SAIFX vs. AWSHX
Compare and contrast key facts about ClearBridge Large Cap Value Fund (SAIFX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
SAIFX is managed by Franklin Templeton. It was launched on May 29, 1958. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SAIFX or AWSHX.
Performance
SAIFX vs. AWSHX - Performance Comparison
Returns By Period
In the year-to-date period, SAIFX achieves a 15.82% return, which is significantly lower than AWSHX's 20.84% return. Over the past 10 years, SAIFX has underperformed AWSHX with an annualized return of 6.55%, while AWSHX has yielded a comparatively higher 11.17% annualized return.
SAIFX
15.82%
5.08%
11.35%
19.52%
7.59%
6.55%
AWSHX
20.84%
1.44%
10.72%
26.62%
12.30%
11.17%
Key characteristics
| SAIFX | AWSHX | |
|---|---|---|
| Sharpe Ratio | 1.88 | 2.57 |
| Sortino Ratio | 2.70 | 3.54 |
| Omega Ratio | 1.35 | 1.48 |
| Calmar Ratio | 3.63 | 4.78 |
| Martin Ratio | 9.70 | 17.12 |
| Ulcer Index | 2.01% | 1.58% |
| Daily Std Dev | 10.37% | 10.50% |
| Max Drawdown | -56.29% | -53.26% |
| Current Drawdown | 0.00% | -0.86% |
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SAIFX vs. AWSHX - Expense Ratio Comparison
SAIFX has a 0.56% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Correlation
The correlation between SAIFX and AWSHX is 0.91, 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.
Risk-Adjusted Performance
SAIFX vs. AWSHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Large Cap Value Fund (SAIFX) and American Funds Washington Mutual Investors Fund Class A (AWSHX). 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
SAIFX vs. AWSHX - Dividend Comparison
SAIFX's dividend yield for the trailing twelve months is around 1.24%, less than AWSHX's 1.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAIFX ClearBridge Large Cap Value Fund | 1.24% | 1.35% | 1.35% | 1.07% | 1.55% | 1.78% | 1.91% | 1.47% | 1.56% | 2.30% | 1.74% | 1.46% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 1.47% | 1.67% | 1.95% | 1.41% | 1.73% | 1.83% | 2.09% | 1.87% | 1.92% | 2.11% | 2.04% | 4.96% |
Drawdowns
SAIFX vs. AWSHX - Drawdown Comparison
The maximum SAIFX drawdown since its inception was -56.29%, which is greater than AWSHX's maximum drawdown of -53.26%. Use the drawdown chart below to compare losses from any high point for SAIFX and AWSHX. For additional features, visit the drawdowns tool.
Volatility
SAIFX vs. AWSHX - Volatility Comparison
ClearBridge Large Cap Value Fund (SAIFX) has a higher volatility of 4.35% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 3.42%. This indicates that SAIFX's price experiences larger fluctuations and is considered to be riskier than AWSHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.