GWPFX vs. AWSHX
Compare and contrast key facts about American Funds Global Growth Fund Class R-6 (GWPFX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
GWPFX is managed by American Funds. It was launched on May 18, 2009. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
GWPFX vs. AWSHX - Performance Comparison
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GWPFX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GWPFX American Funds Global Growth Fund Class R-6 | -5.63% | 20.46% | 20.08% | 28.78% | -26.99% | 18.56% | 25.39% | 27.19% | -6.61% | 25.09% |
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% | 20.03% |
Returns By Period
In the year-to-date period, GWPFX achieves a -5.63% return, which is significantly lower than AWSHX's -3.17% return. Both investments have delivered pretty close results over the past 10 years, with GWPFX having a 11.85% annualized return and AWSHX not far ahead at 12.07%.
GWPFX
- 1D
- 3.37%
- 1M
- -6.88%
- YTD
- -5.63%
- 6M
- -3.29%
- 1Y
- 19.12%
- 3Y*
- 17.27%
- 5Y*
- 7.64%
- 10Y*
- 11.85%
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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GWPFX vs. AWSHX - Expense Ratio Comparison
GWPFX has a 0.47% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Return for Risk
GWPFX vs. AWSHX — Risk / Return Rank
GWPFX
AWSHX
GWPFX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Global Growth Fund Class R-6 (GWPFX) 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.
| GWPFX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.86 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.34 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.35 | +0.30 |
Martin ratioReturn relative to average drawdown | 6.67 | 6.00 | +0.66 |
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
| GWPFX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.86 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.80 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.74 | -0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.62 | -0.31 |
Correlation
The correlation between GWPFX and AWSHX is 0.90, 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
GWPFX vs. AWSHX - Dividend Comparison
GWPFX's dividend yield for the trailing twelve months is around 6.10%, less than AWSHX's 10.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPFX American Funds Global Growth Fund Class R-6 | 6.10% | 5.75% | 5.81% | 1.60% | 9.84% | 3.39% | 3.41% | 5.77% | 6.18% | 3.35% | 4.30% | 4.75% |
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
GWPFX vs. AWSHX - Drawdown Comparison
The maximum GWPFX drawdown since its inception was -52.51%, roughly equal to the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for GWPFX and AWSHX.
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Drawdown Indicators
| GWPFX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.51% | -53.95% | +1.44% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -10.37% | -1.41% |
Max Drawdown (5Y)Largest decline over 5 years | -34.15% | -18.64% | -15.51% |
Max Drawdown (10Y)Largest decline over 10 years | -52.51% | -34.65% | -17.86% |
Current DrawdownCurrent decline from peak | -8.81% | -6.35% | -2.46% |
Average DrawdownAverage peak-to-trough decline | -5.80% | -6.43% | +0.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 2.32% | +0.59% |
Volatility
GWPFX vs. AWSHX - Volatility Comparison
American Funds Global Growth Fund Class R-6 (GWPFX) has a higher volatility of 6.57% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 4.41%. This indicates that GWPFX'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
| GWPFX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.57% | 4.41% | +2.16% |
Volatility (6M)Calculated over the trailing 6-month period | 11.27% | 8.28% | +2.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.87% | 15.30% | +3.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.17% | 14.12% | +4.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.60% | 16.33% | +25.27% |