RWMGX vs. RMFGX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) and American Mutual Fund Class R-6 (RMFGX).
RWMGX is managed by American Funds. RMFGX is an actively managed fund by American Funds. It was launched on Feb 21, 1950.
Performance
RWMGX vs. RMFGX - Performance Comparison
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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 | -3.10% | 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 | -1.26% | 16.43% | 15.28% | 9.78% | -4.19% | 25.28% | 5.15% | 21.92% | -2.00% | 17.86% |
Returns By Period
In the year-to-date period, RWMGX achieves a -3.10% return, which is significantly lower than RMFGX's -1.26% return. Over the past 10 years, RWMGX has outperformed RMFGX with an annualized return of 12.45%, while RMFGX has yielded a comparatively lower 10.95% 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%
RMFGX
- 1D
- 1.86%
- 1M
- -6.03%
- YTD
- -1.26%
- 6M
- -0.03%
- 1Y
- 12.01%
- 3Y*
- 13.01%
- 5Y*
- 9.93%
- 10Y*
- 10.95%
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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%.
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 | 0.89 | 0.88 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.31 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.19 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.28 | +0.10 |
Martin ratioReturn relative to average drawdown | 6.17 | 5.52 | +0.65 |
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 | RMFGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 0.88 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.80 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.78 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.80 | -0.01 |
Correlation
The correlation between RWMGX and RMFGX is 0.97, 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. RMFGX - Dividend Comparison
RWMGX's dividend yield for the trailing twelve months is around 10.74%, more than RMFGX's 7.99% 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% |
RMFGX American Mutual Fund Class R-6 | 7.99% | 7.85% | 6.59% | 4.06% | 5.20% | 4.88% | 2.30% | 4.89% | 6.75% | 6.23% | 4.54% | 6.84% |
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.
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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 | -10.36% | -10.22% | -0.14% |
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 | -6.32% | -6.18% | -0.14% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -2.73% | -0.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 2.37% | -0.05% |
Volatility
RWMGX vs. RMFGX - Volatility Comparison
American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) has a higher volatility of 4.41% compared to American Mutual Fund Class R-6 (RMFGX) at 4.04%. This indicates that RWMGX's price experiences larger fluctuations and is considered to be riskier than RMFGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RWMGX | RMFGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 4.04% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 7.56% | +0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 13.91% | +1.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 12.50% | +1.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 14.11% | +2.22% |