RWMGX vs. VITSX
RWMGX (American Funds Washington Mutual Investors Fund Class R-6) and VITSX (Vanguard Total Stock Market Index Fund Institutional Shares) are both Large Cap Blend Equities funds. RWMGX is actively managed, while VITSX is passively managed. Over the past 10 years, RWMGX returned 13.21%/yr vs 14.65%/yr for VITSX. Their correlation of 0.95 means they have usually moved in the same direction. RWMGX charges 0.26%/yr vs 0.03%/yr for VITSX.
Performance
RWMGX vs. VITSX - Performance Comparison
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Returns By Period
In the year-to-date period, RWMGX achieves a 9.99% return, which is significantly lower than VITSX's 12.18% return. Over the past 10 years, RWMGX has underperformed VITSX with an annualized return of 13.21%, while VITSX has yielded a comparatively higher 14.65% annualized return.
RWMGX
- 1D
- 0.75%
- 1M
- 1.77%
- 6M
- 8.33%
- YTD
- 9.99%
- 1Y
- 16.91%
- 3Y*
- 18.42%
- 5Y*
- 12.89%
- 10Y*
- 13.21%
- ALL TIME*
- 12.96%
VITSX
- 1D
- 1.52%
- 1M
- 1.31%
- 6M
- 10.66%
- YTD
- 12.18%
- 1Y
- 21.81%
- 3Y*
- 20.40%
- 5Y*
- 12.07%
- 10Y*
- 14.65%
- ALL TIME*
- 9.54%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
RWMGX vs. VITSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RWMGX American Funds Washington Mutual Investors Fund Class R-6 | 9.99% | 17.56% | 19.35% | 17.58% | -8.17% | 28.84% | 8.02% | 25.78% | -5.91% | 20.38% |
VITSX Vanguard Total Stock Market Index Fund Institutional Shares | 12.18% | 17.14% | 23.25% | 26.51% | -19.51% | 25.74% | 20.99% | 30.80% | -5.18% | 21.16% |
Correlation
The correlation between RWMGX and VITSX is 0.86, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.86 |
Correlation (3Y) Balances recent behavior with more history. | 0.91 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.93 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2010 | 0.95 |
The correlation between RWMGX and VITSX has been stable across timeframes, ranging from 0.86 to 0.95 - a consistent structural relationship.
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Return for Risk
RWMGX vs. VITSX — Risk / Return Rank
RWMGX
VITSX
RWMGX vs. VITSX - 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 Total Stock Market Index Fund Institutional Shares (VITSX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RWMGX | VITSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.32 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.23 | 2.66 | -0.43 |
| Martin ratioReturn relative to average drawdown | 9.71 | 11.52 | -1.81 |
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Drawdowns
RWMGX vs. VITSX - Drawdown Comparison
The maximum RWMGX drawdown since its inception was -34.64%, smaller than the maximum VITSX drawdown of -55.30%. Use the drawdown chart below to compare losses from any high point for RWMGX and VITSX.
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Drawdown Indicators
| RWMGX | VITSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.64% | -55.30% | +20.66% |
Max Drawdown (1Y)Largest decline over 1 year | -8.35% | -8.92% | +0.57% |
Max Drawdown (3Y)Largest decline over 3 years | -14.61% | -19.36% | +4.75% |
Max Drawdown (5Y)Largest decline over 5 years | -18.46% | -25.36% | +6.90% |
Max Drawdown (10Y)Largest decline over 10 years | -34.64% | -34.97% | +0.33% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -3.09% | -10.02% | +6.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 2.06% | -0.14% |
Volatility
RWMGX vs. VITSX - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) is 2.39%, while Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) has a volatility of 3.77%. This indicates that RWMGX experiences smaller price fluctuations and is considered to be less risky than VITSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RWMGX | VITSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.39% | 3.77% | -1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 7.82% | 10.37% | -2.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.48% | 13.12% | -2.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.06% | 17.48% | -3.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.29% | 18.42% | -2.13% |
RWMGX vs. VITSX - Expense Ratio Comparison
RWMGX has a 0.26% expense ratio, which is higher than VITSX's 0.03% 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%.
Dividends
RWMGX vs. VITSX - Dividend Comparison
RWMGX's dividend yield for the trailing twelve months is around 9.70%, more than VITSX's 1.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWMGX American Funds Washington Mutual Investors Fund Class R-6 | 9.70% | 10.36% | 10.36% | 6.42% | 6.63% | 6.33% | 3.35% | 6.91% | 4.67% | 7.52% | 6.66% | 6.55% |
VITSX Vanguard Total Stock Market Index Fund Institutional Shares | 1.04% | 1.12% | 1.27% | 1.43% | 1.66% | 1.21% | 1.42% | 1.77% | 2.04% | 1.71% | 1.93% | 1.99% |
Frequently Asked Questions
RWMGX and VITSX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VITSX has higher volatility (3.77%) compared to RWMGX (2.39%). In terms of maximum drawdown, RWMGX dropped -34.64% vs VITSX's -55.30%.
VITSX currently has the higher Sharpe Ratio (1.81 vs 1.78), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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