SPIDX vs. AWSHX
Compare and contrast key facts about Invesco S&P 500 Index Fund (SPIDX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
SPIDX is managed by Invesco. It was launched on Sep 26, 1997. 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: SPIDX or AWSHX.
Key characteristics
| SPIDX | AWSHX | |
|---|---|---|
| YTD Return | 26.84% | 21.89% |
| 1Y Return | 39.48% | 33.81% |
| 3Y Return (Ann) | 9.97% | 10.52% |
| 5Y Return (Ann) | 15.69% | 12.80% |
| 10Y Return (Ann) | 13.11% | 11.41% |
| Sharpe Ratio | 3.10 | 3.10 |
| Sortino Ratio | 4.12 | 4.26 |
| Omega Ratio | 1.58 | 1.58 |
| Calmar Ratio | 4.54 | 5.80 |
| Martin Ratio | 20.50 | 21.27 |
| Ulcer Index | 1.87% | 1.54% |
| Daily Std Dev | 12.39% | 10.58% |
| Max Drawdown | -55.30% | -53.26% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between SPIDX and AWSHX is 0.94, 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
SPIDX vs. AWSHX - Performance Comparison
In the year-to-date period, SPIDX achieves a 26.84% return, which is significantly higher than AWSHX's 21.89% return. Over the past 10 years, SPIDX has outperformed AWSHX with an annualized return of 13.11%, while AWSHX has yielded a comparatively lower 11.41% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SPIDX vs. AWSHX - Expense Ratio Comparison
SPIDX has a 0.29% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Risk-Adjusted Performance
SPIDX vs. AWSHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Index Fund (SPIDX) 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
SPIDX vs. AWSHX - Dividend Comparison
SPIDX's dividend yield for the trailing twelve months is around 0.97%, less than AWSHX's 1.45% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPIDX Invesco S&P 500 Index Fund | 0.97% | 1.23% | 1.13% | 0.98% | 1.28% | 1.50% | 1.81% | 1.49% | 1.49% | 1.74% | 1.38% | 1.60% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 1.45% | 1.67% | 1.95% | 1.41% | 1.73% | 1.83% | 2.09% | 1.87% | 1.92% | 2.11% | 2.04% | 4.96% |
Drawdowns
SPIDX vs. AWSHX - Drawdown Comparison
The maximum SPIDX drawdown since its inception was -55.30%, roughly equal to the maximum AWSHX drawdown of -53.26%. Use the drawdown chart below to compare losses from any high point for SPIDX and AWSHX. For additional features, visit the drawdowns tool.
Volatility
SPIDX vs. AWSHX - Volatility Comparison
Invesco S&P 500 Index Fund (SPIDX) has a higher volatility of 3.92% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 3.40%. This indicates that SPIDX'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.