RWMGX vs. MUHLX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) and Muhlenkamp Fund (MUHLX).
RWMGX is managed by American Funds. MUHLX is managed by Muhlenkamp. It was launched on Nov 1, 1988.
Performance
RWMGX vs. MUHLX - Performance Comparison
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RWMGX vs. MUHLX - 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% |
MUHLX Muhlenkamp Fund | 9.11% | 17.82% | 3.38% | 13.92% | 2.89% | 28.98% | 11.96% | 14.39% | -13.29% | 18.78% |
Returns By Period
In the year-to-date period, RWMGX achieves a -3.10% return, which is significantly lower than MUHLX's 9.11% return. Over the past 10 years, RWMGX has outperformed MUHLX with an annualized return of 12.45%, while MUHLX has yielded a comparatively lower 10.68% 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%
MUHLX
- 1D
- 2.42%
- 1M
- -5.65%
- YTD
- 9.11%
- 6M
- 10.37%
- 1Y
- 22.96%
- 3Y*
- 14.41%
- 5Y*
- 12.05%
- 10Y*
- 10.68%
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RWMGX vs. MUHLX - Expense Ratio Comparison
RWMGX has a 0.27% expense ratio, which is lower than MUHLX's 1.14% expense ratio.
Return for Risk
RWMGX vs. MUHLX — Risk / Return Rank
RWMGX
MUHLX
RWMGX vs. MUHLX - 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 Muhlenkamp Fund (MUHLX). 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 | MUHLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 1.42 | -0.54 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.97 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.28 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 2.37 | -0.99 |
Martin ratioReturn relative to average drawdown | 6.17 | 8.57 | -2.41 |
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 | MUHLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 1.42 | -0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.82 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.63 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.51 | +0.28 |
Correlation
The correlation between RWMGX and MUHLX is 0.86, 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. MUHLX - Dividend Comparison
RWMGX's dividend yield for the trailing twelve months is around 10.74%, more than MUHLX's 3.06% 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% |
MUHLX Muhlenkamp Fund | 3.06% | 3.34% | 0.58% | 0.89% | 6.80% | 7.77% | 10.28% | 1.26% | 14.70% | 4.30% | 0.00% | 11.02% |
Drawdowns
RWMGX vs. MUHLX - Drawdown Comparison
The maximum RWMGX drawdown since its inception was -34.64%, smaller than the maximum MUHLX drawdown of -62.05%. Use the drawdown chart below to compare losses from any high point for RWMGX and MUHLX.
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Drawdown Indicators
| RWMGX | MUHLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.64% | -62.05% | +27.41% |
Max Drawdown (1Y)Largest decline over 1 year | -10.36% | -10.23% | -0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -18.46% | -18.63% | +0.17% |
Max Drawdown (10Y)Largest decline over 10 years | -34.64% | -40.85% | +6.21% |
Current DrawdownCurrent decline from peak | -6.32% | -5.65% | -0.67% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -10.81% | +7.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 2.83% | -0.51% |
Volatility
RWMGX vs. MUHLX - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) is 4.41%, while Muhlenkamp Fund (MUHLX) has a volatility of 6.01%. This indicates that RWMGX experiences smaller price fluctuations and is considered to be less risky than MUHLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RWMGX | MUHLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 6.01% | -1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 12.06% | -3.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 16.85% | -1.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 14.77% | -0.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 17.04% | -0.71% |