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RWMGX vs. GGEYX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RWMGX vs. GGEYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) and GuideStone Funds Growth Equity Fund (GGEYX). The values are adjusted to include any dividend payments, if applicable.

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RWMGX vs. GGEYX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
GGEYX
GuideStone Funds Growth Equity Fund
-10.89%13.18%30.51%42.26%-37.71%17.77%35.74%34.83%0.77%32.56%

Returns By Period

In the year-to-date period, RWMGX achieves a -3.10% return, which is significantly higher than GGEYX's -10.89% return. Over the past 10 years, RWMGX has underperformed GGEYX with an annualized return of 12.45%, while GGEYX has yielded a comparatively higher 13.16% annualized return.


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%

GGEYX

1D
3.59%
1M
-5.24%
YTD
-10.89%
6M
-12.13%
1Y
10.37%
3Y*
17.96%
5Y*
6.11%
10Y*
13.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RWMGX vs. GGEYX - Expense Ratio Comparison

RWMGX has a 0.27% expense ratio, which is lower than GGEYX's 0.65% expense ratio.


Return for Risk

RWMGX vs. GGEYX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RWMGX
RWMGX Risk / Return Rank: 5050
Overall Rank
RWMGX Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
RWMGX Sortino Ratio Rank: 4545
Sortino Ratio Rank
RWMGX Omega Ratio Rank: 4444
Omega Ratio Rank
RWMGX Calmar Ratio Rank: 5656
Calmar Ratio Rank
RWMGX Martin Ratio Rank: 6363
Martin Ratio Rank

GGEYX
GGEYX Risk / Return Rank: 1616
Overall Rank
GGEYX Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
GGEYX Sortino Ratio Rank: 1818
Sortino Ratio Rank
GGEYX Omega Ratio Rank: 1717
Omega Ratio Rank
GGEYX Calmar Ratio Rank: 1616
Calmar Ratio Rank
GGEYX Martin Ratio Rank: 1515
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RWMGX vs. GGEYX - 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 GuideStone Funds Growth Equity Fund (GGEYX). 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.


RWMGXGGEYXDifference

Sharpe ratio

Return per unit of total volatility

0.89

0.52

+0.37

Sortino ratio

Return per unit of downside risk

1.37

0.90

+0.47

Omega ratio

Gain probability vs. loss probability

1.20

1.13

+0.07

Calmar ratio

Return relative to maximum drawdown

1.38

0.62

+0.76

Martin ratio

Return relative to average drawdown

6.17

1.93

+4.24

RWMGX vs. GGEYX - Sharpe Ratio Comparison

The current RWMGX Sharpe Ratio is 0.89, which is higher than the GGEYX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of RWMGX and GGEYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RWMGXGGEYXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.89

0.52

+0.37

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.82

0.25

+0.57

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.76

0.59

+0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.79

0.40

+0.39

Correlation

The correlation between RWMGX and GGEYX is 0.84, 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. GGEYX - Dividend Comparison

RWMGX's dividend yield for the trailing twelve months is around 10.74%, less than GGEYX's 15.59% yield.


TTM20252024202320222021202020192018201720162015
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%
GGEYX
GuideStone Funds Growth Equity Fund
15.59%13.89%13.54%4.93%6.41%20.36%15.42%10.02%19.42%10.82%4.49%22.22%

Drawdowns

RWMGX vs. GGEYX - Drawdown Comparison

The maximum RWMGX drawdown since its inception was -34.64%, smaller than the maximum GGEYX drawdown of -54.51%. Use the drawdown chart below to compare losses from any high point for RWMGX and GGEYX.


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Drawdown Indicators


RWMGXGGEYXDifference

Max Drawdown

Largest peak-to-trough decline

-34.64%

-54.51%

+19.87%

Max Drawdown (1Y)

Largest decline over 1 year

-10.36%

-18.40%

+8.04%

Max Drawdown (5Y)

Largest decline over 5 years

-18.46%

-49.59%

+31.13%

Max Drawdown (10Y)

Largest decline over 10 years

-34.64%

-49.59%

+14.95%

Current Drawdown

Current decline from peak

-6.32%

-15.47%

+9.15%

Average Drawdown

Average peak-to-trough decline

-3.14%

-11.23%

+8.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.32%

5.89%

-3.57%

Volatility

RWMGX vs. GGEYX - Volatility Comparison

The current volatility for American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) is 4.41%, while GuideStone Funds Growth Equity Fund (GGEYX) has a volatility of 6.44%. This indicates that RWMGX experiences smaller price fluctuations and is considered to be less risky than GGEYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RWMGXGGEYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.41%

6.44%

-2.03%

Volatility (6M)

Calculated over the trailing 6-month period

8.28%

12.13%

-3.85%

Volatility (1Y)

Calculated over the trailing 1-year period

15.30%

21.86%

-6.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.13%

24.26%

-10.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.33%

22.27%

-5.94%