NEFFX vs. AWSHX
Compare and contrast key facts about American Funds The New Economy Fund® Class F-2 (NEFFX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
NEFFX is managed by American Funds. It was launched on Aug 1, 2008. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
NEFFX vs. AWSHX - Performance Comparison
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NEFFX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEFFX American Funds The New Economy Fund® Class F-2 | -5.50% | 31.31% | 23.87% | 29.47% | -29.50% | 12.31% | 33.79% | 26.75% | -4.17% | 34.66% |
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, NEFFX achieves a -5.50% return, which is significantly lower than AWSHX's -3.17% return. Over the past 10 years, NEFFX has outperformed AWSHX with an annualized return of 13.77%, while AWSHX has yielded a comparatively lower 12.07% annualized return.
NEFFX
- 1D
- 3.23%
- 1M
- -8.15%
- YTD
- -5.50%
- 6M
- 1.25%
- 1Y
- 30.94%
- 3Y*
- 21.83%
- 5Y*
- 8.96%
- 10Y*
- 13.77%
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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NEFFX vs. AWSHX - Expense Ratio Comparison
NEFFX has a 0.52% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Return for Risk
NEFFX vs. AWSHX — Risk / Return Rank
NEFFX
AWSHX
NEFFX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The New Economy Fund® Class F-2 (NEFFX) 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.
| NEFFX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.53 | 0.86 | +0.67 |
Sortino ratioReturn per unit of downside risk | 2.18 | 1.34 | +0.84 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.19 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.33 | 1.35 | +0.99 |
Martin ratioReturn relative to average drawdown | 9.86 | 6.00 | +3.86 |
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
| NEFFX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.53 | 0.86 | +0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.80 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.74 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.62 | -0.01 |
Correlation
The correlation between NEFFX and AWSHX is 0.85, 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
NEFFX vs. AWSHX - Dividend Comparison
NEFFX's dividend yield for the trailing twelve months is around 10.45%, which matches AWSHX's 10.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEFFX American Funds The New Economy Fund® Class F-2 | 10.45% | 9.87% | 9.61% | 4.19% | 0.19% | 7.55% | 2.69% | 7.57% | 10.31% | 8.50% | 2.51% | 6.41% |
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
NEFFX vs. AWSHX - Drawdown Comparison
The maximum NEFFX drawdown since its inception was -45.12%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for NEFFX and AWSHX.
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Drawdown Indicators
| NEFFX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.12% | -53.95% | +8.83% |
Max Drawdown (1Y)Largest decline over 1 year | -13.32% | -10.37% | -2.95% |
Max Drawdown (5Y)Largest decline over 5 years | -36.95% | -18.64% | -18.31% |
Max Drawdown (10Y)Largest decline over 10 years | -36.95% | -34.65% | -2.30% |
Current DrawdownCurrent decline from peak | -10.52% | -6.35% | -4.17% |
Average DrawdownAverage peak-to-trough decline | -7.66% | -6.43% | -1.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 2.32% | +0.83% |
Volatility
NEFFX vs. AWSHX - Volatility Comparison
American Funds The New Economy Fund® Class F-2 (NEFFX) has a higher volatility of 7.51% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 4.41%. This indicates that NEFFX'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
| NEFFX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.51% | 4.41% | +3.10% |
Volatility (6M)Calculated over the trailing 6-month period | 13.55% | 8.28% | +5.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.86% | 15.30% | +5.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.21% | 14.12% | +5.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.00% | 16.33% | +2.67% |