RAFGX vs. AWSHX
Compare and contrast key facts about American Funds AMCAP Fund Class R-6 (RAFGX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
RAFGX is managed by American Funds. It was launched on May 1, 2009. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
RAFGX vs. AWSHX - Performance Comparison
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RAFGX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RAFGX American Funds AMCAP Fund Class R-6 | -8.46% | 18.05% | 21.50% | 31.47% | -28.42% | 24.11% | 21.80% | 26.76% | -4.08% | 22.45% |
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, RAFGX achieves a -8.46% return, which is significantly lower than AWSHX's -3.17% return. Both investments have delivered pretty close results over the past 10 years, with RAFGX having a 11.65% annualized return and AWSHX not far ahead at 12.07%.
RAFGX
- 1D
- 3.70%
- 1M
- -6.46%
- YTD
- -8.46%
- 6M
- -6.25%
- 1Y
- 14.92%
- 3Y*
- 16.16%
- 5Y*
- 7.55%
- 10Y*
- 11.65%
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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RAFGX vs. AWSHX - Expense Ratio Comparison
RAFGX has a 0.33% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Return for Risk
RAFGX vs. AWSHX — Risk / Return Rank
RAFGX
AWSHX
RAFGX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class R-6 (RAFGX) 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.
| RAFGX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.86 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.34 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.19 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.09 | 1.35 | -0.25 |
Martin ratioReturn relative to average drawdown | 4.38 | 6.00 | -1.62 |
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
| RAFGX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.86 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.80 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.74 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.62 | +0.07 |
Correlation
The correlation between RAFGX and AWSHX is 0.91, 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
RAFGX vs. AWSHX - Dividend Comparison
RAFGX's dividend yield for the trailing twelve months is around 9.26%, less than AWSHX's 10.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RAFGX American Funds AMCAP Fund Class R-6 | 9.26% | 8.47% | 8.26% | 3.75% | 7.36% | 5.83% | 4.07% | 5.10% | 8.04% | 5.58% | 4.09% | 8.78% |
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
RAFGX vs. AWSHX - Drawdown Comparison
The maximum RAFGX drawdown since its inception was -35.07%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for RAFGX and AWSHX.
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Drawdown Indicators
| RAFGX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.07% | -53.95% | +18.88% |
Max Drawdown (1Y)Largest decline over 1 year | -14.12% | -10.37% | -3.75% |
Max Drawdown (5Y)Largest decline over 5 years | -35.07% | -18.64% | -16.43% |
Max Drawdown (10Y)Largest decline over 10 years | -35.07% | -34.65% | -0.42% |
Current DrawdownCurrent decline from peak | -10.94% | -6.35% | -4.59% |
Average DrawdownAverage peak-to-trough decline | -5.53% | -6.43% | +0.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.53% | 2.32% | +1.21% |
Volatility
RAFGX vs. AWSHX - Volatility Comparison
American Funds AMCAP Fund Class R-6 (RAFGX) has a higher volatility of 6.70% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 4.41%. This indicates that RAFGX'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
| RAFGX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 4.41% | +2.29% |
Volatility (6M)Calculated over the trailing 6-month period | 11.65% | 8.28% | +3.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.91% | 15.30% | +4.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.20% | 14.12% | +5.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.68% | 16.33% | +2.35% |