RWMGX vs. WBREOX

Last updated Apr 2, 2026

Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) and CIT: BlackRock Equity Index Fund Class 1 (WBREOX).

RWMGX is managed by American Funds. WBREOX is a passively managed fund by BlackRock that tracks the performance of the S&P 500. It was launched on Jul 24, 2017.

Performance

RWMGX vs. WBREOX - 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 CIT: BlackRock Equity Index Fund Class 1 (WBREOX). The values are adjusted to include any dividend payments, if applicable.

RWMGX vs. WBREOX - Yearly Performance Comparison

	2026 (YTD)	2025
RWMGX American Funds Washington Mutual Investors Fund Class R-6	-3.10%	16.84%
WBREOX CIT: BlackRock Equity Index Fund Class 1	-4.34%	16.64%

Returns By Period

In the year-to-date period, RWMGX achieves a -3.10% return, which is significantly higher than WBREOX's -4.34% 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%

WBREOX

• 1D: 2.92%
• 1M: -5.03%
• YTD: -4.34%
• 6M: -2.14%
• 1Y: 17.34%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

RWMGX vs. WBREOX - Expense Ratio Comparison

RWMGX has a 0.27% expense ratio, which is higher than WBREOX's 0.02% 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%.

RWMGX

American Funds Washington Mutual Investors Fund Class R-6

WBREOX

CIT: BlackRock Equity Index Fund Class 1

Return for Risk

RWMGX vs. WBREOX — Risk / Return Rank

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

RWMGX

RWMGX Risk / Return Rank: 50
RWMGX Sharpe Ratio Rank: 40
RWMGX Sortino Ratio Rank: 45
RWMGX Omega Ratio Rank: 44
RWMGX Calmar Ratio Rank: 56
RWMGX Martin Ratio Rank: 63

WBREOX

WBREOX Risk / Return Rank: 36
WBREOX Sharpe Ratio Rank: 46
WBREOX Sortino Ratio Rank: 56
WBREOX Omega Ratio Rank: 53
WBREOX Calmar Ratio Rank: 11
WBREOX Martin Ratio Rank: 13

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RWMGX vs. WBREOX - 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 CIT: BlackRock Equity Index Fund Class 1 (WBREOX). 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	WBREOX	Difference
Sharpe ratio Return per unit of total volatility	0.89	1.03	-0.15
Sortino ratio Return per unit of downside risk	1.37	1.67	-0.30
Omega ratio Gain probability vs. loss probability	1.20	1.24	-0.04
Calmar ratio Return relative to maximum drawdown	1.38	0.47	+0.91
Martin ratio Return relative to average drawdown	6.17	1.79	+4.38
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

RWMGX vs. WBREOX - Sharpe Ratio Comparison

The current RWMGX Sharpe Ratio is 0.89, which is comparable to the WBREOX Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of RWMGX and WBREOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	RWMGX	WBREOX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.89	1.03	-0.15
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.82	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.76	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.79	0.54	+0.25

Correlation

The correlation between RWMGX and WBREOX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

RWMGX vs. WBREOX - Dividend Comparison

RWMGX's dividend yield for the trailing twelve months is around 10.74%, while WBREOX has not paid dividends to shareholders.

	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%
WBREOX CIT: BlackRock Equity Index Fund Class 1	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

RWMGX vs. WBREOX - Drawdown Comparison

The maximum RWMGX drawdown since its inception was -34.64%, which is greater than WBREOX's maximum drawdown of -19.07%. Use the drawdown chart below to compare losses from any high point for RWMGX and WBREOX.

Drawdown Indicators

	RWMGX	WBREOX	Difference
Max Drawdown Largest peak-to-trough decline	-34.64%	-19.07%	-15.57%
Max Drawdown (1Y) Largest decline over 1 year	-10.36%	-12.12%	+1.76%
Max Drawdown (5Y) Largest decline over 5 years	-18.46%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-34.64%	—	—
Current Drawdown Current decline from peak	-6.32%	-6.23%	-0.09%
Average Drawdown Average peak-to-trough decline	-3.14%	-2.87%	-0.27%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.32%	4.98%	-2.66%

Volatility

RWMGX vs. WBREOX - Volatility Comparison

The current volatility for American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) is 4.41%, while CIT: BlackRock Equity Index Fund Class 1 (WBREOX) has a volatility of 5.34%. This indicates that RWMGX experiences smaller price fluctuations and is considered to be less risky than WBREOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RWMGX	WBREOX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.41%	5.34%	-0.93%
Volatility (6M) Calculated over the trailing 6-month period	8.28%	9.66%	-1.38%
Volatility (1Y) Calculated over the trailing 1-year period	15.30%	20.07%	-4.77%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.13%	19.52%	-5.39%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.33%	19.52%	-3.19%