RWMGX vs. VEIRX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) and Vanguard Equity Income Fund Admiral Shares (VEIRX).
RWMGX is managed by American Funds. VEIRX is managed by Vanguard. It was launched on Aug 13, 2001.
Performance
RWMGX vs. VEIRX - Performance Comparison
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RWMGX vs. VEIRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RWMGX American Funds Washington Mutual Investors Fund Class R-6 | -2.67% | 17.56% | 19.35% | 17.58% | -8.17% | 28.84% | 8.02% | 25.78% | -5.91% | 20.38% |
VEIRX Vanguard Equity Income Fund Admiral Shares | 1.64% | 17.25% | 14.91% | 7.76% | -0.08% | 25.49% | 3.08% | 25.34% | -5.68% | 17.68% |
Returns By Period
In the year-to-date period, RWMGX achieves a -2.67% return, which is significantly lower than VEIRX's 1.64% return. Over the past 10 years, RWMGX has outperformed VEIRX with an annualized return of 12.52%, while VEIRX has yielded a comparatively lower 11.38% annualized return.
RWMGX
- 1D
- 0.13%
- 1M
- -4.66%
- YTD
- -2.67%
- 6M
- -1.10%
- 1Y
- 17.66%
- 3Y*
- 16.35%
- 5Y*
- 11.62%
- 10Y*
- 12.52%
VEIRX
- 1D
- 0.20%
- 1M
- -3.31%
- YTD
- 1.64%
- 6M
- 4.47%
- 1Y
- 20.23%
- 3Y*
- 14.33%
- 5Y*
- 10.82%
- 10Y*
- 11.38%
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RWMGX vs. VEIRX - Expense Ratio Comparison
RWMGX has a 0.27% expense ratio, which is higher than VEIRX's 0.19% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
RWMGX vs. VEIRX — Risk / Return Rank
RWMGX
VEIRX
RWMGX vs. VEIRX - 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 Vanguard Equity Income Fund Admiral Shares (VEIRX). 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 | VEIRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 1.04 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.50 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.48 | -0.15 |
Martin ratioReturn relative to average drawdown | 5.80 | 6.39 | -0.59 |
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 | VEIRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 1.04 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.78 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.70 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.50 | +0.29 |
Correlation
The correlation between RWMGX and VEIRX 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.
Dividends
RWMGX vs. VEIRX - Dividend Comparison
RWMGX's dividend yield for the trailing twelve months is around 10.70%, less than VEIRX's 10.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWMGX American Funds Washington Mutual Investors Fund Class R-6 | 10.70% | 10.36% | 10.36% | 6.42% | 6.63% | 6.33% | 3.35% | 6.91% | 4.67% | 7.52% | 6.66% | 6.55% |
VEIRX Vanguard Equity Income Fund Admiral Shares | 10.92% | 11.03% | 9.83% | 7.96% | 8.79% | 7.71% | 2.86% | 4.45% | 10.98% | 3.04% | 3.87% | 6.48% |
Drawdowns
RWMGX vs. VEIRX - Drawdown Comparison
The maximum RWMGX drawdown since its inception was -34.64%, smaller than the maximum VEIRX drawdown of -54.02%. Use the drawdown chart below to compare losses from any high point for RWMGX and VEIRX.
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Drawdown Indicators
| RWMGX | VEIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.64% | -54.02% | +19.38% |
Max Drawdown (1Y)Largest decline over 1 year | -8.35% | -7.13% | -1.22% |
Max Drawdown (5Y)Largest decline over 5 years | -18.46% | -15.12% | -3.34% |
Max Drawdown (10Y)Largest decline over 10 years | -34.64% | -35.26% | +0.62% |
Current DrawdownCurrent decline from peak | -5.90% | -5.19% | -0.71% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -6.54% | +3.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.38% | 2.54% | -0.16% |
Volatility
RWMGX vs. VEIRX - Volatility Comparison
American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) has a higher volatility of 4.33% compared to Vanguard Equity Income Fund Admiral Shares (VEIRX) at 3.52%. This indicates that RWMGX's price experiences larger fluctuations and is considered to be riskier than VEIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RWMGX | VEIRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 3.52% | +0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 7.84% | +0.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.29% | 15.02% | +0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.12% | 13.91% | +0.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 16.29% | +0.03% |