WSHFX vs. AIVSX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) and American Funds Investment Company of America Class A (AIVSX).
WSHFX is managed by American Funds. It was launched on Aug 5, 2008. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
WSHFX vs. AIVSX - Performance Comparison
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WSHFX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSHFX American Funds Washington Mutual Investors Fund Class F-1 | -3.20% | 17.13% | 18.94% | 17.15% | -8.50% | 28.36% | 7.62% | 24.82% | -6.27% | 19.91% |
AIVSX American Funds Investment Company of America Class A | -4.87% | 20.47% | 24.90% | 28.56% | -15.50% | 25.10% | 14.47% | 24.10% | -8.21% | 19.54% |
Returns By Period
In the year-to-date period, WSHFX achieves a -3.20% return, which is significantly higher than AIVSX's -4.87% return. Over the past 10 years, WSHFX has underperformed AIVSX with an annualized return of 11.99%, while AIVSX has yielded a comparatively higher 12.88% annualized return.
WSHFX
- 1D
- 2.21%
- 1M
- -5.86%
- YTD
- -3.20%
- 6M
- -1.44%
- 1Y
- 12.87%
- 3Y*
- 16.05%
- 5Y*
- 11.11%
- 10Y*
- 11.99%
AIVSX
- 1D
- 3.05%
- 1M
- -5.90%
- YTD
- -4.87%
- 6M
- -3.21%
- 1Y
- 17.66%
- 3Y*
- 20.05%
- 5Y*
- 12.46%
- 10Y*
- 12.88%
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WSHFX vs. AIVSX - Expense Ratio Comparison
WSHFX has a 0.64% expense ratio, which is higher than AIVSX's 0.57% expense ratio.
Return for Risk
WSHFX vs. AIVSX — Risk / Return Rank
WSHFX
AIVSX
WSHFX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) and American Funds Investment Company of America Class A (AIVSX). 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.
| WSHFX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.04 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.33 | 1.59 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 1.72 | -0.38 |
Martin ratioReturn relative to average drawdown | 5.96 | 7.16 | -1.19 |
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
| WSHFX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.04 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.78 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.78 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.67 | -0.19 |
Correlation
The correlation between WSHFX and AIVSX 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
WSHFX vs. AIVSX - Dividend Comparison
WSHFX's dividend yield for the trailing twelve months is around 10.44%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSHFX American Funds Washington Mutual Investors Fund Class F-1 | 10.44% | 10.08% | 10.05% | 6.11% | 6.28% | 6.01% | 3.02% | 6.17% | 4.28% | 7.19% | 6.32% | 6.18% |
AIVSX American Funds Investment Company of America Class A | 11.17% | 10.60% | 9.29% | 4.96% | 6.12% | 6.94% | 1.65% | 6.15% | 9.61% | 7.08% | 5.48% | 8.95% |
Drawdowns
WSHFX vs. AIVSX - Drawdown Comparison
The maximum WSHFX drawdown since its inception was -53.94%, which is greater than AIVSX's maximum drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for WSHFX and AIVSX.
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Drawdown Indicators
| WSHFX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.94% | -50.90% | -3.04% |
Max Drawdown (1Y)Largest decline over 1 year | -10.36% | -10.76% | +0.40% |
Max Drawdown (5Y)Largest decline over 5 years | -18.69% | -24.31% | +5.62% |
Max Drawdown (10Y)Largest decline over 10 years | -34.67% | -31.09% | -3.58% |
Current DrawdownCurrent decline from peak | -6.36% | -7.34% | +0.98% |
Average DrawdownAverage peak-to-trough decline | -7.38% | -5.93% | -1.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.33% | 2.59% | -0.26% |
Volatility
WSHFX vs. AIVSX - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) is 4.41%, while American Funds Investment Company of America Class A (AIVSX) has a volatility of 5.75%. This indicates that WSHFX experiences smaller price fluctuations and is considered to be less risky than AIVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSHFX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 5.75% | -1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 9.93% | -1.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 17.56% | -2.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 15.96% | -1.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 16.55% | -0.22% |