WMFFX vs. AUXFX
Compare and contrast key facts about Washington Mutual Investors Fund Class F-2 (WMFFX) and Auxier Focus Fund (AUXFX).
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. AUXFX is managed by Auxier Funds. It was launched on Jul 9, 1999.
Performance
WMFFX vs. AUXFX - Performance Comparison
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WMFFX vs. AUXFX - 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% |
AUXFX Auxier Focus Fund | 1.73% | 15.23% | 11.31% | 9.76% | -4.52% | 20.03% | 6.04% | 20.20% | -4.13% | 17.75% |
Returns By Period
In the year-to-date period, WMFFX achieves a -3.14% return, which is significantly lower than AUXFX's 1.73% return. Over the past 10 years, WMFFX has outperformed AUXFX with an annualized return of 12.23%, while AUXFX has yielded a comparatively lower 9.60% 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%
AUXFX
- 1D
- 1.45%
- 1M
- -3.79%
- YTD
- 1.73%
- 6M
- 3.90%
- 1Y
- 12.14%
- 3Y*
- 12.45%
- 5Y*
- 8.60%
- 10Y*
- 9.60%
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WMFFX vs. AUXFX - Expense Ratio Comparison
WMFFX has a 0.37% expense ratio, which is lower than AUXFX's 0.92% expense ratio.
Return for Risk
WMFFX vs. AUXFX — Risk / Return Rank
WMFFX
AUXFX
WMFFX vs. AUXFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Washington Mutual Investors Fund Class F-2 (WMFFX) and Auxier Focus Fund (AUXFX). 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 | AUXFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.00 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.45 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.21 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.62 | -0.25 |
Martin ratioReturn relative to average drawdown | 6.09 | 6.96 | -0.87 |
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 | AUXFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.00 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.71 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.63 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.57 | 0.00 |
Correlation
The correlation between WMFFX and AUXFX is 0.93, 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. AUXFX - Dividend Comparison
WMFFX's dividend yield for the trailing twelve months is around 10.65%, more than AUXFX's 2.79% 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% |
AUXFX Auxier Focus Fund | 2.79% | 2.84% | 3.41% | 4.38% | 3.02% | 2.49% | 2.36% | 6.03% | 6.82% | 5.52% | 2.77% | 5.76% |
Drawdowns
WMFFX vs. AUXFX - Drawdown Comparison
The maximum WMFFX drawdown since its inception was -47.21%, which is greater than AUXFX's maximum drawdown of -39.82%. Use the drawdown chart below to compare losses from any high point for WMFFX and AUXFX.
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Drawdown Indicators
| WMFFX | AUXFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.21% | -39.82% | -7.39% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -8.19% | -2.18% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -15.73% | -2.80% |
Max Drawdown (10Y)Largest decline over 10 years | -34.63% | -33.69% | -0.94% |
Current DrawdownCurrent decline from peak | -6.33% | -3.90% | -2.43% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -4.44% | -0.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 1.90% | +0.42% |
Volatility
WMFFX vs. AUXFX - Volatility Comparison
Washington Mutual Investors Fund Class F-2 (WMFFX) has a higher volatility of 4.41% compared to Auxier Focus Fund (AUXFX) at 3.37%. This indicates that WMFFX's price experiences larger fluctuations and is considered to be riskier than AUXFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMFFX | AUXFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 3.37% | +1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 6.55% | +1.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.31% | 12.14% | +3.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 12.22% | +1.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 15.20% | +1.13% |