WMFFX vs. AIVSX
Compare and contrast key facts about Washington Mutual Investors Fund Class F-2 (WMFFX) and American Funds Investment Company of America Class A (AIVSX).
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. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
WMFFX vs. AIVSX - Performance Comparison
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WMFFX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
AIVSX American Funds Investment Company of America Class A | -4.87% | 20.47% | 24.90% | 28.56% | -15.50% | 25.10% | 14.47% | 24.10% | -8.21% | 19.54% |
Returns By Period
In the year-to-date period, WMFFX achieves a -3.14% return, which is significantly higher than AIVSX's -4.87% return. Over the past 10 years, WMFFX has underperformed AIVSX with an annualized return of 12.23%, while AIVSX has yielded a comparatively higher 12.88% annualized return.
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%
AIVSX
- 1D
- 3.05%
- 1M
- -5.90%
- YTD
- -4.87%
- 6M
- -3.21%
- 1Y
- 17.66%
- 3Y*
- 20.05%
- 5Y*
- 12.46%
- 10Y*
- 12.88%
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WMFFX vs. AIVSX - Expense Ratio Comparison
WMFFX has a 0.37% expense ratio, which is lower than AIVSX's 0.57% expense ratio.
Return for Risk
WMFFX vs. AIVSX — Risk / Return Rank
WMFFX
AIVSX
WMFFX vs. AIVSX - 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 Funds Investment Company of America Class A (AIVSX). 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 | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.04 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.59 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.72 | -0.36 |
Martin ratioReturn relative to average drawdown | 6.09 | 7.16 | -1.06 |
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 | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.04 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.78 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.78 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.67 | -0.10 |
Correlation
The correlation between WMFFX and AIVSX 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
WMFFX vs. AIVSX - Dividend Comparison
WMFFX's dividend yield for the trailing twelve months is around 10.65%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
AIVSX American Funds Investment Company of America Class A | 11.17% | 10.60% | 9.29% | 4.96% | 6.12% | 6.94% | 1.65% | 6.15% | 9.61% | 7.08% | 5.48% | 8.95% |
Drawdowns
WMFFX vs. AIVSX - Drawdown Comparison
The maximum WMFFX drawdown since its inception was -47.21%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for WMFFX and AIVSX.
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Drawdown Indicators
| WMFFX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.21% | -50.90% | +3.69% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -10.76% | +0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -24.31% | +5.78% |
Max Drawdown (10Y)Largest decline over 10 years | -34.63% | -31.09% | -3.54% |
Current DrawdownCurrent decline from peak | -6.33% | -7.34% | +1.01% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -5.93% | +0.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 2.59% | -0.27% |
Volatility
WMFFX vs. AIVSX - Volatility Comparison
The current volatility for Washington Mutual Investors Fund Class F-2 (WMFFX) is 4.41%, while American Funds Investment Company of America Class A (AIVSX) has a volatility of 5.75%. This indicates that WMFFX experiences smaller price fluctuations and is considered to be less risky than AIVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMFFX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 5.75% | -1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 9.93% | -1.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.31% | 17.56% | -2.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 15.96% | -1.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 16.55% | -0.22% |