RWMGX vs. VTV
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) and Vanguard Value ETF (VTV).
RWMGX is managed by American Funds. VTV is a passively managed fund by Vanguard that tracks the performance of the MSCI US Prime Market Value Index. It was launched on Jan 26, 2004.
Performance
RWMGX vs. VTV - Performance Comparison
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RWMGX vs. VTV - 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% |
VTV Vanguard Value ETF | 3.54% | 15.27% | 15.95% | 9.32% | -2.09% | 26.53% | 2.33% | 25.66% | -5.47% | 17.15% |
Returns By Period
In the year-to-date period, RWMGX achieves a -3.10% return, which is significantly lower than VTV's 3.54% return. Both investments have delivered pretty close results over the past 10 years, with RWMGX having a 12.45% annualized return and VTV not far behind at 11.83%.
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%
VTV
- 1D
- 0.24%
- 1M
- -4.38%
- YTD
- 3.54%
- 6M
- 6.37%
- 1Y
- 16.56%
- 3Y*
- 15.18%
- 5Y*
- 10.91%
- 10Y*
- 11.83%
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RWMGX vs. VTV - Expense Ratio Comparison
RWMGX has a 0.27% expense ratio, which is higher than VTV'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. VTV — Risk / Return Rank
RWMGX
VTV
RWMGX vs. VTV - 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 Value ETF (VTV). 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 | VTV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 1.12 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.61 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.24 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.44 | -0.06 |
Martin ratioReturn relative to average drawdown | 6.17 | 6.48 | -0.32 |
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 | VTV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 1.12 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.79 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.71 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.49 | +0.30 |
Correlation
The correlation between RWMGX and VTV is 0.94, 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. VTV - Dividend Comparison
RWMGX's dividend yield for the trailing twelve months is around 10.74%, more than VTV's 2.02% 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% |
VTV Vanguard Value ETF | 2.02% | 2.05% | 2.31% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% |
Drawdowns
RWMGX vs. VTV - Drawdown Comparison
The maximum RWMGX drawdown since its inception was -34.64%, smaller than the maximum VTV drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for RWMGX and VTV.
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Drawdown Indicators
| RWMGX | VTV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.64% | -59.27% | +24.63% |
Max Drawdown (1Y)Largest decline over 1 year | -10.36% | -11.32% | +0.96% |
Max Drawdown (5Y)Largest decline over 5 years | -18.46% | -17.04% | -1.42% |
Max Drawdown (10Y)Largest decline over 10 years | -34.64% | -36.78% | +2.14% |
Current DrawdownCurrent decline from peak | -6.32% | -4.58% | -1.74% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -7.92% | +4.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 2.51% | -0.19% |
Volatility
RWMGX vs. VTV - Volatility Comparison
American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) has a higher volatility of 4.41% compared to Vanguard Value ETF (VTV) at 3.65%. This indicates that RWMGX's price experiences larger fluctuations and is considered to be riskier than VTV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RWMGX | VTV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 3.65% | +0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 7.71% | +0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 14.89% | +0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 13.88% | +0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 16.67% | -0.34% |