SMGIX vs. AWSHX
Compare and contrast key facts about Columbia Contrarian Core Fund (SMGIX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
SMGIX is managed by Columbia. It was launched on Dec 14, 1992. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
SMGIX vs. AWSHX - Performance Comparison
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SMGIX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMGIX Columbia Contrarian Core Fund | -5.63% | 17.35% | 23.33% | 32.12% | -18.64% | 24.18% | 22.21% | 32.95% | -8.95% | 20.57% |
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% | 20.03% |
Returns By Period
In the year-to-date period, SMGIX achieves a -5.63% return, which is significantly lower than AWSHX's -3.17% return. Over the past 10 years, SMGIX has outperformed AWSHX with an annualized return of 13.21%, while AWSHX has yielded a comparatively lower 12.07% annualized return.
SMGIX
- 1D
- 2.93%
- 1M
- -4.62%
- YTD
- -5.63%
- 6M
- -3.60%
- 1Y
- 15.81%
- 3Y*
- 18.40%
- 5Y*
- 10.92%
- 10Y*
- 13.21%
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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SMGIX vs. AWSHX - Expense Ratio Comparison
SMGIX has a 0.75% expense ratio, which is higher than AWSHX's 0.58% expense ratio.
Return for Risk
SMGIX vs. AWSHX — Risk / Return Rank
SMGIX
AWSHX
SMGIX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Contrarian Core Fund (SMGIX) 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.
| SMGIX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.86 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.34 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.19 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 1.35 | -0.01 |
Martin ratioReturn relative to average drawdown | 5.64 | 6.00 | -0.37 |
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
| SMGIX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.86 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.80 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.74 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.62 | +0.06 |
Correlation
The correlation between SMGIX and AWSHX is 0.93, 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
SMGIX vs. AWSHX - Dividend Comparison
SMGIX's dividend yield for the trailing twelve months is around 7.83%, less than AWSHX's 10.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMGIX Columbia Contrarian Core Fund | 7.83% | 7.39% | 9.69% | 3.08% | 10.61% | 13.70% | 7.69% | 5.87% | 10.17% | 4.89% | 0.76% | 5.86% |
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
SMGIX vs. AWSHX - Drawdown Comparison
The maximum SMGIX drawdown since its inception was -50.62%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for SMGIX and AWSHX.
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Drawdown Indicators
| SMGIX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.62% | -53.95% | +3.33% |
Max Drawdown (1Y)Largest decline over 1 year | -12.33% | -10.37% | -1.96% |
Max Drawdown (5Y)Largest decline over 5 years | -32.20% | -18.64% | -13.56% |
Max Drawdown (10Y)Largest decline over 10 years | -32.45% | -34.65% | +2.20% |
Current DrawdownCurrent decline from peak | -7.35% | -6.35% | -1.00% |
Average DrawdownAverage peak-to-trough decline | -6.77% | -6.43% | -0.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 2.32% | +0.61% |
Volatility
SMGIX vs. AWSHX - Volatility Comparison
Columbia Contrarian Core Fund (SMGIX) has a higher volatility of 5.29% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 4.41%. This indicates that SMGIX'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
| SMGIX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.29% | 4.41% | +0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 9.73% | 8.28% | +1.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.74% | 15.30% | +3.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.00% | 14.12% | +4.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.97% | 16.33% | +2.64% |