RWMGX vs. VIGIX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) and Vanguard Growth Index Fund Institutional Shares (VIGIX).
RWMGX is managed by American Funds. VIGIX is managed by Vanguard. It was launched on May 14, 1998.
Performance
RWMGX vs. VIGIX - Performance Comparison
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RWMGX vs. VIGIX - 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% |
VIGIX Vanguard Growth Index Fund Institutional Shares | -10.39% | 19.44% | 32.68% | 46.77% | -33.13% | 27.27% | 40.19% | 37.26% | -3.34% | 27.81% |
Returns By Period
In the year-to-date period, RWMGX achieves a -3.10% return, which is significantly higher than VIGIX's -10.39% return. Over the past 10 years, RWMGX has underperformed VIGIX with an annualized return of 12.45%, while VIGIX has yielded a comparatively higher 16.03% 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%
VIGIX
- 1D
- 3.99%
- 1M
- -5.47%
- YTD
- -10.39%
- 6M
- -9.19%
- 1Y
- 17.20%
- 3Y*
- 21.14%
- 5Y*
- 11.43%
- 10Y*
- 16.03%
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RWMGX vs. VIGIX - Expense Ratio Comparison
RWMGX has a 0.27% expense ratio, which is higher than VIGIX's 0.04% 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. VIGIX — Risk / Return Rank
RWMGX
VIGIX
RWMGX vs. VIGIX - 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 Growth Index Fund Institutional Shares (VIGIX). 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 | VIGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 0.80 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.31 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.18 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.11 | +0.27 |
Martin ratioReturn relative to average drawdown | 6.17 | 3.97 | +2.20 |
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 | VIGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 0.80 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.51 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.75 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.44 | +0.36 |
Correlation
The correlation between RWMGX and VIGIX is 0.86, 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. VIGIX - Dividend Comparison
RWMGX's dividend yield for the trailing twelve months is around 10.74%, more than VIGIX's 0.45% 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% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.45% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% |
Drawdowns
RWMGX vs. VIGIX - Drawdown Comparison
The maximum RWMGX drawdown since its inception was -34.64%, smaller than the maximum VIGIX drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for RWMGX and VIGIX.
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Drawdown Indicators
| RWMGX | VIGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.64% | -56.95% | +22.31% |
Max Drawdown (1Y)Largest decline over 1 year | -10.36% | -16.51% | +6.15% |
Max Drawdown (5Y)Largest decline over 5 years | -18.46% | -35.62% | +17.16% |
Max Drawdown (10Y)Largest decline over 10 years | -34.64% | -35.62% | +0.98% |
Current DrawdownCurrent decline from peak | -6.32% | -13.17% | +6.85% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -16.36% | +13.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 4.64% | -2.32% |
Volatility
RWMGX vs. VIGIX - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) is 4.41%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 7.01%. This indicates that RWMGX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RWMGX | VIGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 7.01% | -2.60% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 12.74% | -4.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 22.99% | -7.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 22.36% | -8.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 21.53% | -5.20% |