JMUEX vs. AWSHX
Compare and contrast key facts about JPMorgan U.S. Equity Fund (JMUEX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
JMUEX is managed by JPMorgan. It was launched on Sep 17, 1993. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
JMUEX vs. AWSHX - Performance Comparison
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JMUEX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JMUEX JPMorgan U.S. Equity Fund | -7.68% | 14.60% | 31.22% | 27.28% | -18.84% | 28.55% | 26.51% | 32.26% | -5.90% | 21.52% |
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, JMUEX achieves a -7.68% return, which is significantly lower than AWSHX's -3.17% return. Over the past 10 years, JMUEX has outperformed AWSHX with an annualized return of 14.64%, while AWSHX has yielded a comparatively lower 12.07% annualized return.
JMUEX
- 1D
- 2.98%
- 1M
- -5.97%
- YTD
- -7.68%
- 6M
- -7.28%
- 1Y
- 11.42%
- 3Y*
- 17.96%
- 5Y*
- 11.50%
- 10Y*
- 14.64%
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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JMUEX vs. AWSHX - Expense Ratio Comparison
JMUEX has a 0.57% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Return for Risk
JMUEX vs. AWSHX — Risk / Return Rank
JMUEX
AWSHX
JMUEX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Equity Fund (JMUEX) 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.
| JMUEX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 0.86 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.34 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.19 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.35 | -0.27 |
Martin ratioReturn relative to average drawdown | 3.95 | 6.00 | -2.05 |
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
| JMUEX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.86 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.80 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.74 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.62 | -0.06 |
Correlation
The correlation between JMUEX and AWSHX is 0.92, 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
JMUEX vs. AWSHX - Dividend Comparison
JMUEX's dividend yield for the trailing twelve months is around 6.36%, less than AWSHX's 10.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JMUEX JPMorgan U.S. Equity Fund | 6.36% | 5.85% | 12.03% | 2.06% | 5.11% | 10.74% | 6.63% | 10.06% | 14.56% | 8.71% | 4.77% | 6.17% |
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
JMUEX vs. AWSHX - Drawdown Comparison
The maximum JMUEX drawdown since its inception was -52.11%, roughly equal to the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for JMUEX and AWSHX.
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Drawdown Indicators
| JMUEX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.11% | -53.95% | +1.84% |
Max Drawdown (1Y)Largest decline over 1 year | -11.92% | -10.37% | -1.55% |
Max Drawdown (5Y)Largest decline over 5 years | -24.60% | -18.64% | -5.96% |
Max Drawdown (10Y)Largest decline over 10 years | -33.35% | -34.65% | +1.30% |
Current DrawdownCurrent decline from peak | -9.30% | -6.35% | -2.95% |
Average DrawdownAverage peak-to-trough decline | -8.82% | -6.43% | -2.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 2.32% | +0.92% |
Volatility
JMUEX vs. AWSHX - Volatility Comparison
JPMorgan U.S. Equity Fund (JMUEX) has a higher volatility of 5.57% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 4.41%. This indicates that JMUEX'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
| JMUEX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.57% | 4.41% | +1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 8.28% | +1.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.57% | 15.30% | +3.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.41% | 14.12% | +3.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.55% | 16.33% | +2.22% |