WSHFX vs. SGOIX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) and First Eagle Overseas Fund Class I (SGOIX).
WSHFX is managed by American Funds. It was launched on Aug 5, 2008. SGOIX is managed by First Eagle.
Performance
WSHFX vs. SGOIX - Performance Comparison
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WSHFX vs. SGOIX - 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% |
SGOIX First Eagle Overseas Fund Class I | 3.80% | 39.06% | 6.45% | 10.73% | -7.86% | 5.25% | 7.25% | 17.90% | -9.95% | 14.38% |
Returns By Period
In the year-to-date period, WSHFX achieves a -3.20% return, which is significantly lower than SGOIX's 3.80% return. Over the past 10 years, WSHFX has outperformed SGOIX with an annualized return of 11.99%, while SGOIX has yielded a comparatively lower 8.31% 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%
SGOIX
- 1D
- 2.33%
- 1M
- -7.69%
- YTD
- 3.80%
- 6M
- 9.66%
- 1Y
- 29.85%
- 3Y*
- 16.77%
- 5Y*
- 10.05%
- 10Y*
- 8.31%
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WSHFX vs. SGOIX - Expense Ratio Comparison
WSHFX has a 0.64% expense ratio, which is lower than SGOIX's 0.88% expense ratio.
Return for Risk
WSHFX vs. SGOIX — Risk / Return Rank
WSHFX
SGOIX
WSHFX vs. SGOIX - 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 First Eagle Overseas Fund Class I (SGOIX). 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 | SGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 2.21 | -1.35 |
Sortino ratioReturn per unit of downside risk | 1.33 | 2.80 | -1.47 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.44 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 2.59 | -1.25 |
Martin ratioReturn relative to average drawdown | 5.96 | 10.79 | -4.83 |
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 | SGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 2.21 | -1.35 |
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 | 0.73 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.88 | -0.39 |
Correlation
The correlation between WSHFX and SGOIX is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
WSHFX vs. SGOIX - Dividend Comparison
WSHFX's dividend yield for the trailing twelve months is around 10.44%, more than SGOIX's 8.15% 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% |
SGOIX First Eagle Overseas Fund Class I | 8.15% | 8.45% | 8.49% | 2.45% | 3.81% | 5.92% | 0.47% | 5.70% | 3.36% | 3.59% | 3.80% | 1.58% |
Drawdowns
WSHFX vs. SGOIX - Drawdown Comparison
The maximum WSHFX drawdown since its inception was -53.94%, which is greater than SGOIX's maximum drawdown of -35.54%. Use the drawdown chart below to compare losses from any high point for WSHFX and SGOIX.
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Drawdown Indicators
| WSHFX | SGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.94% | -35.54% | -18.40% |
Max Drawdown (1Y)Largest decline over 1 year | -10.36% | -11.35% | +0.99% |
Max Drawdown (5Y)Largest decline over 5 years | -18.69% | -21.39% | +2.70% |
Max Drawdown (10Y)Largest decline over 10 years | -34.67% | -24.79% | -9.88% |
Current DrawdownCurrent decline from peak | -6.36% | -8.91% | +2.55% |
Average DrawdownAverage peak-to-trough decline | -7.38% | -4.57% | -2.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.33% | 2.72% | -0.39% |
Volatility
WSHFX vs. SGOIX - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) is 4.41%, while First Eagle Overseas Fund Class I (SGOIX) has a volatility of 6.40%. This indicates that WSHFX experiences smaller price fluctuations and is considered to be less risky than SGOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSHFX | SGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 6.40% | -1.99% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 9.85% | -1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 13.64% | +1.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 11.77% | +2.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 11.37% | +4.96% |