CGNAX vs. WMFFX
Compare and contrast key facts about American Funds Growth and Income Portfolio (CGNAX) and Washington Mutual Investors Fund Class F-2 (WMFFX).
CGNAX is managed by American Funds. It was launched on May 17, 2012. WMFFX is a passively managed fund by American Funds that tracks the performance of the S&P 500. It was launched on Aug 5, 2008.
Performance
CGNAX vs. WMFFX - Performance Comparison
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CGNAX vs. WMFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CGNAX American Funds Growth and Income Portfolio | -2.54% | 17.85% | 14.51% | 18.73% | -15.96% | 16.36% | 16.31% | 21.78% | -5.88% | 18.99% |
WMFFX Washington Mutual Investors Fund Class F-2 | -3.14% | 17.42% | 19.24% | 16.96% | -8.27% | 28.71% | 7.89% | 25.03% | -5.98% | 20.23% |
Returns By Period
In the year-to-date period, CGNAX achieves a -2.54% return, which is significantly higher than WMFFX's -3.14% return. Over the past 10 years, CGNAX has underperformed WMFFX with an annualized return of 9.87%, while WMFFX has yielded a comparatively higher 12.23% annualized return.
CGNAX
- 1D
- 2.27%
- 1M
- -5.52%
- YTD
- -2.54%
- 6M
- -0.42%
- 1Y
- 15.52%
- 3Y*
- 14.20%
- 5Y*
- 7.75%
- 10Y*
- 9.87%
WMFFX
- 1D
- 2.21%
- 1M
- -5.84%
- YTD
- -3.14%
- 6M
- -1.31%
- 1Y
- 13.17%
- 3Y*
- 16.19%
- 5Y*
- 11.30%
- 10Y*
- 12.23%
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CGNAX vs. WMFFX - Expense Ratio Comparison
CGNAX has a 0.36% expense ratio, which is lower than WMFFX's 0.37% expense ratio.
Return for Risk
CGNAX vs. WMFFX — Risk / Return Rank
CGNAX
WMFFX
CGNAX vs. WMFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth and Income Portfolio (CGNAX) and Washington Mutual Investors Fund Class F-2 (WMFFX). 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.
| CGNAX | WMFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.88 | +0.37 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.36 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.20 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 1.36 | +0.45 |
Martin ratioReturn relative to average drawdown | 7.83 | 6.09 | +1.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CGNAX | WMFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.88 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.80 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.75 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.57 | +0.23 |
Correlation
The correlation between CGNAX and WMFFX is 0.93, 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
CGNAX vs. WMFFX - Dividend Comparison
CGNAX's dividend yield for the trailing twelve months is around 5.62%, less than WMFFX's 10.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGNAX American Funds Growth and Income Portfolio | 5.62% | 5.48% | 4.79% | 2.78% | 6.42% | 5.11% | 3.97% | 5.48% | 6.06% | 3.40% | 4.30% | 4.51% |
WMFFX Washington Mutual Investors Fund Class F-2 | 10.65% | 10.28% | 10.27% | 5.92% | 6.53% | 6.24% | 3.26% | 6.33% | 4.59% | 7.43% | 6.56% | 6.44% |
Drawdowns
CGNAX vs. WMFFX - Drawdown Comparison
The maximum CGNAX drawdown since its inception was -26.56%, smaller than the maximum WMFFX drawdown of -47.21%. Use the drawdown chart below to compare losses from any high point for CGNAX and WMFFX.
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Drawdown Indicators
| CGNAX | WMFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.56% | -47.21% | +20.65% |
Max Drawdown (1Y)Largest decline over 1 year | -8.84% | -10.37% | +1.53% |
Max Drawdown (5Y)Largest decline over 5 years | -23.14% | -18.53% | -4.61% |
Max Drawdown (10Y)Largest decline over 10 years | -26.56% | -34.63% | +8.07% |
Current DrawdownCurrent decline from peak | -6.20% | -6.33% | +0.13% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -5.40% | +1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 2.32% | -0.27% |
Volatility
CGNAX vs. WMFFX - Volatility Comparison
American Funds Growth and Income Portfolio (CGNAX) has a higher volatility of 4.79% compared to Washington Mutual Investors Fund Class F-2 (WMFFX) at 4.41%. This indicates that CGNAX's price experiences larger fluctuations and is considered to be riskier than WMFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CGNAX | WMFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.79% | 4.41% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 7.91% | 8.28% | -0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.85% | 15.31% | -2.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.54% | 14.13% | -1.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.15% | 16.33% | -3.18% |