |
Max Drawdown (1Y)Largest decline over 1 year | -8.83% | -10.36% | +1.53% |
Max Drawdown (5Y)Largest decline over 5 years | -23.11% | -18.69% | -4.42% |
Max Drawdown (10Y)Largest decline over 10 years | -26.55% | -34.67% | +8.12% |
Current DrawdownCurrent decline from peak | -8.32% | -8.38% | +0.06% |
Average DrawdownAverage peak-to-trough decline | -3.47% | -7.38% | +3.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 2.29% | -0.28% |
Volatility
GAIOX vs. WSHFX - Volatility Comparison
American Funds Growth and Income Portfolio (GAIOX) has a higher volatility of 3.98% compared to American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) at 3.58%. This indicates that GAIOX's price experiences larger fluctuations and is considered to be riskier than WSHFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GAIOX | WSHFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 3.58% | +0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 7.59% | 7.98% | -0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.66% | 15.18% | -2.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.49% | 14.10% | -1.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.12% | 16.32% | -3.20% |