RWMGX vs. DODGX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) and Dodge & Cox Stock Fund Class I (DODGX).
RWMGX is managed by American Funds. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.
Performance
RWMGX vs. DODGX - Performance Comparison
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RWMGX vs. DODGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RWMGX American Funds Washington Mutual Investors Fund Class R-6 | -3.10% | 17.56% | 19.35% | 17.58% | -8.17% | 28.84% | 8.02% | 25.78% | -5.91% | 20.38% |
DODGX Dodge & Cox Stock Fund Class I | -1.65% | 13.66% | 14.36% | 17.49% | -7.25% | 31.72% | 7.10% | 24.30% | -7.15% | 18.33% |
Returns By Period
In the year-to-date period, RWMGX achieves a -3.10% return, which is significantly lower than DODGX's -1.65% return. Both investments have delivered pretty close results over the past 10 years, with RWMGX having a 12.45% annualized return and DODGX not far ahead at 12.55%.
RWMGX
- 1D
- 2.22%
- 1M
- -5.83%
- YTD
- -3.10%
- 6M
- -1.25%
- 1Y
- 13.30%
- 3Y*
- 16.48%
- 5Y*
- 11.52%
- 10Y*
- 12.45%
DODGX
- 1D
- 2.09%
- 1M
- -5.31%
- YTD
- -1.65%
- 6M
- 0.63%
- 1Y
- 8.01%
- 3Y*
- 13.95%
- 5Y*
- 9.38%
- 10Y*
- 12.55%
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RWMGX vs. DODGX - Expense Ratio Comparison
RWMGX has a 0.27% expense ratio, which is lower than DODGX's 0.51% expense ratio.
Return for Risk
RWMGX vs. DODGX — Risk / Return Rank
RWMGX
DODGX
RWMGX vs. DODGX - 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 Dodge & Cox Stock Fund Class I (DODGX). 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 | DODGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 0.49 | +0.40 |
Sortino ratioReturn per unit of downside risk | 1.37 | 0.78 | +0.59 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.11 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 0.60 | +0.78 |
Martin ratioReturn relative to average drawdown | 6.17 | 2.50 | +3.67 |
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 | DODGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 0.49 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.59 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.65 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.62 | +0.17 |
Correlation
The correlation between RWMGX and DODGX 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
RWMGX vs. DODGX - Dividend Comparison
RWMGX's dividend yield for the trailing twelve months is around 10.74%, more than DODGX's 9.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWMGX American Funds Washington Mutual Investors Fund Class R-6 | 10.74% | 10.36% | 10.36% | 6.42% | 6.63% | 6.33% | 3.35% | 6.91% | 4.67% | 7.52% | 6.66% | 6.55% |
DODGX Dodge & Cox Stock Fund Class I | 9.89% | 9.86% | 8.20% | 3.76% | 5.47% | 3.22% | 6.74% | 10.23% | 9.69% | 6.78% | 6.26% | 5.36% |
Drawdowns
RWMGX vs. DODGX - Drawdown Comparison
The maximum RWMGX drawdown since its inception was -34.64%, smaller than the maximum DODGX drawdown of -63.24%. Use the drawdown chart below to compare losses from any high point for RWMGX and DODGX.
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Drawdown Indicators
| RWMGX | DODGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.64% | -63.24% | +28.60% |
Max Drawdown (1Y)Largest decline over 1 year | -10.36% | -12.23% | +1.87% |
Max Drawdown (5Y)Largest decline over 5 years | -18.46% | -21.85% | +3.39% |
Max Drawdown (10Y)Largest decline over 10 years | -34.64% | -40.41% | +5.77% |
Current DrawdownCurrent decline from peak | -6.32% | -5.31% | -1.01% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -7.53% | +4.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 2.94% | -0.62% |
Volatility
RWMGX vs. DODGX - Volatility Comparison
American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) and Dodge & Cox Stock Fund Class I (DODGX) have volatilities of 4.41% and 4.23%, 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 | DODGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 4.23% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 8.72% | -0.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 16.33% | -1.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 16.05% | -1.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 19.25% | -2.92% |