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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GSPKX or AWSHX.
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.
Performance
GSPKX vs. AWSHX - Performance Comparison
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Key characteristics
GSPKX:
0.35
AWSHX:
0.23
GSPKX:
0.59
AWSHX:
0.42
GSPKX:
1.10
AWSHX:
1.06
GSPKX:
0.31
AWSHX:
0.24
GSPKX:
1.03
AWSHX:
0.86
GSPKX:
6.20%
AWSHX:
4.45%
GSPKX:
18.74%
AWSHX:
17.49%
GSPKX:
-55.29%
AWSHX:
-53.16%
GSPKX:
-6.49%
AWSHX:
-2.54%
Returns By Period
In the year-to-date period, GSPKX achieves a 0.56% return, which is significantly lower than AWSHX's 4.52% return. Over the past 10 years, GSPKX has underperformed AWSHX with an annualized return of 5.25%, while AWSHX has yielded a comparatively higher 6.31% annualized return.
GSPKX
0.56%
11.30%
-4.25%
6.43%
8.44%
8.55%
5.25%
AWSHX
4.52%
9.62%
0.15%
3.92%
7.74%
10.42%
6.31%
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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.
Risk-Adjusted Performance
GSPKX vs. AWSHX — Risk-Adjusted Performance Rank
GSPKX
AWSHX
GSPKX vs. AWSHX - Risk-Adjusted Performance 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.
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Dividends
GSPKX vs. AWSHX - Dividend Comparison
GSPKX's dividend yield for the trailing twelve months is around 1.29%, less than AWSHX's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSPKX Goldman Sachs U.S. Equity Dividend and Premium Fund | 1.29% | 1.28% | 1.55% | 1.69% | 1.27% | 1.67% | 1.97% | 2.32% | 1.86% | 1.92% | 2.14% | 1.90% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 1.35% | 1.40% | 1.67% | 1.95% | 1.41% | 1.73% | 1.83% | 2.09% | 1.87% | 1.92% | 2.12% | 2.05% |
Drawdowns
GSPKX vs. AWSHX - Drawdown Comparison
The maximum GSPKX drawdown since its inception was -55.29%, roughly equal to the maximum AWSHX drawdown of -53.16%. Use the drawdown chart below to compare losses from any high point for GSPKX and AWSHX. For additional features, visit the drawdowns tool.
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Volatility
GSPKX vs. AWSHX - Volatility Comparison
Goldman Sachs U.S. Equity Dividend and Premium Fund (GSPKX) has a higher volatility of 5.26% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 4.40%. 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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