WSHFX vs. VDIGX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) and Vanguard Dividend Growth Fund (VDIGX).
WSHFX is managed by American Funds. It was launched on Aug 5, 2008. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Performance
WSHFX vs. VDIGX - Performance Comparison
Loading graphics...
WSHFX vs. VDIGX - 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% |
VDIGX Vanguard Dividend Growth Fund | -5.09% | 11.11% | 20.84% | 8.11% | -4.89% | 24.86% | 12.04% | 30.94% | 0.08% | 19.32% |
Returns By Period
In the year-to-date period, WSHFX achieves a -3.20% return, which is significantly higher than VDIGX's -5.09% return. Both investments have delivered pretty close results over the past 10 years, with WSHFX having a 11.99% annualized return and VDIGX not far behind at 11.54%.
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%
VDIGX
- 1D
- 2.04%
- 1M
- -6.43%
- YTD
- -5.09%
- 6M
- -2.58%
- 1Y
- 2.63%
- 3Y*
- 11.22%
- 5Y*
- 9.34%
- 10Y*
- 11.54%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WSHFX vs. VDIGX - Expense Ratio Comparison
WSHFX has a 0.64% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Return for Risk
WSHFX vs. VDIGX — Risk / Return Rank
WSHFX
VDIGX
WSHFX vs. VDIGX - 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 Vanguard Dividend Growth Fund (VDIGX). 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 | VDIGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.19 | +0.67 |
Sortino ratioReturn per unit of downside risk | 1.33 | 0.39 | +0.94 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.05 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 0.40 | +0.94 |
Martin ratioReturn relative to average drawdown | 5.96 | 1.57 | +4.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WSHFX | VDIGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.19 | +0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.68 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.74 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.60 | -0.12 |
Correlation
The correlation between WSHFX and VDIGX 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. VDIGX - Dividend Comparison
WSHFX's dividend yield for the trailing twelve months is around 10.44%, less than VDIGX's 25.87% 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% |
VDIGX Vanguard Dividend Growth Fund | 25.87% | 21.90% | 21.94% | 2.29% | 6.06% | 5.45% | 2.83% | 4.70% | 8.72% | 5.16% | 2.86% | 5.70% |
Drawdowns
WSHFX vs. VDIGX - Drawdown Comparison
The maximum WSHFX drawdown since its inception was -53.94%, which is greater than VDIGX's maximum drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for WSHFX and VDIGX.
Loading graphics...
Drawdown Indicators
| WSHFX | VDIGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.94% | -45.23% | -8.71% |
Max Drawdown (1Y)Largest decline over 1 year | -10.36% | -9.57% | -0.79% |
Max Drawdown (5Y)Largest decline over 5 years | -18.69% | -16.18% | -2.51% |
Max Drawdown (10Y)Largest decline over 10 years | -34.67% | -32.98% | -1.69% |
Current DrawdownCurrent decline from peak | -6.36% | -7.10% | +0.74% |
Average DrawdownAverage peak-to-trough decline | -7.38% | -6.67% | -0.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.33% | 2.45% | -0.12% |
Volatility
WSHFX vs. VDIGX - Volatility Comparison
American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) has a higher volatility of 4.41% compared to Vanguard Dividend Growth Fund (VDIGX) at 4.19%. This indicates that WSHFX's price experiences larger fluctuations and is considered to be riskier than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WSHFX | VDIGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 4.19% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 7.66% | +0.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 14.50% | +0.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 13.85% | +0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 15.69% | +0.64% |