WSHFX vs. AMECX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) and American Funds The Income Fund of America Class A (AMECX).
WSHFX is managed by American Funds. It was launched on Aug 5, 2008. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
WSHFX vs. AMECX - Performance Comparison
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WSHFX vs. AMECX - 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% |
AMECX American Funds The Income Fund of America Class A | 2.83% | 17.77% | 10.84% | 6.79% | -6.40% | 17.37% | 4.49% | 18.50% | -5.27% | 12.58% |
Returns By Period
In the year-to-date period, WSHFX achieves a -3.20% return, which is significantly lower than AMECX's 2.83% return. Over the past 10 years, WSHFX has outperformed AMECX with an annualized return of 11.99%, while AMECX has yielded a comparatively lower 8.35% 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%
AMECX
- 1D
- 1.33%
- 1M
- -4.18%
- YTD
- 2.83%
- 6M
- 5.30%
- 1Y
- 15.39%
- 3Y*
- 12.45%
- 5Y*
- 8.08%
- 10Y*
- 8.35%
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WSHFX vs. AMECX - Expense Ratio Comparison
WSHFX has a 0.64% expense ratio, which is higher than AMECX's 0.56% expense ratio.
Return for Risk
WSHFX vs. AMECX — Risk / Return Rank
WSHFX
AMECX
WSHFX vs. AMECX - 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 The Income Fund of America Class A (AMECX). 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 | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.65 | -0.80 |
Sortino ratioReturn per unit of downside risk | 1.33 | 2.27 | -0.94 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.34 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 1.97 | -0.63 |
Martin ratioReturn relative to average drawdown | 5.96 | 9.13 | -3.17 |
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 | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.65 | -0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.86 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.79 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.72 | -0.24 |
Correlation
The correlation between WSHFX and AMECX is 0.92, 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. AMECX - Dividend Comparison
WSHFX's dividend yield for the trailing twelve months is around 10.44%, more than AMECX's 9.73% 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% |
AMECX American Funds The Income Fund of America Class A | 9.73% | 9.94% | 6.38% | 2.93% | 6.98% | 6.67% | 2.80% | 5.01% | 7.48% | 4.26% | 3.09% | 5.09% |
Drawdowns
WSHFX vs. AMECX - Drawdown Comparison
The maximum WSHFX drawdown since its inception was -53.94%, which is greater than AMECX's maximum drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for WSHFX and AMECX.
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Drawdown Indicators
| WSHFX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.94% | -41.92% | -12.02% |
Max Drawdown (1Y)Largest decline over 1 year | -10.36% | -8.19% | -2.17% |
Max Drawdown (5Y)Largest decline over 5 years | -18.69% | -15.78% | -2.91% |
Max Drawdown (10Y)Largest decline over 10 years | -34.67% | -26.13% | -8.54% |
Current DrawdownCurrent decline from peak | -6.36% | -4.48% | -1.88% |
Average DrawdownAverage peak-to-trough decline | -7.38% | -4.46% | -2.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.33% | 1.77% | +0.56% |
Volatility
WSHFX vs. AMECX - Volatility Comparison
American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) has a higher volatility of 4.41% compared to American Funds The Income Fund of America Class A (AMECX) at 3.35%. This indicates that WSHFX's price experiences larger fluctuations and is considered to be riskier than AMECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSHFX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 3.35% | +1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 5.64% | +2.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 9.54% | +5.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 9.45% | +4.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 10.67% | +5.66% |