EICIX vs. WMFFX
Compare and contrast key facts about EIC Value Fund (EICIX) and Washington Mutual Investors Fund Class F-2 (WMFFX).
EICIX is managed by Equity Investment Corp. It was launched on Apr 29, 2011. 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
EICIX vs. WMFFX - Performance Comparison
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EICIX vs. WMFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EICIX EIC Value Fund | 1.56% | 16.01% | 11.55% | 12.91% | 0.90% | 30.08% | 4.27% | 22.64% | -7.80% | 14.42% |
WMFFX Washington Mutual Investors Fund Class F-2 | -5.23% | 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, EICIX achieves a 1.56% return, which is significantly higher than WMFFX's -5.23% return. Over the past 10 years, EICIX has underperformed WMFFX with an annualized return of 11.16%, while WMFFX has yielded a comparatively higher 11.98% annualized return.
EICIX
- 1D
- 0.11%
- 1M
- -6.86%
- YTD
- 1.56%
- 6M
- 3.82%
- 1Y
- 9.67%
- 3Y*
- 14.11%
- 5Y*
- 10.95%
- 10Y*
- 11.16%
WMFFX
- 1D
- -0.03%
- 1M
- -7.89%
- YTD
- -5.23%
- 6M
- -3.05%
- 1Y
- 10.90%
- 3Y*
- 15.34%
- 5Y*
- 11.03%
- 10Y*
- 11.98%
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EICIX vs. WMFFX - Expense Ratio Comparison
EICIX has a 0.95% expense ratio, which is higher than WMFFX's 0.37% expense ratio.
Return for Risk
EICIX vs. WMFFX — Risk / Return Rank
EICIX
WMFFX
EICIX vs. WMFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for EIC Value Fund (EICIX) 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.
| EICIX | WMFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 0.77 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.08 | 1.21 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.18 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 0.98 | +0.13 |
Martin ratioReturn relative to average drawdown | 4.17 | 4.45 | -0.28 |
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
| EICIX | WMFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 0.77 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.79 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.74 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.57 | +0.10 |
Correlation
The correlation between EICIX and WMFFX is 0.85, 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
EICIX vs. WMFFX - Dividend Comparison
EICIX's dividend yield for the trailing twelve months is around 8.81%, less than WMFFX's 10.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EICIX EIC Value Fund | 8.81% | 8.95% | 9.47% | 4.09% | 6.07% | 11.14% | 6.05% | 7.71% | 10.82% | 8.51% | 2.03% | 3.42% |
WMFFX Washington Mutual Investors Fund Class F-2 | 10.88% | 10.28% | 10.27% | 5.92% | 6.53% | 6.24% | 3.26% | 6.33% | 4.59% | 7.43% | 6.56% | 6.44% |
Drawdowns
EICIX vs. WMFFX - Drawdown Comparison
The maximum EICIX drawdown since its inception was -34.26%, smaller than the maximum WMFFX drawdown of -47.21%. Use the drawdown chart below to compare losses from any high point for EICIX and WMFFX.
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Drawdown Indicators
| EICIX | WMFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.26% | -47.21% | +12.95% |
Max Drawdown (1Y)Largest decline over 1 year | -11.10% | -10.37% | -0.73% |
Max Drawdown (5Y)Largest decline over 5 years | -17.36% | -18.53% | +1.17% |
Max Drawdown (10Y)Largest decline over 10 years | -34.26% | -34.63% | +0.37% |
Current DrawdownCurrent decline from peak | -7.53% | -8.36% | +0.83% |
Average DrawdownAverage peak-to-trough decline | -3.38% | -5.40% | +2.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 2.29% | +0.67% |
Volatility
EICIX vs. WMFFX - Volatility Comparison
The current volatility for EIC Value Fund (EICIX) is 3.15%, while Washington Mutual Investors Fund Class F-2 (WMFFX) has a volatility of 3.59%. This indicates that EICIX experiences smaller price fluctuations and is considered to be less risky 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
| EICIX | WMFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.15% | 3.59% | -0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 8.16% | 7.98% | +0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.07% | 15.19% | +0.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.55% | 14.10% | +0.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.25% | 16.32% | -0.07% |