RWMGX vs. VPMAX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX).
RWMGX is managed by American Funds. VPMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Performance
RWMGX vs. VPMAX - Performance Comparison
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RWMGX vs. VPMAX - 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% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | -2.75% | 54.11% | 13.30% | 28.25% | -15.16% | 21.72% | 17.23% | 27.88% | -1.93% | 28.28% |
Returns By Period
In the year-to-date period, RWMGX achieves a -3.10% return, which is significantly lower than VPMAX's -2.75% return. Over the past 10 years, RWMGX has underperformed VPMAX with an annualized return of 12.45%, while VPMAX has yielded a comparatively higher 16.91% 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%
VPMAX
- 1D
- 3.30%
- 1M
- -6.80%
- YTD
- -2.75%
- 6M
- 24.32%
- 1Y
- 51.98%
- 3Y*
- 26.74%
- 5Y*
- 15.10%
- 10Y*
- 16.91%
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RWMGX vs. VPMAX - Expense Ratio Comparison
RWMGX has a 0.27% expense ratio, which is lower than VPMAX's 0.31% expense ratio.
Return for Risk
RWMGX vs. VPMAX — Risk / Return Rank
RWMGX
VPMAX
RWMGX vs. VPMAX - 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 PRIMECAP Fund Admiral Shares (VPMAX). 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 | VPMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 1.78 | -0.90 |
Sortino ratioReturn per unit of downside risk | 1.37 | 3.30 | -1.93 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.48 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 3.76 | -2.38 |
Martin ratioReturn relative to average drawdown | 6.17 | 16.16 | -9.99 |
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 | VPMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 1.78 | -0.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.75 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.84 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.62 | +0.17 |
Correlation
The correlation between RWMGX and VPMAX is 0.90, 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. VPMAX - Dividend Comparison
RWMGX's dividend yield for the trailing twelve months is around 10.74%, less than VPMAX's 32.75% 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% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | 32.75% | 31.85% | 6.71% | 7.24% | 9.94% | 10.18% | 9.82% | 7.23% | 8.43% | 4.52% | 5.13% | 5.99% |
Drawdowns
RWMGX vs. VPMAX - Drawdown Comparison
The maximum RWMGX drawdown since its inception was -34.64%, smaller than the maximum VPMAX drawdown of -48.32%. Use the drawdown chart below to compare losses from any high point for RWMGX and VPMAX.
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Drawdown Indicators
| RWMGX | VPMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.64% | -48.32% | +13.68% |
Max Drawdown (1Y)Largest decline over 1 year | -10.36% | -13.75% | +3.39% |
Max Drawdown (5Y)Largest decline over 5 years | -18.46% | -25.21% | +6.75% |
Max Drawdown (10Y)Largest decline over 10 years | -34.64% | -32.65% | -1.99% |
Current DrawdownCurrent decline from peak | -6.32% | -8.80% | +2.48% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -6.61% | +3.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 3.20% | -0.88% |
Volatility
RWMGX vs. VPMAX - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) is 4.41%, while Vanguard PRIMECAP Fund Admiral Shares (VPMAX) has a volatility of 6.72%. This indicates that RWMGX experiences smaller price fluctuations and is considered to be less risky than VPMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RWMGX | VPMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 6.72% | -2.31% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 22.09% | -13.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 28.98% | -13.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 20.17% | -6.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 20.11% | -3.78% |