GSPKX vs. AWSHX
Compare and contrast key facts about Goldman Sachs U.S. Equity Dividend and Premium Fund (GSPKX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
GSPKX is managed by Goldman Sachs. It was launched on Aug 31, 2005. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
GSPKX vs. AWSHX - Performance Comparison
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GSPKX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GSPKX Goldman Sachs U.S. Equity Dividend and Premium Fund | -6.00% | 13.60% | 29.55% | 21.39% | -15.20% | 22.79% | 14.15% | 25.11% | -6.29% | 15.32% |
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, GSPKX achieves a -6.00% return, which is significantly lower than AWSHX's -5.27% return. Both investments have delivered pretty close results over the past 10 years, with GSPKX having a 11.41% annualized return and AWSHX not far ahead at 11.82%.
GSPKX
- 1D
- -0.35%
- 1M
- -6.83%
- YTD
- -6.00%
- 6M
- -3.01%
- 1Y
- 11.30%
- 3Y*
- 16.25%
- 5Y*
- 10.51%
- 10Y*
- 11.41%
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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GSPKX vs. AWSHX - Expense Ratio Comparison
GSPKX has a 0.71% expense ratio, which is higher than AWSHX's 0.58% expense ratio.
Return for Risk
GSPKX vs. AWSHX — Risk / Return Rank
GSPKX
AWSHX
GSPKX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs U.S. Equity Dividend and Premium Fund (GSPKX) 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.
| GSPKX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 0.76 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.15 | 1.19 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.17 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.73 | 0.96 | -0.24 |
Martin ratioReturn relative to average drawdown | 3.78 | 4.37 | -0.59 |
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
| GSPKX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.76 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.78 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.73 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.62 | -0.12 |
Correlation
The correlation between GSPKX 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
GSPKX vs. AWSHX - Dividend Comparison
GSPKX's dividend yield for the trailing twelve months is around 7.03%, less than AWSHX's 10.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSPKX Goldman Sachs U.S. Equity Dividend and Premium Fund | 7.03% | 6.32% | 12.77% | 6.48% | 6.33% | 6.01% | 7.19% | 6.86% | 7.95% | 6.13% | 5.63% | 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
GSPKX vs. AWSHX - Drawdown Comparison
The maximum GSPKX drawdown since its inception was -51.90%, roughly equal to the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for GSPKX and AWSHX.
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Drawdown Indicators
| GSPKX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.90% | -53.95% | +2.05% |
Max Drawdown (1Y)Largest decline over 1 year | -12.04% | -10.37% | -1.67% |
Max Drawdown (5Y)Largest decline over 5 years | -22.34% | -18.64% | -3.70% |
Max Drawdown (10Y)Largest decline over 10 years | -32.70% | -34.65% | +1.95% |
Current DrawdownCurrent decline from peak | -7.83% | -8.37% | +0.54% |
Average DrawdownAverage peak-to-trough decline | -6.04% | -6.43% | +0.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 2.29% | +0.15% |
Volatility
GSPKX vs. AWSHX - Volatility Comparison
Goldman Sachs U.S. Equity Dividend and Premium Fund (GSPKX) has a higher volatility of 3.95% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 3.58%. This indicates that GSPKX'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
| GSPKX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 3.58% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 7.66% | 7.98% | -0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.71% | 15.18% | +1.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.95% | 14.09% | +1.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.88% | 16.31% | +0.57% |