RWMGX vs. RMFGX
RWMGX (American Funds Washington Mutual Investors Fund Class R-6) and RMFGX (American Mutual Fund Class R-6) are both mutual funds - RWMGX is a Large Cap Blend Equities fund managed by American Funds, while RMFGX is a Large Cap Value Equities fund actively managed by American Funds. Over the past 10 years, RWMGX returned 13.22%/yr vs 11.51%/yr for RMFGX. With a 0.97 correlation, they move nearly in lockstep. Both charge a 0.27% expense ratio.
Performance
RWMGX vs. RMFGX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, RWMGX achieves a 6.01% return, which is significantly lower than RMFGX's 6.79% return. Over the past 10 years, RWMGX has outperformed RMFGX with an annualized return of 13.22%, while RMFGX has yielded a comparatively lower 11.51% annualized return.
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%
RMFGX
- 1D
- 0.62%
- 1M
- 2.98%
- YTD
- 6.79%
- 6M
- 7.03%
- 1Y
- 17.63%
- 3Y*
- 15.85%
- 5Y*
- 10.66%
- 10Y*
- 11.51%
RWMGX vs. RMFGX - 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% |
RMFGX American Mutual Fund Class R-6 | 6.79% | 16.43% | 15.28% | 9.78% | -4.19% | 25.28% | 5.15% | 21.92% | -2.00% | 17.86% |
Correlation
The correlation between RWMGX and RMFGX is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.94 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2010 | 0.97 |
The correlation between RWMGX and RMFGX has been stable across timeframes, ranging from 0.94 to 0.97 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
RWMGX vs. RMFGX — Risk / Return Rank
RWMGX
RMFGX
RWMGX vs. RMFGX - 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 Mutual Fund Class R-6 (RMFGX). 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 | RMFGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.11 | ||
| Sortino ratioReturn per unit of downside risk | -0.11 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.35 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.23 | 2.31 | -0.08 |
| Martin ratioReturn relative to average drawdown | 9.68 | 9.29 | +0.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| RWMGX | RMFGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.81 | 1.92 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 0.86 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.82 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.83 | -0.01 |
Drawdowns
RWMGX vs. RMFGX - Drawdown Comparison
The maximum RWMGX drawdown since its inception was -34.64%, which is greater than RMFGX's maximum drawdown of -29.79%. Use the drawdown chart below to compare losses from any high point for RWMGX and RMFGX.
Loading charts...
Drawdown Indicators
| RWMGX | RMFGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.64% | -29.79% | -4.85% |
Max Drawdown (1Y)Largest decline over 1 year | -8.35% | -7.89% | -0.46% |
Max Drawdown (3Y)Largest decline over 3 years | -14.61% | -12.90% | -1.71% |
Max Drawdown (5Y)Largest decline over 5 years | -18.46% | -15.17% | -3.29% |
Max Drawdown (10Y)Largest decline over 10 years | -34.64% | -29.79% | -4.85% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -3.12% | -2.72% | -0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 1.96% | -0.04% |
Volatility
RWMGX vs. RMFGX - Volatility Comparison
American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) and American Mutual Fund Class R-6 (RMFGX) have volatilities of 2.42% and 2.34%, 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.
Loading charts...
Volatility by Period
| RWMGX | RMFGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.42% | 2.34% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 7.89% | 7.34% | +0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.32% | 9.50% | +0.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.10% | 12.51% | +1.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 14.12% | +2.21% |
RWMGX vs. RMFGX - Expense Ratio Comparison
Both RWMGX and RMFGX have an expense ratio of 0.27%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
RWMGX vs. RMFGX - Dividend Comparison
RWMGX's dividend yield for the trailing twelve months is around 9.82%, more than RMFGX's 7.39% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RMFGX American Mutual Fund Class R-6 | 7.39% | 7.85% | 6.59% | 4.06% | 5.20% | 4.88% | 2.30% | 4.89% | 6.75% | 6.23% | 4.54% | 6.84% |
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 0.94, RWMGX and RMFGX 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 RMFGX (2.34%). In terms of maximum drawdown, RWMGX dropped -34.64% vs RMFGX's -29.79%.
RMFGX currently has the higher Sharpe Ratio (1.92 vs 1.81), 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.
Find the right allocation for RWMGX and RMFGX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer