RMFGX vs. RWMGX
RMFGX (American Mutual Fund Class R-6) and RWMGX (American Funds Washington Mutual Investors Fund Class R-6) are both mutual funds - RMFGX is a Large Cap Value Equities fund actively managed by American Funds, while RWMGX is a Large Cap Blend Equities fund actively managed by American Funds. Both are actively managed. Over the past 10 years, RMFGX returned 11.39%/yr vs 13.22%/yr for RWMGX. Their 0.97 correlation means they have historically moved very closely together. RMFGX charges 0.27%/yr vs 0.26%/yr for RWMGX.
Performance
RMFGX vs. RWMGX - Performance Comparison
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Returns By Period
In the year-to-date period, RMFGX achieves a 9.85% return, which is significantly higher than RWMGX's 9.20% return. Over the past 10 years, RMFGX has underperformed RWMGX with an annualized return of 11.39%, while RWMGX has yielded a comparatively higher 13.22% annualized return.
RMFGX
- 1D
- 0.45%
- 1M
- 0.22%
- 6M
- 7.55%
- YTD
- 9.85%
- 1Y
- 17.27%
- 3Y*
- 15.03%
- 5Y*
- 11.04%
- 10Y*
- 11.39%
- ALL TIME*
- 11.47%
RWMGX
- 1D
- 0.59%
- 1M
- 1.04%
- 6M
- 7.28%
- YTD
- 9.20%
- 1Y
- 17.73%
- 3Y*
- 17.45%
- 5Y*
- 12.72%
- 10Y*
- 13.22%
- ALL TIME*
- 12.92%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
RMFGX vs. RWMGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RMFGX American Mutual Fund Class R-6 | 9.85% | 16.43% | 15.28% | 9.78% | -4.19% | 25.28% | 5.15% | 21.92% | -2.00% | 17.86% |
RWMGX American Funds Washington Mutual Investors Fund Class R-6 | 9.20% | 17.56% | 19.35% | 17.58% | -8.17% | 28.84% | 8.02% | 25.78% | -5.91% | 20.38% |
Correlation
The correlation between RMFGX and RWMGX is 0.94, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.94 |
Correlation (3Y) Balances recent behavior with more history. | 0.94 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.96 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.96 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2010 | 0.97 |
The correlation between RMFGX and RWMGX has been stable across timeframes, ranging from 0.94 to 0.97 - a consistent structural relationship.
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Return for Risk
RMFGX vs. RWMGX — Risk / Return Rank
RMFGX
RWMGX
RMFGX vs. RWMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Mutual Fund Class R-6 (RMFGX) and American Funds Washington Mutual Investors Fund Class R-6 (RWMGX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RMFGX | RWMGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.11 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.27 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.96 | 1.87 | +0.09 |
| Martin ratioReturn relative to average drawdown | 7.95 | 8.13 | -0.18 |
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Drawdowns
RMFGX vs. RWMGX - Drawdown Comparison
The maximum RMFGX drawdown since its inception was -29.79%, smaller than the maximum RWMGX drawdown of -34.64%. Use the drawdown chart below to compare losses from any high point for RMFGX and RWMGX.
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Drawdown Indicators
| RMFGX | RWMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.79% | -34.64% | +4.85% |
Max Drawdown (1Y)Largest decline over 1 year | -7.89% | -8.35% | +0.46% |
Max Drawdown (3Y)Largest decline over 3 years | -12.90% | -14.61% | +1.71% |
Max Drawdown (5Y)Largest decline over 5 years | -15.17% | -18.46% | +3.29% |
Max Drawdown (10Y)Largest decline over 10 years | -29.79% | -34.64% | +4.85% |
Current DrawdownCurrent decline from peak | -0.64% | -0.51% | -0.13% |
Average DrawdownAverage peak-to-trough decline | -2.70% | -3.09% | +0.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.95% | 1.92% | +0.03% |
Volatility
RMFGX vs. RWMGX - Volatility Comparison
American Mutual Fund Class R-6 (RMFGX) and American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) have volatilities of 2.28% and 2.40%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RMFGX | RWMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.28% | 2.40% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 7.22% | 7.82% | -0.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.72% | 10.53% | -0.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.48% | 14.06% | -1.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.09% | 16.28% | -2.19% |
RMFGX vs. RWMGX - Expense Ratio Comparison
RMFGX has a 0.27% expense ratio, which is higher than RWMGX's 0.26% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
RMFGX vs. RWMGX - Dividend Comparison
RMFGX's dividend yield for the trailing twelve months is around 7.22%, less than RWMGX's 9.77% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RMFGX American Mutual Fund Class R-6 | 7.22% | 7.85% | 6.59% | 4.06% | 5.20% | 4.88% | 2.30% | 4.89% | 6.75% | 6.23% | 4.54% | 6.84% |
RWMGX American Funds Washington Mutual Investors Fund Class R-6 | 9.77% | 10.36% | 10.36% | 6.42% | 6.63% | 6.33% | 3.35% | 6.91% | 4.67% | 7.52% | 6.66% | 6.55% |
Frequently Asked Questions
With a correlation of 0.94, RMFGX and RWMGX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
RWMGX has higher volatility (2.40%) compared to RMFGX (2.28%). In terms of maximum drawdown, RMFGX dropped -29.79% vs RWMGX's -34.64%.
RMFGX currently has the higher Sharpe Ratio (1.59 vs 1.49), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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