RWMGX vs. AIVSX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) and American Funds Investment Company of America Class A (AIVSX).
RWMGX is managed by American Funds. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
RWMGX vs. AIVSX - Performance Comparison
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RWMGX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RWMGX American Funds Washington Mutual Investors Fund Class R-6 | -2.79% | 17.56% | 19.35% | 17.58% | -8.17% | 28.84% | 8.02% | 25.78% | -5.91% | 20.38% |
AIVSX American Funds Investment Company of America Class A | -4.18% | 20.47% | 24.90% | 28.56% | -15.50% | 25.10% | 14.47% | 24.10% | -8.21% | 19.54% |
Returns By Period
In the year-to-date period, RWMGX achieves a -2.79% return, which is significantly higher than AIVSX's -4.18% return. Both investments have delivered pretty close results over the past 10 years, with RWMGX having a 12.49% annualized return and AIVSX not far ahead at 12.96%.
RWMGX
- 1D
- 0.32%
- 1M
- -4.45%
- YTD
- -2.79%
- 6M
- -0.98%
- 1Y
- 13.17%
- 3Y*
- 16.60%
- 5Y*
- 11.59%
- 10Y*
- 12.49%
AIVSX
- 1D
- 0.72%
- 1M
- -4.09%
- YTD
- -4.18%
- 6M
- -2.66%
- 1Y
- 17.88%
- 3Y*
- 20.34%
- 5Y*
- 12.62%
- 10Y*
- 12.96%
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RWMGX vs. AIVSX - Expense Ratio Comparison
RWMGX has a 0.27% expense ratio, which is lower than AIVSX's 0.57% expense ratio.
Return for Risk
RWMGX vs. AIVSX — Risk / Return Rank
RWMGX
AIVSX
RWMGX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) and American Funds Investment Company of America Class A (AIVSX). 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.
| RWMGX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.06 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.39 | 1.62 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 1.77 | -0.43 |
Martin ratioReturn relative to average drawdown | 5.89 | 7.25 | -1.36 |
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
| RWMGX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.06 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.79 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.79 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.67 | +0.12 |
Correlation
The correlation between RWMGX and AIVSX is 0.96, 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
RWMGX vs. AIVSX - Dividend Comparison
RWMGX's dividend yield for the trailing twelve months is around 10.71%, less than AIVSX's 11.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWMGX American Funds Washington Mutual Investors Fund Class R-6 | 10.71% | 10.36% | 10.36% | 6.42% | 6.63% | 6.33% | 3.35% | 6.91% | 4.67% | 7.52% | 6.66% | 6.55% |
AIVSX American Funds Investment Company of America Class A | 11.09% | 10.60% | 9.29% | 4.96% | 6.12% | 6.94% | 1.65% | 6.15% | 9.61% | 7.08% | 5.48% | 8.95% |
Drawdowns
RWMGX vs. AIVSX - Drawdown Comparison
The maximum RWMGX drawdown since its inception was -34.64%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for RWMGX and AIVSX.
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Drawdown Indicators
| RWMGX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.64% | -50.90% | +16.26% |
Max Drawdown (1Y)Largest decline over 1 year | -8.35% | -10.08% | +1.73% |
Max Drawdown (5Y)Largest decline over 5 years | -18.46% | -24.31% | +5.85% |
Max Drawdown (10Y)Largest decline over 10 years | -34.64% | -31.09% | -3.55% |
Current DrawdownCurrent decline from peak | -6.02% | -6.67% | +0.65% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -5.93% | +2.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 2.62% | -0.27% |
Volatility
RWMGX vs. AIVSX - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) is 4.36%, while American Funds Investment Company of America Class A (AIVSX) has a volatility of 5.75%. This indicates that RWMGX experiences smaller price fluctuations and is considered to be less risky than AIVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RWMGX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.36% | 5.75% | -1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 8.29% | 9.95% | -1.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.29% | 17.57% | -2.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.12% | 15.96% | -1.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 16.55% | -0.23% |