VLISX vs. AWSHX
Compare and contrast key facts about Vanguard Large-Cap Index Fund Institutional Shares (VLISX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
VLISX is managed by Vanguard. It was launched on Jun 30, 2005. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
VLISX vs. AWSHX - Performance Comparison
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VLISX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VLISX Vanguard Large-Cap Index Fund Institutional Shares | -7.50% | 18.11% | 25.12% | 27.26% | -19.68% | 27.04% | 21.04% | 31.38% | -4.47% | 22.04% |
AWSHX American Funds Washington Mutual Investors Fund Class A | -5.27% | 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, VLISX achieves a -7.50% return, which is significantly lower than AWSHX's -5.27% return. Over the past 10 years, VLISX has outperformed AWSHX with an annualized return of 13.71%, while AWSHX has yielded a comparatively lower 11.82% annualized return.
VLISX
- 1D
- -0.38%
- 1M
- -7.67%
- YTD
- -7.50%
- 6M
- -5.21%
- 1Y
- 14.28%
- 3Y*
- 17.32%
- 5Y*
- 10.93%
- 10Y*
- 13.71%
AWSHX
- 1D
- -0.03%
- 1M
- -7.89%
- YTD
- -5.27%
- 6M
- -3.14%
- 1Y
- 10.70%
- 3Y*
- 15.28%
- 5Y*
- 10.91%
- 10Y*
- 11.82%
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VLISX vs. AWSHX - Expense Ratio Comparison
VLISX has a 0.04% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Return for Risk
VLISX vs. AWSHX — Risk / Return Rank
VLISX
AWSHX
VLISX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Large-Cap Index Fund Institutional Shares (VLISX) 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.
| VLISX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.76 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.19 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.17 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 0.96 | +0.07 |
Martin ratioReturn relative to average drawdown | 4.94 | 4.37 | +0.58 |
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
| VLISX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.76 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.78 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.73 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.62 | -0.07 |
Correlation
The correlation between VLISX and AWSHX 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
VLISX vs. AWSHX - Dividend Comparison
VLISX's dividend yield for the trailing twelve months is around 1.17%, less than AWSHX's 10.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLISX Vanguard Large-Cap Index Fund Institutional Shares | 1.17% | 1.08% | 1.24% | 1.41% | 1.67% | 1.19% | 1.46% | 1.81% | 2.09% | 1.76% | 1.99% | 1.97% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 10.67% | 10.08% | 10.06% | 6.14% | 6.31% | 6.05% | 3.06% | 6.19% | 4.36% | 7.26% | 6.37% | 6.25% |
Drawdowns
VLISX vs. AWSHX - Drawdown Comparison
The maximum VLISX drawdown since its inception was -54.48%, roughly equal to the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for VLISX and AWSHX.
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Drawdown Indicators
| VLISX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.48% | -53.95% | -0.53% |
Max Drawdown (1Y)Largest decline over 1 year | -12.17% | -10.37% | -1.80% |
Max Drawdown (5Y)Largest decline over 5 years | -25.65% | -18.64% | -7.01% |
Max Drawdown (10Y)Largest decline over 10 years | -33.97% | -34.65% | +0.68% |
Current DrawdownCurrent decline from peak | -9.19% | -8.37% | -0.82% |
Average DrawdownAverage peak-to-trough decline | -6.78% | -6.43% | -0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 2.29% | +0.26% |
Volatility
VLISX vs. AWSHX - Volatility Comparison
Vanguard Large-Cap Index Fund Institutional Shares (VLISX) has a higher volatility of 4.23% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 3.58%. This indicates that VLISX'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.
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Volatility by Period
| VLISX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 3.58% | +0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 9.12% | 7.98% | +1.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.24% | 15.18% | +3.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.12% | 14.09% | +3.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.16% | 16.31% | +1.85% |