RWMGX vs. TDVG
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) and T. Rowe Price Dividend Growth ETF (TDVG).
RWMGX is managed by American Funds. TDVG is an actively managed fund by T. Rowe Price Group, Inc.. It was launched on Aug 4, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RWMGX or TDVG.
Key characteristics
| RWMGX | TDVG | |
|---|---|---|
| YTD Return | 22.19% | 18.01% |
| 1Y Return | 34.20% | 28.83% |
| 3Y Return (Ann) | 10.85% | 7.66% |
| Sharpe Ratio | 3.14 | 2.84 |
| Sortino Ratio | 4.30 | 3.96 |
| Omega Ratio | 1.59 | 1.53 |
| Calmar Ratio | 5.88 | 4.31 |
| Martin Ratio | 21.65 | 19.72 |
| Ulcer Index | 1.53% | 1.41% |
| Daily Std Dev | 10.59% | 9.80% |
| Max Drawdown | -34.64% | -19.20% |
| Current Drawdown | 0.00% | -0.13% |
Correlation
The correlation between RWMGX and TDVG is 0.95, 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.
Performance
RWMGX vs. TDVG - Performance Comparison
In the year-to-date period, RWMGX achieves a 22.19% return, which is significantly higher than TDVG's 18.01% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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RWMGX vs. TDVG - Expense Ratio Comparison
RWMGX has a 0.27% expense ratio, which is lower than TDVG's 0.50% expense ratio.
Risk-Adjusted Performance
RWMGX vs. TDVG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) and T. Rowe Price Dividend Growth ETF (TDVG). 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.
Dividends
RWMGX vs. TDVG - Dividend Comparison
RWMGX's dividend yield for the trailing twelve months is around 1.72%, more than TDVG's 1.05% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWMGX American Funds Washington Mutual Investors Fund Class R-6 | 1.72% | 1.96% | 2.27% | 1.69% | 2.02% | 2.11% | 2.40% | 2.14% | 2.21% | 2.41% | 8.09% | 5.30% |
TDVG T. Rowe Price Dividend Growth ETF | 1.05% | 1.31% | 1.15% | 0.80% | 0.40% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RWMGX vs. TDVG - Drawdown Comparison
The maximum RWMGX drawdown since its inception was -34.64%, which is greater than TDVG's maximum drawdown of -19.20%. Use the drawdown chart below to compare losses from any high point for RWMGX and TDVG. For additional features, visit the drawdowns tool.
Volatility
RWMGX vs. TDVG - Volatility Comparison
American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) has a higher volatility of 3.40% compared to T. Rowe Price Dividend Growth ETF (TDVG) at 3.16%. This indicates that RWMGX's price experiences larger fluctuations and is considered to be riskier than TDVG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.