VITSX vs. RWMGX
Compare and contrast key facts about Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) and American Funds Washington Mutual Investors Fund Class R-6 (RWMGX).
VITSX is managed by Vanguard. It was launched on Jul 7, 1997. RWMGX is managed by American Funds.
Performance
VITSX vs. RWMGX - Performance Comparison
Loading graphics...
VITSX vs. RWMGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VITSX Vanguard Total Stock Market Index Fund Institutional Shares | -3.97% | 17.14% | 23.25% | 26.51% | -19.51% | 25.74% | 20.99% | 30.80% | -5.18% | 21.16% |
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, VITSX achieves a -3.97% return, which is significantly lower than RWMGX's -3.10% return. Over the past 10 years, VITSX has outperformed RWMGX with an annualized return of 13.61%, while RWMGX has yielded a comparatively lower 12.45% annualized return.
VITSX
- 1D
- 2.98%
- 1M
- -5.09%
- YTD
- -3.97%
- 6M
- -1.96%
- 1Y
- 17.73%
- 3Y*
- 17.85%
- 5Y*
- 10.49%
- 10Y*
- 13.61%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VITSX vs. RWMGX - Expense Ratio Comparison
VITSX has a 0.03% 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
VITSX vs. RWMGX — Risk / Return Rank
VITSX
RWMGX
VITSX vs. RWMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) 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.
| VITSX | RWMGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.89 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.50 | 1.37 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 1.38 | +0.13 |
Martin ratioReturn relative to average drawdown | 7.24 | 6.17 | +1.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VITSX | RWMGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.89 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.82 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.76 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.79 | -0.33 |
Correlation
The correlation between VITSX and RWMGX is 0.95, 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
VITSX vs. RWMGX - Dividend Comparison
VITSX's dividend yield for the trailing twelve months is around 1.17%, less than RWMGX's 10.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VITSX Vanguard Total Stock Market Index Fund Institutional Shares | 1.17% | 1.12% | 1.27% | 1.43% | 1.66% | 1.21% | 1.42% | 1.77% | 2.04% | 1.71% | 1.93% | 1.99% |
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
VITSX vs. RWMGX - Drawdown Comparison
The maximum VITSX drawdown since its inception was -55.30%, which is greater than RWMGX's maximum drawdown of -34.64%. Use the drawdown chart below to compare losses from any high point for VITSX and RWMGX.
Loading graphics...
Drawdown Indicators
| VITSX | RWMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.30% | -34.64% | -20.66% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -10.36% | -2.05% |
Max Drawdown (5Y)Largest decline over 5 years | -25.36% | -18.46% | -6.90% |
Max Drawdown (10Y)Largest decline over 10 years | -34.97% | -34.64% | -0.33% |
Current DrawdownCurrent decline from peak | -6.21% | -6.32% | +0.11% |
Average DrawdownAverage peak-to-trough decline | -10.12% | -3.14% | -6.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 2.32% | +0.27% |
Volatility
VITSX vs. RWMGX - Volatility Comparison
Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) has a higher volatility of 5.49% compared to American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) at 4.41%. This indicates that VITSX'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.
Loading graphics...
Volatility by Period
| VITSX | RWMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 4.41% | +1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 9.79% | 8.28% | +1.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.61% | 15.30% | +3.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.37% | 14.13% | +3.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.40% | 16.33% | +2.07% |