TAIAX vs. AWSHX
Compare and contrast key facts about American Funds Tax-Aware Conservative Growth and Income Portfolio (TAIAX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
TAIAX is managed by American Funds. It was launched on May 17, 2012. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
TAIAX vs. AWSHX - Performance Comparison
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TAIAX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TAIAX American Funds Tax-Aware Conservative Growth and Income Portfolio | -1.07% | 13.27% | 10.09% | 11.74% | -10.18% | 13.47% | 7.46% | 16.26% | -2.17% | 14.25% |
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, TAIAX achieves a -1.07% return, which is significantly higher than AWSHX's -3.17% return. Over the past 10 years, TAIAX has underperformed AWSHX with an annualized return of 7.28%, while AWSHX has yielded a comparatively higher 12.07% annualized return.
TAIAX
- 1D
- 1.52%
- 1M
- -4.24%
- YTD
- -1.07%
- 6M
- 1.19%
- 1Y
- 11.00%
- 3Y*
- 10.32%
- 5Y*
- 6.15%
- 10Y*
- 7.28%
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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TAIAX vs. AWSHX - Expense Ratio Comparison
TAIAX has a 0.34% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Return for Risk
TAIAX vs. AWSHX — Risk / Return Rank
TAIAX
AWSHX
TAIAX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Tax-Aware Conservative Growth and Income Portfolio (TAIAX) 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.
| TAIAX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 0.86 | +0.56 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.34 | +0.65 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.19 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 1.35 | +0.42 |
Martin ratioReturn relative to average drawdown | 7.56 | 6.00 | +1.56 |
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
| TAIAX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 0.86 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.80 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.74 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.00 | 0.62 | +0.38 |
Correlation
The correlation between TAIAX 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.
Dividends
TAIAX vs. AWSHX - Dividend Comparison
TAIAX's dividend yield for the trailing twelve months is around 5.23%, less than AWSHX's 10.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TAIAX American Funds Tax-Aware Conservative Growth and Income Portfolio | 5.23% | 5.18% | 5.16% | 4.29% | 4.37% | 3.40% | 2.65% | 4.01% | 4.54% | 4.04% | 2.77% | 3.38% |
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
TAIAX vs. AWSHX - Drawdown Comparison
The maximum TAIAX drawdown since its inception was -21.42%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for TAIAX and AWSHX.
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Drawdown Indicators
| TAIAX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.42% | -53.95% | +32.53% |
Max Drawdown (1Y)Largest decline over 1 year | -6.62% | -10.37% | +3.75% |
Max Drawdown (5Y)Largest decline over 5 years | -16.76% | -18.64% | +1.88% |
Max Drawdown (10Y)Largest decline over 10 years | -21.42% | -34.65% | +13.23% |
Current DrawdownCurrent decline from peak | -4.73% | -6.35% | +1.62% |
Average DrawdownAverage peak-to-trough decline | -2.22% | -6.43% | +4.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.55% | 2.32% | -0.77% |
Volatility
TAIAX vs. AWSHX - Volatility Comparison
The current volatility for American Funds Tax-Aware Conservative Growth and Income Portfolio (TAIAX) is 3.33%, while American Funds Washington Mutual Investors Fund Class A (AWSHX) has a volatility of 4.41%. This indicates that TAIAX 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
| TAIAX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 4.41% | -1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 5.06% | 8.28% | -3.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.03% | 15.30% | -7.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.57% | 14.12% | -6.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.16% | 16.33% | -8.17% |