Registry rank 17 · Portfolio as of 2026-04-30
Washington Mutual Investors Fund
AWSHX · CWMAX · CWMCX · CWMEX · CWMFX · FWMIX · FWMMX · FWWMX · RWEBX · RWMAX · RWMBX · RWMCX · RWMEX · RWMFX · RWMGX · RWMHX · TMWMX · TWMMX · WMFFX · WSHCX · WSHFX
Filed fees in dollars
Assumptions for each dollar figure: $100,000 starting amount · 5.0% annual return · annual compounding · fees deducted annually · 0.00% computed index-control baseline. Methodology.
| Share class and filing | 10 years | 20 years | 30 years |
|---|---|---|---|
| AWSHX0.55% · SEC expense filing · as of 2026-06-30 | $8,334 | $26,456 | $63,001 |
| CWMAX0.58% · SEC expense filing · as of 2026-06-30 | $8,777 | $27,824 | $66,169 |
| CWMCX1.36% · SEC expense filing · as of 2026-06-30 | $19,910 | $60,898 | $139,899 |
| CWMEX0.84% · SEC expense filing · as of 2026-06-30 | $12,572 | $39,376 | $92,546 |
| CWMFXExpense ratio not filed yet | Not filed yet | Not filed yet | Not filed yet |
| FWMIX0.26% · SEC expense filing · as of 2026-06-30 | $3,989 | $12,836 | $30,979 |
| FWMMX0.35% · SEC expense filing · as of 2026-06-30 | $5,349 | $17,140 | $41,194 |
| FWWMX0.31% · SEC expense filing · as of 2026-06-30 | $4,746 | $15,235 | $36,686 |
| RWEBX1.06% · SEC expense filing · as of 2026-06-30 | $15,717 | $48,732 | $113,421 |
| RWMAX1.35% · SEC expense filing · as of 2026-06-30 | $19,772 | $60,503 | $139,051 |
| RWMBX1.35% · SEC expense filing · as of 2026-06-30 | $19,772 | $60,503 | $139,051 |
| RWMCX0.91% · SEC expense filing · as of 2026-06-30 | $13,579 | $42,394 | $99,328 |
| RWMEX0.61% · SEC expense filing · as of 2026-06-30 | $9,220 | $29,185 | $69,311 |
| RWMFX0.31% · SEC expense filing · as of 2026-06-30 | $4,746 | $15,235 | $36,686 |
| RWMGX0.26% · SEC expense filing · as of 2026-06-30 | $3,989 | $12,836 | $30,979 |
| RWMHX0.41% · SEC expense filing · as of 2026-06-30 | $6,250 | $19,970 | $47,864 |
| TMWMXExpense ratio not filed yet | Not filed yet | Not filed yet | Not filed yet |
| TWMMXExpense ratio not filed yet | Not filed yet | Not filed yet | Not filed yet |
| WMFFX0.37% · SEC expense filing · as of 2026-06-30 | $5,650 | $18,086 | $43,430 |
| WSHCX1.31% · SEC expense filing · as of 2026-06-30 | $19,219 | $58,917 | $135,639 |
| WSHFX0.62% · SEC expense filing · as of 2026-06-30 | $9,367 | $29,637 | $70,352 |
These figures are illustrations, not predictions or personalized advice. Returns and fees can differ. Read the research disclaimer.
Change the illustration
Assumptions for the dollar figures below: $100,000 starting amount; 5.0% annual return; 20 years; annual compounding; fees deducted annually; 0.00% computed index-control baseline. AWSHX SEC expense filing, as of 2026-06-30. Methodology.
| Result | Amount |
|---|---|
| Ending value at baseline | $265,330 |
| Ending value at filed expense ratio | $238,874 |
| Difference attributed to fee drag | $26,456 |
This is an illustration, not a prediction or personalized advice. Returns and fees can differ. Read the research disclaimer.
Largest active differences vs IVV
The bars are labeled and repeated in the table; color is not the only signal. Linked company names open Buy Like Buffett’s company record; Sensible Investor does not score stocks.
| Holding | Fund | IVV | Difference |
|---|---|---|---|
| NVIDIA Corp. | 1.72% | 7.58% | -5.86% |
| Broadcom, Inc. | 7.86% | 2.63% | +5.23% |
| Apple, Inc. | 2.54% | 6.67% | -4.12% |
| Philip Morris International, Inc. | 3.61% | 0.46% | +3.15% |
| Amazon.com, Inc. | 0.69% | 3.64% | -2.95% |
| Tesla, Inc. | 0.00% | 1.87% | -1.87% |
| Alphabet, Inc. | 3.74% | 5.40% | -1.66% |
| Welltower, Inc. | 1.79% | 0.25% | +1.55% |
| Berkshire Hathaway, Inc. | 0.04% | 1.57% | -1.53% |
| Marsh & McLennan Cos., Inc. | 1.64% | 0.15% | +1.49% |
Source and verification
SEC N-PORT filing · filed 2026-06-26 · period 2026-04-30
SEC expense filing · period 2026-06-30