LOMAX vs. RWMGX
Compare and contrast key facts about Edgar Lomax Value Fund (LOMAX) and American Funds Washington Mutual Investors Fund Class R-6 (RWMGX).
LOMAX is managed by Edgar Lomax. It was launched on Dec 12, 1997. RWMGX is managed by American Funds.
Performance
LOMAX vs. RWMGX - Performance Comparison
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LOMAX vs. RWMGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LOMAX Edgar Lomax Value Fund | 5.53% | 18.09% | 10.29% | 5.19% | -0.46% | 25.80% | -5.77% | 23.27% | -3.31% | 19.52% |
RWMGX American Funds Washington Mutual Investors Fund Class R-6 | -5.21% | 17.56% | 19.35% | 17.58% | -8.17% | 28.84% | 8.02% | 25.78% | -5.91% | 20.38% |
Returns By Period
In the year-to-date period, LOMAX achieves a 5.53% return, which is significantly higher than RWMGX's -5.21% return. Over the past 10 years, LOMAX has underperformed RWMGX with an annualized return of 10.49%, while RWMGX has yielded a comparatively higher 12.20% annualized return.
LOMAX
- 1D
- 0.24%
- 1M
- -4.01%
- YTD
- 5.53%
- 6M
- 11.14%
- 1Y
- 17.49%
- 3Y*
- 14.01%
- 5Y*
- 10.20%
- 10Y*
- 10.49%
RWMGX
- 1D
- -0.05%
- 1M
- -7.89%
- YTD
- -5.21%
- 6M
- -3.00%
- 1Y
- 11.02%
- 3Y*
- 15.63%
- 5Y*
- 11.24%
- 10Y*
- 12.20%
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LOMAX vs. RWMGX - Expense Ratio Comparison
LOMAX has a 0.70% expense ratio, which is higher than RWMGX's 0.27% expense ratio.
Return for Risk
LOMAX vs. RWMGX — Risk / Return Rank
LOMAX
RWMGX
LOMAX vs. RWMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Edgar Lomax Value Fund (LOMAX) and American Funds Washington Mutual Investors Fund Class R-6 (RWMGX). 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.
| LOMAX | RWMGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 0.78 | +0.62 |
Sortino ratioReturn per unit of downside risk | 1.96 | 1.22 | +0.74 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.18 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.00 | +0.74 |
Martin ratioReturn relative to average drawdown | 7.17 | 4.52 | +2.66 |
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
| LOMAX | RWMGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 0.78 | +0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.80 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.75 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.78 | -0.39 |
Correlation
The correlation between LOMAX and RWMGX 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
LOMAX vs. RWMGX - Dividend Comparison
LOMAX's dividend yield for the trailing twelve months is around 6.01%, less than RWMGX's 10.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LOMAX Edgar Lomax Value Fund | 6.01% | 6.34% | 6.27% | 4.66% | 7.73% | 5.11% | 12.52% | 2.16% | 15.97% | 8.80% | 2.68% | 15.54% |
RWMGX American Funds Washington Mutual Investors Fund Class R-6 | 10.98% | 10.36% | 10.36% | 6.42% | 6.63% | 6.33% | 3.35% | 6.91% | 4.67% | 7.52% | 6.66% | 6.55% |
Drawdowns
LOMAX vs. RWMGX - Drawdown Comparison
The maximum LOMAX drawdown since its inception was -57.82%, which is greater than RWMGX's maximum drawdown of -34.64%. Use the drawdown chart below to compare losses from any high point for LOMAX and RWMGX.
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Drawdown Indicators
| LOMAX | RWMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.82% | -34.64% | -23.18% |
Max Drawdown (1Y)Largest decline over 1 year | -9.98% | -10.36% | +0.38% |
Max Drawdown (5Y)Largest decline over 5 years | -17.50% | -18.46% | +0.96% |
Max Drawdown (10Y)Largest decline over 10 years | -37.81% | -34.64% | -3.17% |
Current DrawdownCurrent decline from peak | -4.07% | -8.35% | +4.28% |
Average DrawdownAverage peak-to-trough decline | -9.45% | -3.14% | -6.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.29% | +0.21% |
Volatility
LOMAX vs. RWMGX - Volatility Comparison
The current volatility for Edgar Lomax Value Fund (LOMAX) is 2.51%, while American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) has a volatility of 3.58%. This indicates that LOMAX experiences smaller price fluctuations and is considered to be less risky than RWMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LOMAX | RWMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.51% | 3.58% | -1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 7.16% | 7.98% | -0.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.46% | 15.18% | -1.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.23% | 14.09% | -0.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.50% | 16.31% | +0.19% |