SOPAX vs. AWSHX
Compare and contrast key facts about ClearBridge Dividend Strategy Fund (SOPAX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
SOPAX is managed by Franklin Templeton. It was launched on Nov 6, 1992. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
SOPAX vs. AWSHX - Performance Comparison
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SOPAX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SOPAX ClearBridge Dividend Strategy Fund | -1.64% | 12.27% | 16.77% | 14.13% | -8.41% | 26.36% | 7.62% | 30.97% | -5.18% | 18.58% |
AWSHX American Funds Washington Mutual Investors Fund Class A | -5.27% | 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, SOPAX achieves a -1.64% return, which is significantly higher than AWSHX's -5.27% return. Both investments have delivered pretty close results over the past 10 years, with SOPAX having a 11.37% annualized return and AWSHX not far ahead at 11.82%.
SOPAX
- 1D
- 0.49%
- 1M
- -7.32%
- YTD
- -1.64%
- 6M
- -0.65%
- 1Y
- 9.19%
- 3Y*
- 13.27%
- 5Y*
- 10.13%
- 10Y*
- 11.37%
AWSHX
- 1D
- -0.03%
- 1M
- -7.89%
- YTD
- -5.27%
- 6M
- -3.14%
- 1Y
- 10.70%
- 3Y*
- 15.28%
- 5Y*
- 10.91%
- 10Y*
- 11.82%
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SOPAX vs. AWSHX - Expense Ratio Comparison
SOPAX has a 1.02% expense ratio, which is higher than AWSHX's 0.58% expense ratio.
Return for Risk
SOPAX vs. AWSHX — Risk / Return Rank
SOPAX
AWSHX
SOPAX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Dividend Strategy Fund (SOPAX) 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.
| SOPAX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 0.76 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.11 | 1.19 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.17 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 0.96 | -0.08 |
Martin ratioReturn relative to average drawdown | 3.89 | 4.37 | -0.48 |
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
| SOPAX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 0.76 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.78 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.73 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 0.62 | +0.33 |
Correlation
The correlation between SOPAX and AWSHX is 0.88, 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
SOPAX vs. AWSHX - Dividend Comparison
SOPAX's dividend yield for the trailing twelve months is around 13.58%, more than AWSHX's 10.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOPAX ClearBridge Dividend Strategy Fund | 13.58% | 13.65% | 9.54% | 9.20% | 5.68% | 9.93% | 1.76% | 7.32% | 6.56% | 6.75% | 3.03% | 1.53% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 10.67% | 10.08% | 10.06% | 6.14% | 6.31% | 6.05% | 3.06% | 6.19% | 4.36% | 7.26% | 6.37% | 6.25% |
Drawdowns
SOPAX vs. AWSHX - Drawdown Comparison
The maximum SOPAX drawdown since its inception was -46.78%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for SOPAX and AWSHX.
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Drawdown Indicators
| SOPAX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.78% | -53.95% | +7.17% |
Max Drawdown (1Y)Largest decline over 1 year | -9.94% | -10.37% | +0.43% |
Max Drawdown (5Y)Largest decline over 5 years | -19.31% | -18.64% | -0.67% |
Max Drawdown (10Y)Largest decline over 10 years | -34.72% | -34.65% | -0.07% |
Current DrawdownCurrent decline from peak | -7.59% | -8.37% | +0.78% |
Average DrawdownAverage peak-to-trough decline | -4.90% | -6.43% | +1.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.27% | 2.29% | -0.02% |
Volatility
SOPAX vs. AWSHX - Volatility Comparison
The current volatility for ClearBridge Dividend Strategy Fund (SOPAX) is 3.21%, while American Funds Washington Mutual Investors Fund Class A (AWSHX) has a volatility of 3.58%. This indicates that SOPAX experiences smaller price fluctuations and is considered to be less risky 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
| SOPAX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.21% | 3.58% | -0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 6.90% | 7.98% | -1.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.51% | 15.18% | -1.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.23% | 14.09% | +0.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.35% | 16.31% | +0.04% |