VINIX vs. RWMGX
Compare and contrast key facts about Vanguard Institutional Index Fund Institutional Shares (VINIX) and American Funds Washington Mutual Investors Fund Class R-6 (RWMGX).
VINIX is managed by Vanguard. It was launched on Jul 31, 1990. RWMGX is managed by American Funds.
Performance
VINIX vs. RWMGX - Performance Comparison
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VINIX vs. RWMGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VINIX Vanguard Institutional Index Fund Institutional Shares | -4.35% | 17.85% | 26.28% | 25.77% | -18.15% | 28.67% | 18.40% | 31.46% | -4.42% | 21.79% |
RWMGX American Funds Washington Mutual Investors Fund Class R-6 | -3.10% | 17.56% | 19.35% | 17.58% | -8.17% | 28.84% | 8.02% | 25.78% | -5.91% | 20.38% |
Returns By Period
In the year-to-date period, VINIX achieves a -4.35% return, which is significantly lower than RWMGX's -3.10% return. Over the past 10 years, VINIX has outperformed RWMGX with an annualized return of 14.13%, while RWMGX has yielded a comparatively lower 12.45% annualized return.
VINIX
- 1D
- 2.92%
- 1M
- -5.03%
- YTD
- -4.35%
- 6M
- -2.15%
- 1Y
- 17.32%
- 3Y*
- 18.69%
- 5Y*
- 11.91%
- 10Y*
- 14.13%
RWMGX
- 1D
- 2.22%
- 1M
- -5.83%
- YTD
- -3.10%
- 6M
- -1.25%
- 1Y
- 13.30%
- 3Y*
- 16.48%
- 5Y*
- 11.52%
- 10Y*
- 12.45%
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VINIX vs. RWMGX - Expense Ratio Comparison
VINIX has a 0.04% expense ratio, which is lower than RWMGX's 0.27% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
VINIX vs. RWMGX — Risk / Return Rank
VINIX
RWMGX
VINIX vs. RWMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Institutional Index Fund Institutional Shares (VINIX) and American Funds Washington Mutual Investors Fund Class R-6 (RWMGX). 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.
| VINIX | RWMGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.89 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.37 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.38 | +0.14 |
Martin ratioReturn relative to average drawdown | 7.30 | 6.17 | +1.14 |
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
| VINIX | RWMGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.89 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.82 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.76 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.79 | -0.20 |
Correlation
The correlation between VINIX and RWMGX is 0.96, 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
VINIX vs. RWMGX - Dividend Comparison
VINIX's dividend yield for the trailing twelve months is around 2.80%, less than RWMGX's 10.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VINIX Vanguard Institutional Index Fund Institutional Shares | 2.80% | 2.10% | 3.64% | 2.65% | 3.38% | 4.77% | 3.06% | 2.85% | 2.43% | 1.82% | 2.36% | 2.45% |
RWMGX American Funds Washington Mutual Investors Fund Class R-6 | 10.74% | 10.36% | 10.36% | 6.42% | 6.63% | 6.33% | 3.35% | 6.91% | 4.67% | 7.52% | 6.66% | 6.55% |
Drawdowns
VINIX vs. RWMGX - Drawdown Comparison
The maximum VINIX drawdown since its inception was -55.19%, which is greater than RWMGX's maximum drawdown of -34.64%. Use the drawdown chart below to compare losses from any high point for VINIX and RWMGX.
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Drawdown Indicators
| VINIX | RWMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.19% | -34.64% | -20.55% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -10.36% | -1.76% |
Max Drawdown (5Y)Largest decline over 5 years | -24.51% | -18.46% | -6.05% |
Max Drawdown (10Y)Largest decline over 10 years | -33.79% | -34.64% | +0.85% |
Current DrawdownCurrent decline from peak | -6.24% | -6.32% | +0.08% |
Average DrawdownAverage peak-to-trough decline | -8.56% | -3.14% | -5.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 2.32% | +0.20% |
Volatility
VINIX vs. RWMGX - Volatility Comparison
Vanguard Institutional Index Fund Institutional Shares (VINIX) has a higher volatility of 5.35% compared to American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) at 4.41%. This indicates that VINIX's price experiences larger fluctuations and is considered to be riskier than RWMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VINIX | RWMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 4.41% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 8.28% | +1.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.32% | 15.30% | +3.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.90% | 14.13% | +2.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.04% | 16.33% | +1.71% |