RWMGX vs. VITSX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) and Vanguard Total Stock Market Index Fund Institutional Shares (VITSX).
RWMGX is managed by American Funds. VITSX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RWMGX or VITSX.
Key characteristics
| RWMGX | VITSX | |
|---|---|---|
| YTD Return | 5.97% | 5.99% |
| 1Y Return | 21.21% | 24.06% |
| 3Y Return (Ann) | 8.37% | 6.50% |
| 5Y Return (Ann) | 11.38% | 12.72% |
| 10Y Return (Ann) | 11.15% | 11.99% |
| Sharpe Ratio | 2.06 | 1.96 |
| Daily Std Dev | 10.32% | 12.29% |
| Max Drawdown | -34.64% | -55.31% |
| Current Drawdown | -2.96% | -3.66% |
Correlation
The correlation between RWMGX and VITSX 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.
Performance
RWMGX vs. VITSX - Performance Comparison
The year-to-date returns for both investments are quite close, with RWMGX having a 5.97% return and VITSX slightly higher at 5.99%. Over the past 10 years, RWMGX has underperformed VITSX with an annualized return of 11.15%, while VITSX has yielded a comparatively higher 11.99% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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RWMGX vs. VITSX - Expense Ratio Comparison
RWMGX has a 0.27% 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%.
Risk-Adjusted Performance
RWMGX vs. VITSX - 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 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.
Dividends
RWMGX vs. VITSX - Dividend Comparison
RWMGX's dividend yield for the trailing twelve months is around 6.09%, more than VITSX's 1.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWMGX American Funds Washington Mutual Investors Fund Class R-6 | 6.09% | 6.42% | 6.63% | 3.51% | 3.35% | 7.04% | 8.39% | 7.65% | 6.63% | 6.51% | 8.09% | 5.30% |
VITSX Vanguard Total Stock Market Index Fund Institutional Shares | 1.41% | 1.44% | 1.66% | 1.21% | 1.42% | 1.77% | 2.04% | 1.71% | 1.93% | 1.99% | 1.77% | 1.75% |
Drawdowns
RWMGX vs. VITSX - Drawdown Comparison
The maximum RWMGX drawdown since its inception was -34.64%, smaller than the maximum VITSX drawdown of -55.31%. Use the drawdown chart below to compare losses from any high point for RWMGX and VITSX. For additional features, visit the drawdowns tool.
Volatility
RWMGX vs. VITSX - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) is 3.22%, while Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) has a volatility of 3.69%. 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.