SFCWX vs. AWSHX
Compare and contrast key facts about American Funds SMALLCAP World Fund Class F-3 (SFCWX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
SFCWX is managed by American Funds. It was launched on Apr 30, 1990. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
SFCWX vs. AWSHX - Performance Comparison
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SFCWX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SFCWX American Funds SMALLCAP World Fund Class F-3 | -0.95% | 14.49% | 2.72% | 19.34% | -29.65% | 10.54% | 37.95% | 31.29% | -9.45% | 11.61% |
AWSHX American Funds Washington Mutual Investors Fund Class A | -3.17% | 17.20% | 19.02% | 17.21% | -8.45% | 28.44% | 7.69% | 24.86% | -6.16% | 11.72% |
Returns By Period
In the year-to-date period, SFCWX achieves a -0.95% return, which is significantly higher than AWSHX's -3.17% return.
SFCWX
- 1D
- 3.47%
- 1M
- -7.80%
- YTD
- -0.95%
- 6M
- 1.31%
- 1Y
- 20.90%
- 3Y*
- 9.28%
- 5Y*
- 0.55%
- 10Y*
- —
AWSHX
- 1D
- 2.21%
- 1M
- -5.85%
- YTD
- -3.17%
- 6M
- -1.40%
- 1Y
- 12.98%
- 3Y*
- 16.12%
- 5Y*
- 11.18%
- 10Y*
- 12.07%
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SFCWX vs. AWSHX - Expense Ratio Comparison
SFCWX has a 0.66% expense ratio, which is higher than AWSHX's 0.58% expense ratio.
Return for Risk
SFCWX vs. AWSHX — Risk / Return Rank
SFCWX
AWSHX
SFCWX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds SMALLCAP World Fund Class F-3 (SFCWX) 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.
| SFCWX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 0.86 | +0.33 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.34 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 1.35 | +0.36 |
Martin ratioReturn relative to average drawdown | 6.53 | 6.00 | +0.53 |
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
| SFCWX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 0.86 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.80 | -0.77 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.62 | -0.18 |
Correlation
The correlation between SFCWX and AWSHX is 0.81, 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
SFCWX vs. AWSHX - Dividend Comparison
SFCWX's dividend yield for the trailing twelve months is around 5.15%, less than AWSHX's 10.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFCWX American Funds SMALLCAP World Fund Class F-3 | 5.15% | 5.10% | 0.98% | 0.98% | 0.34% | 9.05% | 1.58% | 4.19% | 7.01% | 4.47% | 0.00% | 0.00% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 10.44% | 10.08% | 10.06% | 6.14% | 6.31% | 6.05% | 3.06% | 6.19% | 4.36% | 7.26% | 6.37% | 6.25% |
Drawdowns
SFCWX vs. AWSHX - Drawdown Comparison
The maximum SFCWX drawdown since its inception was -39.54%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for SFCWX and AWSHX.
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Drawdown Indicators
| SFCWX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.54% | -53.95% | +14.41% |
Max Drawdown (1Y)Largest decline over 1 year | -11.81% | -10.37% | -1.44% |
Max Drawdown (5Y)Largest decline over 5 years | -39.54% | -18.64% | -20.90% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.65% | — |
Current DrawdownCurrent decline from peak | -8.75% | -6.35% | -2.40% |
Average DrawdownAverage peak-to-trough decline | -12.65% | -6.43% | -6.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 2.32% | +0.75% |
Volatility
SFCWX vs. AWSHX - Volatility Comparison
American Funds SMALLCAP World Fund Class F-3 (SFCWX) has a higher volatility of 7.61% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 4.41%. This indicates that SFCWX'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.
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Volatility by Period
| SFCWX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.61% | 4.41% | +3.20% |
Volatility (6M)Calculated over the trailing 6-month period | 11.81% | 8.28% | +3.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.93% | 15.30% | +2.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.04% | 14.12% | +3.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.49% | 16.33% | +2.16% |