WMFFX vs. AMCPX
Compare and contrast key facts about Washington Mutual Investors Fund Class F-2 (WMFFX) and American Funds AMCAP Fund Class A (AMCPX).
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. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Performance
WMFFX vs. AMCPX - Performance Comparison
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WMFFX vs. AMCPX - 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% |
AMCPX American Funds AMCAP Fund Class A | -8.56% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
Returns By Period
In the year-to-date period, WMFFX achieves a -5.23% return, which is significantly higher than AMCPX's -8.56% return. Over the past 10 years, WMFFX has outperformed AMCPX with an annualized return of 11.98%, while AMCPX has yielded a comparatively lower 11.00% annualized return.
WMFFX
- 1D
- -0.03%
- 1M
- -7.88%
- YTD
- -5.23%
- 6M
- -3.44%
- 1Y
- 10.72%
- 3Y*
- 15.34%
- 5Y*
- 11.03%
- 10Y*
- 11.98%
AMCPX
- 1D
- 3.69%
- 1M
- -6.51%
- YTD
- -8.56%
- 6M
- -6.41%
- 1Y
- 14.53%
- 3Y*
- 15.78%
- 5Y*
- 6.65%
- 10Y*
- 11.00%
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WMFFX vs. AMCPX - Expense Ratio Comparison
WMFFX has a 0.37% expense ratio, which is lower than AMCPX's 0.65% expense ratio.
Return for Risk
WMFFX vs. AMCPX — Risk / Return Rank
WMFFX
AMCPX
WMFFX vs. AMCPX - 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 AMCAP Fund Class A (AMCPX). 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 | AMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 0.77 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.23 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.17 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.06 | -0.08 |
Martin ratioReturn relative to average drawdown | 4.45 | 4.25 | +0.20 |
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 | AMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 0.77 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.35 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.59 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.58 | -0.01 |
Correlation
The correlation between WMFFX and AMCPX 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. AMCPX - Dividend Comparison
WMFFX's dividend yield for the trailing twelve months is around 10.88%, more than AMCPX's 9.54% 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% |
AMCPX American Funds AMCAP Fund Class A | 9.54% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
Drawdowns
WMFFX vs. AMCPX - Drawdown Comparison
The maximum WMFFX drawdown since its inception was -47.21%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for WMFFX and AMCPX.
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Drawdown Indicators
| WMFFX | AMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.21% | -62.37% | +15.16% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -14.18% | +3.81% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -36.90% | +18.37% |
Max Drawdown (10Y)Largest decline over 10 years | -34.63% | -36.90% | +2.27% |
Current DrawdownCurrent decline from peak | -8.36% | -11.01% | +2.65% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -9.60% | +4.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 3.54% | -1.25% |
Volatility
WMFFX vs. AMCPX - Volatility Comparison
The current volatility for Washington Mutual Investors Fund Class F-2 (WMFFX) is 3.59%, while American Funds AMCAP Fund Class A (AMCPX) has a volatility of 6.69%. This indicates that WMFFX experiences smaller price fluctuations and is considered to be less risky than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMFFX | AMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 6.69% | -3.10% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 11.65% | -3.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.19% | 19.90% | -4.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.10% | 19.19% | -5.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 18.67% | -2.35% |