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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SOPAX or AWSHX.
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.
Performance
SOPAX vs. AWSHX - Performance Comparison
Key characteristics
SOPAX:
0.15
AWSHX:
0.07
SOPAX:
0.30
AWSHX:
0.22
SOPAX:
1.05
AWSHX:
1.03
SOPAX:
0.13
AWSHX:
0.08
SOPAX:
0.37
AWSHX:
0.30
SOPAX:
6.18%
AWSHX:
4.20%
SOPAX:
15.57%
AWSHX:
17.35%
SOPAX:
-52.17%
AWSHX:
-53.16%
SOPAX:
-11.78%
AWSHX:
-8.40%
Returns By Period
In the year-to-date period, SOPAX achieves a -1.13% return, which is significantly higher than AWSHX's -1.77% return. Over the past 10 years, SOPAX has underperformed AWSHX with an annualized return of 5.10%, while AWSHX has yielded a comparatively higher 5.64% annualized return.
SOPAX
-1.13%
-2.80%
-8.42%
2.29%
7.75%
5.10%
AWSHX
-1.77%
-2.98%
-5.57%
1.54%
9.86%
5.64%
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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.
Risk-Adjusted Performance
SOPAX vs. AWSHX — Risk-Adjusted Performance Rank
SOPAX
AWSHX
SOPAX vs. AWSHX - Risk-Adjusted Performance 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.
Dividends
SOPAX vs. AWSHX - Dividend Comparison
SOPAX's dividend yield for the trailing twelve months is around 1.29%, less than AWSHX's 1.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOPAX ClearBridge Dividend Strategy Fund | 1.29% | 1.31% | 1.39% | 1.76% | 0.82% | 1.17% | 1.30% | 1.59% | 1.16% | 1.16% | 1.53% | 1.62% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 1.43% | 1.40% | 1.67% | 1.95% | 1.41% | 1.73% | 1.83% | 2.09% | 1.87% | 1.92% | 2.12% | 2.05% |
Drawdowns
SOPAX vs. AWSHX - Drawdown Comparison
The maximum SOPAX drawdown since its inception was -52.17%, roughly equal to the maximum AWSHX drawdown of -53.16%. Use the drawdown chart below to compare losses from any high point for SOPAX and AWSHX. For additional features, visit the drawdowns tool.
Volatility
SOPAX vs. AWSHX - Volatility Comparison
The current volatility for ClearBridge Dividend Strategy Fund (SOPAX) is 10.42%, while American Funds Washington Mutual Investors Fund Class A (AWSHX) has a volatility of 11.90%. 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.