JENSX vs. WSHFX
Compare and contrast key facts about Jensen Quality Growth Fund (JENSX) and American Funds Washington Mutual Investors Fund Class F-1 (WSHFX).
JENSX is managed by Jensen. It was launched on Aug 3, 1992. WSHFX is managed by American Funds. It was launched on Aug 5, 2008.
Performance
JENSX vs. WSHFX - Performance Comparison
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JENSX vs. WSHFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JENSX Jensen Quality Growth Fund | -10.38% | 4.46% | -1.03% | 16.60% | -16.58% | 30.32% | 8.24% | 29.02% | 2.01% | 23.21% |
WSHFX American Funds Washington Mutual Investors Fund Class F-1 | -3.20% | 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, JENSX achieves a -10.38% return, which is significantly lower than WSHFX's -3.20% return. Over the past 10 years, JENSX has underperformed WSHFX with an annualized return of 8.01%, while WSHFX has yielded a comparatively higher 11.99% annualized return.
JENSX
- 1D
- 2.71%
- 1M
- -7.39%
- YTD
- -10.38%
- 6M
- -11.42%
- 1Y
- -5.32%
- 3Y*
- 1.09%
- 5Y*
- 2.59%
- 10Y*
- 8.01%
WSHFX
- 1D
- 2.21%
- 1M
- -5.86%
- YTD
- -3.20%
- 6M
- -1.44%
- 1Y
- 12.87%
- 3Y*
- 16.05%
- 5Y*
- 11.11%
- 10Y*
- 11.99%
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JENSX vs. WSHFX - Expense Ratio Comparison
JENSX has a 0.81% expense ratio, which is higher than WSHFX's 0.64% expense ratio.
Return for Risk
JENSX vs. WSHFX — Risk / Return Rank
JENSX
WSHFX
JENSX vs. WSHFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Jensen Quality Growth Fund (JENSX) 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.
| JENSX | WSHFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.31 | 0.86 | -1.17 |
Sortino ratioReturn per unit of downside risk | -0.35 | 1.33 | -1.68 |
Omega ratioGain probability vs. loss probability | 0.96 | 1.19 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | -0.26 | 1.34 | -1.59 |
Martin ratioReturn relative to average drawdown | -0.97 | 5.96 | -6.93 |
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
| JENSX | WSHFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.31 | 0.86 | -1.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.79 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.74 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.48 | +0.02 |
Correlation
The correlation between JENSX and WSHFX 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
JENSX vs. WSHFX - Dividend Comparison
JENSX's dividend yield for the trailing twelve months is around 42.98%, more than WSHFX's 10.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JENSX Jensen Quality Growth Fund | 42.98% | 38.59% | 0.64% | 7.82% | 3.02% | 6.69% | 0.94% | 8.12% | 10.12% | 3.24% | 4.62% | 11.65% |
WSHFX American Funds Washington Mutual Investors Fund Class F-1 | 10.44% | 10.08% | 10.05% | 6.11% | 6.28% | 6.01% | 3.02% | 6.17% | 4.28% | 7.19% | 6.32% | 6.18% |
Drawdowns
JENSX vs. WSHFX - Drawdown Comparison
The maximum JENSX drawdown since its inception was -45.54%, smaller than the maximum WSHFX drawdown of -53.94%. Use the drawdown chart below to compare losses from any high point for JENSX and WSHFX.
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Drawdown Indicators
| JENSX | WSHFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.54% | -53.94% | +8.40% |
Max Drawdown (1Y)Largest decline over 1 year | -14.74% | -10.36% | -4.38% |
Max Drawdown (5Y)Largest decline over 5 years | -23.81% | -18.69% | -5.12% |
Max Drawdown (10Y)Largest decline over 10 years | -30.72% | -34.67% | +3.95% |
Current DrawdownCurrent decline from peak | -18.79% | -6.36% | -12.43% |
Average DrawdownAverage peak-to-trough decline | -6.23% | -7.38% | +1.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.89% | 2.33% | +1.56% |
Volatility
JENSX vs. WSHFX - Volatility Comparison
Jensen Quality Growth Fund (JENSX) has a higher volatility of 5.37% compared to American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) at 4.41%. This indicates that JENSX'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
| JENSX | WSHFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.37% | 4.41% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 8.96% | 8.28% | +0.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.20% | 15.30% | +0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.96% | 14.13% | +1.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.11% | 16.33% | +0.78% |