WMFFX vs. ANWPX
Compare and contrast key facts about Washington Mutual Investors Fund Class F-2 (WMFFX) and American Funds New Perspective Fund Class A (ANWPX).
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. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
WMFFX vs. ANWPX - Performance Comparison
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WMFFX vs. ANWPX - 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% |
ANWPX American Funds New Perspective Fund Class A | -5.30% | 21.33% | 16.76% | 24.63% | -25.92% | 17.64% | 33.42% | 30.10% | -5.99% | 28.91% |
Returns By Period
In the year-to-date period, WMFFX achieves a -3.14% return, which is significantly higher than ANWPX's -5.30% return. Both investments have delivered pretty close results over the past 10 years, with WMFFX having a 12.23% annualized return and ANWPX not far ahead at 12.32%.
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%
ANWPX
- 1D
- 3.10%
- 1M
- -6.93%
- YTD
- -5.30%
- 6M
- -3.65%
- 1Y
- 16.52%
- 3Y*
- 14.90%
- 5Y*
- 7.06%
- 10Y*
- 12.32%
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WMFFX vs. ANWPX - Expense Ratio Comparison
WMFFX has a 0.37% expense ratio, which is lower than ANWPX's 0.72% expense ratio.
Return for Risk
WMFFX vs. ANWPX — Risk / Return Rank
WMFFX
ANWPX
WMFFX vs. ANWPX - 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 New Perspective Fund Class A (ANWPX). 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 | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.01 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.55 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.21 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.42 | -0.06 |
Martin ratioReturn relative to average drawdown | 6.09 | 5.78 | +0.32 |
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 | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.01 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.41 | +0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.70 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.65 | -0.08 |
Correlation
The correlation between WMFFX and ANWPX is 0.88, 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. ANWPX - Dividend Comparison
WMFFX's dividend yield for the trailing twelve months is around 10.65%, more than ANWPX's 6.94% 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% |
ANWPX American Funds New Perspective Fund Class A | 6.94% | 6.57% | 5.13% | 5.36% | 4.16% | 7.01% | 4.13% | 3.67% | 7.59% | 5.50% | 3.86% | 6.14% |
Drawdowns
WMFFX vs. ANWPX - Drawdown Comparison
The maximum WMFFX drawdown since its inception was -47.21%, smaller than the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for WMFFX and ANWPX.
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Drawdown Indicators
| WMFFX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.21% | -52.34% | +5.13% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -11.75% | +1.38% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -34.45% | +15.92% |
Max Drawdown (10Y)Largest decline over 10 years | -34.63% | -34.45% | -0.18% |
Current DrawdownCurrent decline from peak | -6.33% | -8.73% | +2.40% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -8.13% | +2.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 2.89% | -0.57% |
Volatility
WMFFX vs. ANWPX - Volatility Comparison
The current volatility for Washington Mutual Investors Fund Class F-2 (WMFFX) is 4.41%, while American Funds New Perspective Fund Class A (ANWPX) has a volatility of 6.24%. This indicates that WMFFX experiences smaller price fluctuations and is considered to be less risky than ANWPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMFFX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 6.24% | -1.83% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 10.32% | -2.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.31% | 17.02% | -1.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 17.15% | -3.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 17.77% | -1.44% |