RWMGX vs. AWSHX
RWMGX (American Funds Washington Mutual Investors Fund Class R-6) and AWSHX (American Funds Washington Mutual Investors Fund Class A) are both Large Cap Blend Equities funds from American Funds. Over the past 10 years, RWMGX returned 13.22%/yr vs 12.84%/yr for AWSHX. With a 1.00 correlation, they move nearly in lockstep. RWMGX charges 0.27%/yr vs 0.58%/yr for AWSHX.
Performance
RWMGX vs. AWSHX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with RWMGX having a 6.01% return and AWSHX slightly lower at 5.89%. Both investments have delivered pretty close results over the past 10 years, with RWMGX having a 13.22% annualized return and AWSHX not far behind at 12.84%.
RWMGX
- 1D
- 0.39%
- 1M
- 2.82%
- YTD
- 6.01%
- 6M
- 6.16%
- 1Y
- 17.89%
- 3Y*
- 18.60%
- 5Y*
- 12.25%
- 10Y*
- 13.22%
AWSHX
- 1D
- 0.39%
- 1M
- 2.81%
- YTD
- 5.89%
- 6M
- 6.02%
- 1Y
- 17.56%
- 3Y*
- 18.25%
- 5Y*
- 11.92%
- 10Y*
- 12.84%
RWMGX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RWMGX American Funds Washington Mutual Investors Fund Class R-6 | 6.01% | 17.56% | 19.35% | 17.58% | -8.17% | 28.84% | 8.02% | 25.78% | -5.91% | 20.38% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 5.89% | 17.20% | 19.02% | 17.21% | -8.45% | 28.44% | 7.69% | 24.86% | -6.16% | 20.03% |
Correlation
The correlation between RWMGX and AWSHX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 1.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (10Y) Calculated over the trailing 10-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2010 | 1.00 |
The correlation between RWMGX and AWSHX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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Return for Risk
RWMGX vs. AWSHX — Risk / Return Rank
RWMGX
AWSHX
RWMGX vs. AWSHX - 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 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.
| RWMGX | AWSHX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.32 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.23 | 2.19 | +0.04 |
| Martin ratioReturn relative to average drawdown | 9.68 | 9.46 | +0.22 |
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 | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.81 | 1.78 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 0.85 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.79 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.63 | +0.19 |
Drawdowns
RWMGX vs. AWSHX - Drawdown Comparison
The maximum RWMGX drawdown since its inception was -34.64%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for RWMGX and AWSHX.
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Drawdown Indicators
| RWMGX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.64% | -53.95% | +19.31% |
Max Drawdown (1Y)Largest decline over 1 year | -8.35% | -8.37% | +0.02% |
Max Drawdown (3Y)Largest decline over 3 years | -14.61% | -14.66% | +0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -18.46% | -18.64% | +0.18% |
Max Drawdown (10Y)Largest decline over 10 years | -34.64% | -34.65% | +0.01% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -3.12% | -6.41% | +3.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 1.93% | -0.01% |
Volatility
RWMGX vs. AWSHX - Volatility Comparison
American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) and American Funds Washington Mutual Investors Fund Class A (AWSHX) have volatilities of 2.42% and 2.41%, 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
| RWMGX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.42% | 2.41% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 7.89% | 7.89% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.32% | 10.31% | +0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.10% | 14.10% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 16.33% | 0.00% |
RWMGX vs. AWSHX - Expense Ratio Comparison
RWMGX has a 0.27% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Dividends
RWMGX vs. AWSHX - Dividend Comparison
RWMGX's dividend yield for the trailing twelve months is around 9.82%, more than AWSHX's 9.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWSHX American Funds Washington Mutual Investors Fund Class A | 9.55% | 10.08% | 10.06% | 6.14% | 6.31% | 6.05% | 3.06% | 6.19% | 4.36% | 7.26% | 6.37% | 6.25% |
RWMGX American Funds Washington Mutual Investors Fund Class R-6 | 9.82% | 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 1.00, RWMGX and AWSHX 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 (2.42%) compared to AWSHX (2.41%). In terms of maximum drawdown, RWMGX dropped -34.64% vs AWSHX's -53.95%.
RWMGX currently has the higher Sharpe Ratio (1.81 vs 1.78), 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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