MABAX vs. WSHFX
Compare and contrast key facts about BlackRock Large Cap Focus Value Fund (MABAX) and American Funds Washington Mutual Investors Fund Class F-1 (WSHFX).
MABAX is managed by BlackRock. It was launched on Jul 1, 1977. WSHFX is managed by American Funds. It was launched on Aug 5, 2008.
Performance
MABAX vs. WSHFX - Performance Comparison
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MABAX vs. WSHFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MABAX BlackRock Large Cap Focus Value Fund | -5.86% | 25.33% | 10.30% | 16.22% | -4.59% | 21.48% | 3.48% | 24.17% | -7.63% | 6.74% |
WSHFX American Funds Washington Mutual Investors Fund Class F-1 | -5.29% | 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, MABAX achieves a -5.86% return, which is significantly lower than WSHFX's -5.29% return. Over the past 10 years, MABAX has underperformed WSHFX with an annualized return of 9.86%, while WSHFX has yielded a comparatively higher 11.74% annualized return.
MABAX
- 1D
- 0.00%
- 1M
- -9.42%
- YTD
- -5.86%
- 6M
- 0.30%
- 1Y
- 14.21%
- 3Y*
- 13.63%
- 5Y*
- 9.28%
- 10Y*
- 9.86%
WSHFX
- 1D
- -0.03%
- 1M
- -7.90%
- YTD
- -5.29%
- 6M
- -3.17%
- 1Y
- 10.62%
- 3Y*
- 15.21%
- 5Y*
- 10.84%
- 10Y*
- 11.74%
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MABAX vs. WSHFX - Expense Ratio Comparison
MABAX has a 0.54% expense ratio, which is lower than WSHFX's 0.64% expense ratio.
Return for Risk
MABAX vs. WSHFX — Risk / Return Rank
MABAX
WSHFX
MABAX vs. WSHFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Large Cap Focus Value Fund (MABAX) 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.
| MABAX | WSHFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 0.76 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.33 | 1.19 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.17 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 0.96 | +0.07 |
Martin ratioReturn relative to average drawdown | 4.16 | 4.33 | -0.16 |
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
| MABAX | WSHFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 0.76 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.77 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.72 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.48 | +0.22 |
Correlation
The correlation between MABAX and WSHFX 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
MABAX vs. WSHFX - Dividend Comparison
MABAX's dividend yield for the trailing twelve months is around 15.57%, more than WSHFX's 10.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MABAX BlackRock Large Cap Focus Value Fund | 15.57% | 14.66% | 9.18% | 4.84% | 11.41% | 18.17% | 12.42% | 12.76% | 29.20% | 3.10% | 1.46% | 14.94% |
WSHFX American Funds Washington Mutual Investors Fund Class F-1 | 10.67% | 10.08% | 10.05% | 6.11% | 6.28% | 6.01% | 3.02% | 6.17% | 4.28% | 7.19% | 6.32% | 6.18% |
Drawdowns
MABAX vs. WSHFX - Drawdown Comparison
The maximum MABAX drawdown since its inception was -54.63%, roughly equal to the maximum WSHFX drawdown of -53.94%. Use the drawdown chart below to compare losses from any high point for MABAX and WSHFX.
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Drawdown Indicators
| MABAX | WSHFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.63% | -53.94% | -0.69% |
Max Drawdown (1Y)Largest decline over 1 year | -12.76% | -10.36% | -2.40% |
Max Drawdown (5Y)Largest decline over 5 years | -19.15% | -18.69% | -0.46% |
Max Drawdown (10Y)Largest decline over 10 years | -39.44% | -34.67% | -4.77% |
Current DrawdownCurrent decline from peak | -11.19% | -8.38% | -2.81% |
Average DrawdownAverage peak-to-trough decline | -6.46% | -7.38% | +0.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 2.29% | +0.86% |
Volatility
MABAX vs. WSHFX - Volatility Comparison
BlackRock Large Cap Focus Value Fund (MABAX) has a higher volatility of 4.50% compared to American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) at 3.58%. This indicates that MABAX'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
| MABAX | WSHFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.50% | 3.58% | +0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 9.48% | 7.98% | +1.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.78% | 15.18% | +1.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.77% | 14.10% | +1.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.40% | 16.32% | +2.08% |