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Asset Comparison and Correlation

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Investment horizon:

30 Days Login to change

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American Funds Washington Mutu vs T. Rowe Price Equity Income

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Daily Returns (%)

AWSHX

PRFDX

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Assuming 30 trading days horizon, American Funds Washington Mutual A is expected to generate about the same return on investment as T Rowe Price Equity Income.However, American is 1.02 times more volatile than T Rowe Price Equity Income. It trades about 0.66 of its potential returns per unit of risk. T Rowe Price Equity Income is currently producing about 0.67 per unit of risk. If you would invest 2,887 in T Rowe Price Equity Income on April 18, 2013 and sell it today you would earn a total of 209.00 from holding T Rowe Price Equity Income or generate 7.24% return on investment over 30 days.

Diversification

Almost no diversification

Overlapping area represents amount of risk that can be diversified away by holding American Funds Washington Mutu and T. Rowe Price Equity Income in the same portfolio assuming nothing else is changed

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Correlation Coefficient

0.94

Parameters

Time Period	1 Month [change]
Direction	Positive
Strength	Very Strong
Accuracy	100.0%
Values	Daily Returns

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Predicted Return Density

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Returns

AWSHX

PRFDX

American Funds Washington Mutual A

Alpha

Profile

American

Performance

35	Out Of 100

Over 30

Days

65% of all equities and portfolios perform better than American Funds Washington Mutual A. Compared with the overall equity markets, risk-adjusted returns on investments in American Funds Washington Mutual A are ranked lower than 35 (%) of all global equities and portfolios over the last 30 days.

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T Rowe Price Equity Income