RERFX vs. AWSHX
Compare and contrast key facts about American Funds Real Estate Index Fund Class R-6 (RERFX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
RERFX is managed by American Funds. It was launched on Mar 31, 2023. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
RERFX vs. AWSHX - Performance Comparison
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RERFX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RERFX American Funds Real Estate Index Fund Class R-6 | -2.84% | 29.26% | 2.96% | 16.02% | -22.81% | 2.81% | 25.20% | 27.36% | -17.37% | 31.10% |
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, RERFX achieves a -2.84% return, which is significantly higher than AWSHX's -3.17% return. Over the past 10 years, RERFX has underperformed AWSHX with an annualized return of 7.92%, while AWSHX has yielded a comparatively higher 12.07% annualized return.
RERFX
- 1D
- 2.76%
- 1M
- -8.17%
- YTD
- -2.84%
- 6M
- 0.94%
- 1Y
- 21.51%
- 3Y*
- 10.95%
- 5Y*
- 3.28%
- 10Y*
- 7.92%
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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RERFX vs. AWSHX - Expense Ratio Comparison
RERFX has a 0.29% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Return for Risk
RERFX vs. AWSHX — Risk / Return Rank
RERFX
AWSHX
RERFX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Real Estate Index Fund Class R-6 (RERFX) 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.
| RERFX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 0.86 | +0.51 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.34 | +0.52 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.19 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 1.35 | +0.33 |
Martin ratioReturn relative to average drawdown | 6.36 | 6.00 | +0.35 |
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
| RERFX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 0.86 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.80 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.74 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.62 | -0.21 |
Correlation
The correlation between RERFX and AWSHX is 0.76, 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
RERFX vs. AWSHX - Dividend Comparison
RERFX's dividend yield for the trailing twelve months is around 14.34%, more than AWSHX's 10.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RERFX American Funds Real Estate Index Fund Class R-6 | 14.34% | 13.93% | 4.90% | 3.90% | 1.98% | 10.14% | 0.38% | 3.10% | 3.11% | 4.94% | 1.58% | 3.38% |
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
RERFX vs. AWSHX - Drawdown Comparison
The maximum RERFX drawdown since its inception was -53.80%, roughly equal to the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for RERFX and AWSHX.
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Drawdown Indicators
| RERFX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.80% | -53.95% | +0.15% |
Max Drawdown (1Y)Largest decline over 1 year | -12.53% | -10.37% | -2.16% |
Max Drawdown (5Y)Largest decline over 5 years | -37.32% | -18.64% | -18.68% |
Max Drawdown (10Y)Largest decline over 10 years | -37.32% | -34.65% | -2.67% |
Current DrawdownCurrent decline from peak | -10.11% | -6.35% | -3.76% |
Average DrawdownAverage peak-to-trough decline | -11.08% | -6.43% | -4.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 2.32% | +0.98% |
Volatility
RERFX vs. AWSHX - Volatility Comparison
American Funds Real Estate Index Fund Class R-6 (RERFX) has a higher volatility of 7.27% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 4.41%. This indicates that RERFX'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
| RERFX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.27% | 4.41% | +2.86% |
Volatility (6M)Calculated over the trailing 6-month period | 11.55% | 8.28% | +3.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.41% | 15.30% | +1.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 14.12% | +2.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.82% | 16.33% | +0.49% |