NFFFX vs. AWSHX
Compare and contrast key facts about American Funds New World Fund (NFFFX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
NFFFX is managed by American Funds. It was launched on Jun 17, 1999. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
NFFFX vs. AWSHX - Performance Comparison
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NFFFX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NFFFX American Funds New World Fund | -4.01% | 28.52% | 6.78% | 16.11% | -21.86% | 4.98% | 25.17% | 27.89% | -12.08% | 32.92% |
AWSHX American Funds Washington Mutual Investors Fund Class A | -5.27% | 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, NFFFX achieves a -4.01% return, which is significantly higher than AWSHX's -5.27% return. Over the past 10 years, NFFFX has underperformed AWSHX with an annualized return of 9.36%, while AWSHX has yielded a comparatively higher 11.82% annualized return.
NFFFX
- 1D
- -0.62%
- 1M
- -11.95%
- YTD
- -4.01%
- 6M
- 0.11%
- 1Y
- 21.35%
- 3Y*
- 12.78%
- 5Y*
- 4.48%
- 10Y*
- 9.36%
AWSHX
- 1D
- -0.03%
- 1M
- -7.89%
- YTD
- -5.27%
- 6M
- -3.14%
- 1Y
- 10.70%
- 3Y*
- 15.28%
- 5Y*
- 10.91%
- 10Y*
- 11.82%
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NFFFX vs. AWSHX - Expense Ratio Comparison
NFFFX has a 0.68% expense ratio, which is higher than AWSHX's 0.58% expense ratio.
Return for Risk
NFFFX vs. AWSHX — Risk / Return Rank
NFFFX
AWSHX
NFFFX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds New World Fund (NFFFX) 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.
| NFFFX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 0.76 | +0.58 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.19 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.17 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 0.96 | +0.47 |
Martin ratioReturn relative to average drawdown | 6.10 | 4.37 | +1.74 |
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
| NFFFX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 0.76 | +0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.78 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.73 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.62 | -0.29 |
Correlation
The correlation between NFFFX and AWSHX is 0.78, 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
NFFFX vs. AWSHX - Dividend Comparison
NFFFX's dividend yield for the trailing twelve months is around 6.26%, less than AWSHX's 10.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NFFFX American Funds New World Fund | 6.26% | 6.01% | 4.01% | 2.78% | 1.21% | 7.23% | 0.35% | 3.95% | 2.62% | 2.17% | 1.28% | 0.94% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 10.67% | 10.08% | 10.06% | 6.14% | 6.31% | 6.05% | 3.06% | 6.19% | 4.36% | 7.26% | 6.37% | 6.25% |
Drawdowns
NFFFX vs. AWSHX - Drawdown Comparison
The maximum NFFFX drawdown since its inception was -50.17%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for NFFFX and AWSHX.
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Drawdown Indicators
| NFFFX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.17% | -53.95% | +3.78% |
Max Drawdown (1Y)Largest decline over 1 year | -13.01% | -10.37% | -2.64% |
Max Drawdown (5Y)Largest decline over 5 years | -33.48% | -18.64% | -14.84% |
Max Drawdown (10Y)Largest decline over 10 years | -33.48% | -34.65% | +1.17% |
Current DrawdownCurrent decline from peak | -13.01% | -8.37% | -4.64% |
Average DrawdownAverage peak-to-trough decline | -9.89% | -6.43% | -3.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 2.29% | +0.77% |
Volatility
NFFFX vs. AWSHX - Volatility Comparison
American Funds New World Fund (NFFFX) has a higher volatility of 6.38% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 3.58%. This indicates that NFFFX'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
| NFFFX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.38% | 3.58% | +2.80% |
Volatility (6M)Calculated over the trailing 6-month period | 10.73% | 7.98% | +2.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.45% | 15.18% | +0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.12% | 14.09% | +1.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.96% | 16.31% | -0.35% |