GSFTX vs. WMFFX
Compare and contrast key facts about Columbia Dividend Income Fund (GSFTX) and Washington Mutual Investors Fund Class F-2 (WMFFX).
GSFTX is managed by Columbia. It was launched on Mar 4, 1998. 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
GSFTX vs. WMFFX - Performance Comparison
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GSFTX vs. WMFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GSFTX Columbia Dividend Income Fund | 1.58% | 15.88% | 15.00% | 10.57% | -4.94% | 26.26% | 7.75% | 28.12% | -4.38% | 20.16% |
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, GSFTX achieves a 1.58% return, which is significantly higher than WMFFX's -5.23% return. Both investments have delivered pretty close results over the past 10 years, with GSFTX having a 11.96% annualized return and WMFFX not far ahead at 11.98%.
GSFTX
- 1D
- 0.00%
- 1M
- -5.48%
- YTD
- 1.58%
- 6M
- 4.13%
- 1Y
- 14.74%
- 3Y*
- 14.46%
- 5Y*
- 10.53%
- 10Y*
- 11.96%
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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GSFTX vs. WMFFX - Expense Ratio Comparison
GSFTX has a 0.66% expense ratio, which is higher than WMFFX's 0.37% expense ratio.
Return for Risk
GSFTX vs. WMFFX — Risk / Return Rank
GSFTX
WMFFX
GSFTX vs. WMFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund (GSFTX) 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.
| GSFTX | WMFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 0.77 | +0.42 |
Sortino ratioReturn per unit of downside risk | 1.69 | 1.21 | +0.48 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.18 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 0.98 | +0.48 |
Martin ratioReturn relative to average drawdown | 6.80 | 4.45 | +2.35 |
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
| GSFTX | WMFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 0.77 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.79 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.74 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.57 | -0.03 |
Correlation
The correlation between GSFTX and WMFFX is 0.96, 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
GSFTX vs. WMFFX - Dividend Comparison
GSFTX's dividend yield for the trailing twelve months is around 5.31%, less than WMFFX's 10.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSFTX Columbia Dividend Income Fund | 5.31% | 5.35% | 6.02% | 4.96% | 3.87% | 2.87% | 1.74% | 2.90% | 7.63% | 4.00% | 3.77% | 8.27% |
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
GSFTX vs. WMFFX - Drawdown Comparison
The maximum GSFTX drawdown since its inception was -47.69%, roughly equal to the maximum WMFFX drawdown of -47.21%. Use the drawdown chart below to compare losses from any high point for GSFTX and WMFFX.
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Drawdown Indicators
| GSFTX | WMFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.69% | -47.21% | -0.48% |
Max Drawdown (1Y)Largest decline over 1 year | -10.18% | -10.37% | +0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -17.01% | -18.53% | +1.52% |
Max Drawdown (10Y)Largest decline over 10 years | -32.76% | -34.63% | +1.87% |
Current DrawdownCurrent decline from peak | -5.48% | -8.36% | +2.88% |
Average DrawdownAverage peak-to-trough decline | -6.40% | -5.40% | -1.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.18% | 2.29% | -0.11% |
Volatility
GSFTX vs. WMFFX - Volatility Comparison
The current volatility for Columbia Dividend Income Fund (GSFTX) is 2.90%, while Washington Mutual Investors Fund Class F-2 (WMFFX) has a volatility of 3.59%. This indicates that GSFTX 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
| GSFTX | WMFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.90% | 3.59% | -0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 6.81% | 7.98% | -1.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.61% | 15.19% | -1.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.28% | 14.10% | -0.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.68% | 16.32% | -0.64% |