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RWMGX vs. VINIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between RWMGX and VINIX 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.


-0.50.00.51.0
Correlation: 0.9

Performance

RWMGX vs. VINIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) and Vanguard Institutional Index Fund Institutional Shares (VINIX). The values are adjusted to include any dividend payments, if applicable.

300.00%400.00%500.00%600.00%700.00%NovemberDecember2025FebruaryMarchApril
378.41%
654.58%
RWMGX
VINIX

Key characteristics

Sharpe Ratio

RWMGX:

0.14

VINIX:

0.49

Sortino Ratio

RWMGX:

0.30

VINIX:

0.81

Omega Ratio

RWMGX:

1.05

VINIX:

1.12

Calmar Ratio

RWMGX:

0.15

VINIX:

0.51

Martin Ratio

RWMGX:

0.58

VINIX:

2.08

Ulcer Index

RWMGX:

4.14%

VINIX:

4.59%

Daily Std Dev

RWMGX:

17.35%

VINIX:

19.52%

Max Drawdown

RWMGX:

-34.64%

VINIX:

-55.19%

Current Drawdown

RWMGX:

-8.55%

VINIX:

-10.68%

Returns By Period

In the year-to-date period, RWMGX achieves a -1.92% return, which is significantly higher than VINIX's -6.54% return. Over the past 10 years, RWMGX has underperformed VINIX with an annualized return of 5.98%, while VINIX has yielded a comparatively higher 10.74% annualized return.


RWMGX

YTD

-1.92%

1M

-3.77%

6M

-5.89%

1Y

1.37%

5Y*

10.15%

10Y*

5.98%

VINIX

YTD

-6.54%

1M

-4.97%

6M

-6.14%

1Y

8.24%

5Y*

13.75%

10Y*

10.74%

*Annualized

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RWMGX vs. VINIX - Expense Ratio Comparison

RWMGX has a 0.27% expense ratio, which is higher than VINIX'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%.


Expense ratio chart for RWMGX: current value is 0.27%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
RWMGX: 0.27%
Expense ratio chart for VINIX: current value is 0.04%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VINIX: 0.04%

Risk-Adjusted Performance

RWMGX vs. VINIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RWMGX
The Risk-Adjusted Performance Rank of RWMGX is 3535
Overall Rank
The Sharpe Ratio Rank of RWMGX is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of RWMGX is 3434
Sortino Ratio Rank
The Omega Ratio Rank of RWMGX is 3434
Omega Ratio Rank
The Calmar Ratio Rank of RWMGX is 3838
Calmar Ratio Rank
The Martin Ratio Rank of RWMGX is 3636
Martin Ratio Rank

VINIX
The Risk-Adjusted Performance Rank of VINIX is 6060
Overall Rank
The Sharpe Ratio Rank of VINIX is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of VINIX is 5858
Sortino Ratio Rank
The Omega Ratio Rank of VINIX is 6060
Omega Ratio Rank
The Calmar Ratio Rank of VINIX is 6767
Calmar Ratio Rank
The Martin Ratio Rank of VINIX is 6060
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

RWMGX vs. VINIX - 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 Vanguard Institutional Index Fund Institutional Shares (VINIX). 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.


The chart of Sharpe ratio for RWMGX, currently valued at 0.14, compared to the broader market-1.000.001.002.003.00
RWMGX: 0.14
VINIX: 0.49
The chart of Sortino ratio for RWMGX, currently valued at 0.30, compared to the broader market-2.000.002.004.006.008.00
RWMGX: 0.30
VINIX: 0.81
The chart of Omega ratio for RWMGX, currently valued at 1.05, compared to the broader market0.501.001.502.002.503.00
RWMGX: 1.05
VINIX: 1.12
The chart of Calmar ratio for RWMGX, currently valued at 0.15, compared to the broader market0.002.004.006.008.0010.00
RWMGX: 0.15
VINIX: 0.51
The chart of Martin ratio for RWMGX, currently valued at 0.58, compared to the broader market0.0010.0020.0030.0040.0050.00
RWMGX: 0.58
VINIX: 2.08

The current RWMGX Sharpe Ratio is 0.14, which is lower than the VINIX Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of RWMGX and VINIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.14
0.49
RWMGX
VINIX

Dividends

RWMGX vs. VINIX - Dividend Comparison

RWMGX's dividend yield for the trailing twelve months is around 1.75%, more than VINIX's 1.41% yield.


TTM20242023202220212020201920182017201620152014
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%
VINIX
Vanguard Institutional Index Fund Institutional Shares
1.41%1.27%1.47%1.74%1.28%1.59%1.91%2.13%1.82%2.07%2.45%1.88%

Drawdowns

RWMGX vs. VINIX - Drawdown Comparison

The maximum RWMGX drawdown since its inception was -34.64%, smaller than the maximum VINIX drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for RWMGX and VINIX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-8.55%
-10.68%
RWMGX
VINIX

Volatility

RWMGX vs. VINIX - Volatility Comparison

The current volatility for American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) is 11.89%, while Vanguard Institutional Index Fund Institutional Shares (VINIX) has a volatility of 14.21%. This indicates that RWMGX experiences smaller price fluctuations and is considered to be less risky than VINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
11.89%
14.21%
RWMGX
VINIX