RWMGX vs. LOMAX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) and Edgar Lomax Value Fund (LOMAX).
RWMGX is managed by American Funds. LOMAX is managed by Edgar Lomax. It was launched on Dec 12, 1997.
Performance
RWMGX vs. LOMAX - Performance Comparison
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RWMGX vs. LOMAX - 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% |
LOMAX Edgar Lomax Value Fund | 6.83% | 18.09% | 10.29% | 5.19% | -0.46% | 25.80% | -5.77% | 23.27% | -3.31% | 19.52% |
Returns By Period
In the year-to-date period, RWMGX achieves a -3.10% return, which is significantly lower than LOMAX's 6.83% return. Over the past 10 years, RWMGX has outperformed LOMAX with an annualized return of 12.45%, while LOMAX has yielded a comparatively lower 10.63% 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%
LOMAX
- 1D
- 1.24%
- 1M
- -2.88%
- YTD
- 6.83%
- 6M
- 11.96%
- 1Y
- 19.57%
- 3Y*
- 14.48%
- 5Y*
- 10.37%
- 10Y*
- 10.63%
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RWMGX vs. LOMAX - Expense Ratio Comparison
RWMGX has a 0.27% expense ratio, which is lower than LOMAX's 0.70% expense ratio.
Return for Risk
RWMGX vs. LOMAX — Risk / Return Rank
RWMGX
LOMAX
RWMGX vs. LOMAX - 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 Edgar Lomax Value Fund (LOMAX). 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 | LOMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 1.42 | -0.53 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.98 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.28 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.96 | -0.58 |
Martin ratioReturn relative to average drawdown | 6.17 | 8.08 | -1.91 |
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 | LOMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 1.42 | -0.53 |
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 | 0.76 | 0.65 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.40 | +0.40 |
Correlation
The correlation between RWMGX and LOMAX is 0.90, 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. LOMAX - Dividend Comparison
RWMGX's dividend yield for the trailing twelve months is around 10.74%, more than LOMAX's 5.93% 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% |
LOMAX Edgar Lomax Value Fund | 5.93% | 6.34% | 6.27% | 4.66% | 7.73% | 5.11% | 12.52% | 2.16% | 15.97% | 8.80% | 2.68% | 15.54% |
Drawdowns
RWMGX vs. LOMAX - Drawdown Comparison
The maximum RWMGX drawdown since its inception was -34.64%, smaller than the maximum LOMAX drawdown of -57.82%. Use the drawdown chart below to compare losses from any high point for RWMGX and LOMAX.
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Drawdown Indicators
| RWMGX | LOMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.64% | -57.82% | +23.18% |
Max Drawdown (1Y)Largest decline over 1 year | -10.36% | -9.98% | -0.38% |
Max Drawdown (5Y)Largest decline over 5 years | -18.46% | -17.50% | -0.96% |
Max Drawdown (10Y)Largest decline over 10 years | -34.64% | -37.81% | +3.17% |
Current DrawdownCurrent decline from peak | -6.32% | -2.88% | -3.44% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -9.45% | +6.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 2.51% | -0.19% |
Volatility
RWMGX vs. LOMAX - Volatility Comparison
American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) has a higher volatility of 4.41% compared to Edgar Lomax Value Fund (LOMAX) at 2.88%. This indicates that RWMGX's price experiences larger fluctuations and is considered to be riskier than LOMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RWMGX | LOMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 2.88% | +1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 7.24% | +1.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 13.48% | +1.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 13.24% | +0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 16.50% | -0.17% |