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.
Correlation
The correlation between RWMGX and TDVG is 0.92, 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
Key characteristics
RWMGX:
0.14
TDVG:
0.54
RWMGX:
0.30
TDVG:
0.85
RWMGX:
1.05
TDVG:
1.13
RWMGX:
0.15
TDVG:
0.60
RWMGX:
0.58
TDVG:
2.60
RWMGX:
4.14%
TDVG:
3.22%
RWMGX:
17.35%
TDVG:
15.50%
RWMGX:
-34.64%
TDVG:
-19.20%
RWMGX:
-8.55%
TDVG:
-6.64%
Returns By Period
In the year-to-date period, RWMGX achieves a -1.92% return, which is significantly lower than TDVG's -0.65% return.
RWMGX
-1.92%
-3.77%
-5.89%
1.37%
10.15%
5.98%
TDVG
-0.65%
-3.43%
-2.91%
7.22%
N/A
N/A
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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 Rank
RWMGX
TDVG
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 1.75%, more than TDVG's 1.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWMGX American Funds Washington Mutual Investors Fund Class R-6 | 1.75% | 1.71% | 1.96% | 2.27% | 1.69% | 2.02% | 2.11% | 2.40% | 2.14% | 2.21% | 2.42% | 8.14% |
TDVG T. Rowe Price Dividend Growth ETF | 1.08% | 1.06% | 1.31% | 1.15% | 0.80% | 0.40% | 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) and T. Rowe Price Dividend Growth ETF (TDVG) have volatilities of 11.89% and 11.75%, 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.