WMFFX Alternatives & Similar Mutual Funds

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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	WMFFX vs FBLEX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	WMFFX vs FLCOX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	WMFFX vs SWLVX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	—	Jul 1998	WMFFX vs VIVIX
VVIAX	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 39. There are 245 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
FGIPX	Nomura Growth and Income Fund Institutional Class	96	—	Oct 1993	WMFFX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	WMFFX vs FGINX
VALAX	Al Frank Fund	96	—	May 2006	WMFFX vs VALAX
SABTX	SA U.S. Value Fund	95	—	Aug 1999	WMFFX vs SABTX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	95	—	Jun 2022	WMFFX vs AVLVX

Top Performing WMFFX Alternatives (YTD)

WMFFX is at 5.56% YTD. There are 274 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.

Symbol	Name	YTD Return	AUM	Inception
VALAX	Al Frank Fund	25.18%	—	May 2006	WMFFX vs VALAX
YAFFX	AMG Yacktman Focused Fund	23.48%	—	May 1997	WMFFX vs YAFFX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	23.32%	—	Jun 2022	WMFFX vs AVLVX
PKAIX	PIMCO RAE US Fund	21.63%	—	Jun 2015	WMFFX vs PKAIX
NPRTX	Neuberger Berman Large Cap Value Fund	20.12%	—	Jan 1975	WMFFX vs NPRTX

Lowest Volatility Alternatives to WMFFX

WMFFX has 10.56% 1-year volatility. There are 84 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	1.41%	—	Sep 2017	WMFFX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.65%	—	Feb 2021	WMFFX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.38%	—	Dec 1973	WMFFX vs RIDAX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.81%	—	Feb 1996	WMFFX vs FALGX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	8.36%	—	Dec 2007	WMFFX vs TMMAX

Lowest Drawdown Alternatives to WMFFX

WMFFX has a 1-year max drawdown of -8.36%. There are 246 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
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	WMFFX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	WMFFX vs HFCVX
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	WMFFX vs BUFBX
TORYX	Torray Fund	-4.50%	—	Dec 1990	WMFFX vs TORYX
SVAIX	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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	82	9.39%	—	Jul 1975	WMFFX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	45	8.86%	—	Jan 1934	WMFFX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	5.48%	—	Jul 1952	WMFFX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	30	8.89%	—	Dec 1973	WMFFX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	48	13.57%	—	May 2009	WMFFX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	68	14.25%	—	Aug 1978	WMFFX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	28	6.46%	—	Mar 1973	WMFFX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	30	8.83%	—	Dec 1973	WMFFX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	48	5.72%	—	Dec 1973	WMFFX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	21	4.20%	—	Jan 1967	WMFFX vs AMCPX

Often Compared With WMFFX

Investors most often compare WMFFX with DAGVX, EICIX, GSFTX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DAGVX	BNY Mellon Dynamic Value Fund	Large Cap Value Equities	83	15.61%	—	Sep 1995	WMFFX vs DAGVX
EICIX	EIC Value Fund	Large Cap Value Equities	16	3.69%	—	Apr 2011	WMFFX vs EICIX
GSFTX	Columbia Dividend Income Fund	Large Cap Value Equities	79	8.83%	—	Mar 1998	WMFFX vs GSFTX
PVAL	Putnam Focused Large Cap Value ETF	Large Cap Value Equities	87	12.96%	11.74B	May 2021	WMFFX vs PVAL
FELV	Fidelity Enhanced Large Cap Value ETF	Large Cap Value Equities	86	15.89%	3.04B	Nov 2023	WMFFX vs FELV
JAVA	JPMorgan Active Value ETF	Large Cap Value Equities	64	10.04%	6.67B	Oct 2021	WMFFX vs JAVA
IDIVX	Integrity Dividend Harvest Fund	Large Cap Value Equities	94	15.71%	—	May 2012	WMFFX vs IDIVX
VAPPX	VALIC Company I Capital Appreciation Fund	Large Cap Growth Equities	25	6.00%	—	Aug 2006	WMFFX vs VAPPX
FDVV	Fidelity High Dividend ETF	Large Cap Blend Equities, Dividend	64	8.39%	9.77B	Sep 2016	WMFFX vs FDVV
IVV	iShares Core S&P 500 ETF	S&P 500	59	8.20%	837.93B	May 2000	WMFFX vs IVV
QQQI	NEOS Nasdaq-100 High Income ETF	Nasdaq-100, Derivative Income	53	9.86%	12.65B	Jan 2024	WMFFX vs QQQI
NFFFX	American Funds New World Fund	Emerging Markets Equities	69	18.76%	—	Jun 1999	WMFFX vs NFFFX
FINFX	American Funds Fundamental Investors® Class F-2	Large Cap Blend Equities, Dividend	69	14.35%	—	Aug 1978	WMFFX vs FINFX
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	52	7.52%	—	Jul 1998	WMFFX vs ACIIX
OAKMX	Oakmark Fund Investor Class	Large Cap Value Equities	11	-2.01%	—	Aug 1991	WMFFX vs OAKMX
CGNAX	American Funds Growth and Income Portfolio	Diversified Portfolio	54	8.70%	—	May 2012	WMFFX vs CGNAX
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	56	9.50%	—	Feb 2001	WMFFX vs HDCTX
DGRO	iShares Core Dividend Growth ETF	Large Cap Growth Equities, Dividend	75	9.19%	41.89B	Jun 2014	WMFFX vs DGRO
FBALX	Fidelity Balanced Fund	Diversified Portfolio	85	9.80%	—	Nov 1986	WMFFX vs FBALX
VOO	Vanguard S&P 500 ETF	S&P 500	59	8.19%	1.70T	Sep 2010	WMFFX vs VOO

Compare WMFFX with Any Fund or Stock

Compare WMFFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

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

Washington Mutual Investors Fund Class F-2 (WMFFX) Alternatives