IDIVX vs. WMFFX
Compare and contrast key facts about Integrity Dividend Harvest Fund (IDIVX) and Washington Mutual Investors Fund Class F-2 (WMFFX).
IDIVX is managed by IntegrityVikingFunds. It was launched on May 1, 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
IDIVX vs. WMFFX - Performance Comparison
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IDIVX vs. WMFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IDIVX Integrity Dividend Harvest Fund | 4.46% | 17.39% | 21.13% | 5.06% | 2.13% | 24.10% | -1.04% | 22.97% | -5.19% | 11.10% |
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, IDIVX achieves a 4.46% return, which is significantly higher than WMFFX's -5.23% return. Over the past 10 years, IDIVX has underperformed WMFFX with an annualized return of 10.72%, while WMFFX has yielded a comparatively higher 11.98% annualized return.
IDIVX
- 1D
- -0.14%
- 1M
- -4.22%
- YTD
- 4.46%
- 6M
- 7.39%
- 1Y
- 19.42%
- 3Y*
- 16.52%
- 5Y*
- 13.08%
- 10Y*
- 10.72%
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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IDIVX vs. WMFFX - Expense Ratio Comparison
IDIVX has a 0.95% expense ratio, which is higher than WMFFX's 0.37% expense ratio.
Return for Risk
IDIVX vs. WMFFX — Risk / Return Rank
IDIVX
WMFFX
IDIVX vs. WMFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Integrity Dividend Harvest Fund (IDIVX) 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.
| IDIVX | WMFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 0.77 | +0.70 |
Sortino ratioReturn per unit of downside risk | 2.06 | 1.21 | +0.85 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.18 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 0.98 | +0.76 |
Martin ratioReturn relative to average drawdown | 8.34 | 4.45 | +3.89 |
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
| IDIVX | WMFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 0.77 | +0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.95 | 0.79 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.74 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.57 | +0.14 |
Correlation
The correlation between IDIVX and WMFFX is 0.87, 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
IDIVX vs. WMFFX - Dividend Comparison
IDIVX's dividend yield for the trailing twelve months is around 6.70%, less than WMFFX's 10.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDIVX Integrity Dividend Harvest Fund | 6.70% | 7.19% | 8.89% | 3.13% | 3.59% | 2.83% | 3.67% | 7.27% | 10.21% | 8.31% | 1.11% | 0.00% |
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
IDIVX vs. WMFFX - Drawdown Comparison
The maximum IDIVX drawdown since its inception was -31.64%, smaller than the maximum WMFFX drawdown of -47.21%. Use the drawdown chart below to compare losses from any high point for IDIVX and WMFFX.
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Drawdown Indicators
| IDIVX | WMFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.64% | -47.21% | +15.57% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -10.37% | -0.99% |
Max Drawdown (5Y)Largest decline over 5 years | -16.34% | -18.53% | +2.19% |
Max Drawdown (10Y)Largest decline over 10 years | -31.64% | -34.63% | +2.99% |
Current DrawdownCurrent decline from peak | -4.44% | -8.36% | +3.92% |
Average DrawdownAverage peak-to-trough decline | -3.39% | -5.40% | +2.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 2.29% | +0.08% |
Volatility
IDIVX vs. WMFFX - Volatility Comparison
The current volatility for Integrity Dividend Harvest Fund (IDIVX) is 3.28%, while Washington Mutual Investors Fund Class F-2 (WMFFX) has a volatility of 3.59%. This indicates that IDIVX 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
| IDIVX | WMFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.28% | 3.59% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 7.27% | 7.98% | -0.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.95% | 15.19% | -1.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.89% | 14.10% | -0.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.91% | 16.32% | -1.41% |