WMFFX vs. ACIIX
Compare and contrast key facts about Washington Mutual Investors Fund Class F-2 (WMFFX) and American Century Equity Income Fund Class I (ACIIX).
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. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
WMFFX vs. ACIIX - Performance Comparison
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WMFFX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
ACIIX American Century Equity Income Fund Class I | 2.73% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, WMFFX achieves a -5.23% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, WMFFX has outperformed ACIIX with an annualized return of 11.98%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
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%
ACIIX
- 1D
- 0.00%
- 1M
- -5.73%
- YTD
- 2.73%
- 6M
- 4.62%
- 1Y
- 9.92%
- 3Y*
- 9.70%
- 5Y*
- 7.47%
- 10Y*
- 8.89%
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WMFFX vs. ACIIX - Expense Ratio Comparison
WMFFX has a 0.37% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
WMFFX vs. ACIIX — Risk / Return Rank
WMFFX
ACIIX
WMFFX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Washington Mutual Investors Fund Class F-2 (WMFFX) and American Century Equity Income Fund Class I (ACIIX). 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.
| WMFFX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 0.93 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.35 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.19 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.11 | -0.13 |
Martin ratioReturn relative to average drawdown | 4.45 | 4.37 | +0.08 |
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
| WMFFX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 0.93 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.70 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.67 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.53 | +0.04 |
Correlation
The correlation between WMFFX and ACIIX is 0.91, 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
WMFFX vs. ACIIX - Dividend Comparison
WMFFX's dividend yield for the trailing twelve months is around 10.88%, more than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ACIIX American Century Equity Income Fund Class I | 10.28% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
WMFFX vs. ACIIX - Drawdown Comparison
The maximum WMFFX drawdown since its inception was -47.21%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for WMFFX and ACIIX.
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Drawdown Indicators
| WMFFX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.21% | -39.16% | -8.05% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -8.96% | -1.41% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -13.49% | -5.04% |
Max Drawdown (10Y)Largest decline over 10 years | -34.63% | -32.76% | -1.87% |
Current DrawdownCurrent decline from peak | -8.36% | -5.73% | -2.63% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -5.26% | -0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 2.30% | -0.01% |
Volatility
WMFFX vs. ACIIX - Volatility Comparison
Washington Mutual Investors Fund Class F-2 (WMFFX) has a higher volatility of 3.59% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that WMFFX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMFFX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 2.76% | +0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 6.05% | +1.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.19% | 11.61% | +3.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.10% | 10.74% | +3.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 13.37% | +2.95% |