WSHFX vs. ANWPX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) and American Funds New Perspective Fund Class A (ANWPX).
WSHFX is managed by American Funds. It was launched on Aug 5, 2008. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
WSHFX vs. ANWPX - Performance Comparison
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WSHFX vs. ANWPX - 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% |
ANWPX American Funds New Perspective Fund Class A | -5.30% | 21.33% | 16.76% | 24.63% | -25.92% | 17.64% | 33.42% | 30.10% | -5.99% | 28.91% |
Returns By Period
In the year-to-date period, WSHFX achieves a -3.20% return, which is significantly higher than ANWPX's -5.30% return. Both investments have delivered pretty close results over the past 10 years, with WSHFX having a 11.99% annualized return and ANWPX not far ahead at 12.32%.
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%
ANWPX
- 1D
- 3.10%
- 1M
- -6.93%
- YTD
- -5.30%
- 6M
- -3.65%
- 1Y
- 16.52%
- 3Y*
- 14.90%
- 5Y*
- 7.06%
- 10Y*
- 12.32%
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WSHFX vs. ANWPX - Expense Ratio Comparison
WSHFX has a 0.64% expense ratio, which is lower than ANWPX's 0.72% expense ratio.
Return for Risk
WSHFX vs. ANWPX — Risk / Return Rank
WSHFX
ANWPX
WSHFX vs. ANWPX - 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 New Perspective Fund Class A (ANWPX). 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 | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.01 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.33 | 1.55 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.21 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 1.42 | -0.08 |
Martin ratioReturn relative to average drawdown | 5.96 | 5.78 | +0.18 |
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 | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.01 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.41 | +0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.70 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.65 | -0.17 |
Correlation
The correlation between WSHFX and ANWPX is 0.86, 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. ANWPX - Dividend Comparison
WSHFX's dividend yield for the trailing twelve months is around 10.44%, more than ANWPX's 6.94% 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% |
ANWPX American Funds New Perspective Fund Class A | 6.94% | 6.57% | 5.13% | 5.36% | 4.16% | 7.01% | 4.13% | 3.67% | 7.59% | 5.50% | 3.86% | 6.14% |
Drawdowns
WSHFX vs. ANWPX - Drawdown Comparison
The maximum WSHFX drawdown since its inception was -53.94%, roughly equal to the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for WSHFX and ANWPX.
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Drawdown Indicators
| WSHFX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.94% | -52.34% | -1.60% |
Max Drawdown (1Y)Largest decline over 1 year | -10.36% | -11.75% | +1.39% |
Max Drawdown (5Y)Largest decline over 5 years | -18.69% | -34.45% | +15.76% |
Max Drawdown (10Y)Largest decline over 10 years | -34.67% | -34.45% | -0.22% |
Current DrawdownCurrent decline from peak | -6.36% | -8.73% | +2.37% |
Average DrawdownAverage peak-to-trough decline | -7.38% | -8.13% | +0.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.33% | 2.89% | -0.56% |
Volatility
WSHFX vs. ANWPX - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) is 4.41%, while American Funds New Perspective Fund Class A (ANWPX) has a volatility of 6.24%. This indicates that WSHFX experiences smaller price fluctuations and is considered to be less risky than ANWPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSHFX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 6.24% | -1.83% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 10.32% | -2.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 17.02% | -1.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 17.15% | -3.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 17.77% | -1.44% |