RWMGX vs. SGOIX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) and First Eagle Overseas Fund Class I (SGOIX).
RWMGX is managed by American Funds. SGOIX is managed by First Eagle.
Performance
RWMGX vs. SGOIX - Performance Comparison
Loading graphics...
RWMGX vs. SGOIX - 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% |
SGOIX First Eagle Overseas Fund Class I | 3.80% | 39.06% | 6.45% | 10.73% | -7.86% | 5.25% | 7.25% | 17.90% | -9.95% | 14.38% |
Returns By Period
In the year-to-date period, RWMGX achieves a -3.10% return, which is significantly lower than SGOIX's 3.80% return. Over the past 10 years, RWMGX has outperformed SGOIX with an annualized return of 12.45%, while SGOIX has yielded a comparatively lower 8.31% 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%
SGOIX
- 1D
- 2.33%
- 1M
- -7.69%
- YTD
- 3.80%
- 6M
- 9.66%
- 1Y
- 29.85%
- 3Y*
- 16.77%
- 5Y*
- 10.05%
- 10Y*
- 8.31%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RWMGX vs. SGOIX - Expense Ratio Comparison
RWMGX has a 0.27% expense ratio, which is lower than SGOIX's 0.88% expense ratio.
Return for Risk
RWMGX vs. SGOIX — Risk / Return Rank
RWMGX
SGOIX
RWMGX vs. SGOIX - 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 First Eagle Overseas Fund Class I (SGOIX). 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 | SGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 2.21 | -1.33 |
Sortino ratioReturn per unit of downside risk | 1.37 | 2.80 | -1.43 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.44 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 2.59 | -1.21 |
Martin ratioReturn relative to average drawdown | 6.17 | 10.79 | -4.63 |
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 graphics...
Sharpe Ratios by Period
| RWMGX | SGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 2.21 | -1.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.86 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.73 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.88 | -0.08 |
Correlation
The correlation between RWMGX and SGOIX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
RWMGX vs. SGOIX - Dividend Comparison
RWMGX's dividend yield for the trailing twelve months is around 10.74%, more than SGOIX's 8.15% 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% |
SGOIX First Eagle Overseas Fund Class I | 8.15% | 8.45% | 8.49% | 2.45% | 3.81% | 5.92% | 0.47% | 5.70% | 3.36% | 3.59% | 3.80% | 1.58% |
Drawdowns
RWMGX vs. SGOIX - Drawdown Comparison
The maximum RWMGX drawdown since its inception was -34.64%, roughly equal to the maximum SGOIX drawdown of -35.54%. Use the drawdown chart below to compare losses from any high point for RWMGX and SGOIX.
Loading graphics...
Drawdown Indicators
| RWMGX | SGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.64% | -35.54% | +0.90% |
Max Drawdown (1Y)Largest decline over 1 year | -10.36% | -11.35% | +0.99% |
Max Drawdown (5Y)Largest decline over 5 years | -18.46% | -21.39% | +2.93% |
Max Drawdown (10Y)Largest decline over 10 years | -34.64% | -24.79% | -9.85% |
Current DrawdownCurrent decline from peak | -6.32% | -8.91% | +2.59% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -4.57% | +1.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 2.72% | -0.40% |
Volatility
RWMGX vs. SGOIX - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) is 4.41%, while First Eagle Overseas Fund Class I (SGOIX) has a volatility of 6.40%. This indicates that RWMGX experiences smaller price fluctuations and is considered to be less risky than SGOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| RWMGX | SGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 6.40% | -1.99% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 9.85% | -1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 13.64% | +1.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 11.77% | +2.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 11.37% | +4.96% |