Washington Mutual Investors Fund Class F-2 (WMFFX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WMFFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WMFFX
WMFFX charges 0.37% annually. There are 31 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | WMFFX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | WMFFX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | WMFFX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | WMFFX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | WMFFX vs VVIAX |
Best Risk-Adjusted Alternatives to WMFFX
WMFFX has a PortfoliosLab risk / return rank of 41. There are 253 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | WMFFX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | WMFFX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | WMFFX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | WMFFX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | WMFFX vs AVLVX |
Top Performing WMFFX Alternatives (YTD)
WMFFX is at 8.18% YTD. There are 272 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | WMFFX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | WMFFX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | WMFFX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | WMFFX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | WMFFX vs YAFFX |
Lowest Volatility Alternatives to WMFFX
WMFFX has 10.44% 1-year volatility. There are 75 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | WMFFX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | WMFFX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | WMFFX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | WMFFX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | WMFFX vs TMMAX |
Lowest Drawdown Alternatives to WMFFX
WMFFX has a 1-year max drawdown of -8.36%. There are 247 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | WMFFX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | WMFFX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | WMFFX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | WMFFX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | WMFFX vs SVAIX |
Other Mutual Funds from American Funds
The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.
Often Compared With WMFFX
Investors most often compare WMFFX with DAGVX, EICIX, GSFTX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare WMFFX with Any Fund or Stock
Compare WMFFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WMFFX with funds that move differently
Washington Mutual Investors Fund Class F-2 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WMFFX.
Explore WMFFX Diversifiers