WMFFX vs. CGNAX
Compare and contrast key facts about Washington Mutual Investors Fund Class F-2 (WMFFX) and American Funds Growth and Income Portfolio (CGNAX).
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. CGNAX is managed by American Funds. It was launched on May 17, 2012.
Performance
WMFFX vs. CGNAX - Performance Comparison
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WMFFX vs. CGNAX - 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% |
CGNAX American Funds Growth and Income Portfolio | -2.54% | 17.85% | 14.51% | 18.73% | -15.96% | 16.36% | 16.31% | 21.78% | -5.88% | 18.99% |
Returns By Period
In the year-to-date period, WMFFX achieves a -3.14% return, which is significantly lower than CGNAX's -2.54% return. Over the past 10 years, WMFFX has outperformed CGNAX with an annualized return of 12.23%, while CGNAX has yielded a comparatively lower 9.87% 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%
CGNAX
- 1D
- 2.27%
- 1M
- -5.52%
- YTD
- -2.54%
- 6M
- -0.42%
- 1Y
- 15.52%
- 3Y*
- 14.20%
- 5Y*
- 7.75%
- 10Y*
- 9.87%
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WMFFX vs. CGNAX - Expense Ratio Comparison
WMFFX has a 0.37% expense ratio, which is higher than CGNAX's 0.36% expense ratio.
Return for Risk
WMFFX vs. CGNAX — Risk / Return Rank
WMFFX
CGNAX
WMFFX vs. CGNAX - 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 Growth and Income Portfolio (CGNAX). 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 | CGNAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.25 | -0.37 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.84 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.26 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.82 | -0.45 |
Martin ratioReturn relative to average drawdown | 6.09 | 7.83 | -1.74 |
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 | CGNAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.25 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.62 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.75 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.80 | -0.23 |
Correlation
The correlation between WMFFX and CGNAX 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. CGNAX - Dividend Comparison
WMFFX's dividend yield for the trailing twelve months is around 10.65%, more than CGNAX's 5.62% 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% |
CGNAX American Funds Growth and Income Portfolio | 5.62% | 5.48% | 4.79% | 2.78% | 6.42% | 5.11% | 3.97% | 5.48% | 6.06% | 3.40% | 4.30% | 4.51% |
Drawdowns
WMFFX vs. CGNAX - Drawdown Comparison
The maximum WMFFX drawdown since its inception was -47.21%, which is greater than CGNAX's maximum drawdown of -26.56%. Use the drawdown chart below to compare losses from any high point for WMFFX and CGNAX.
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Drawdown Indicators
| WMFFX | CGNAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.21% | -26.56% | -20.65% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -8.84% | -1.53% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -23.14% | +4.61% |
Max Drawdown (10Y)Largest decline over 10 years | -34.63% | -26.56% | -8.07% |
Current DrawdownCurrent decline from peak | -6.33% | -6.20% | -0.13% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -3.48% | -1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 2.05% | +0.27% |
Volatility
WMFFX vs. CGNAX - Volatility Comparison
The current volatility for Washington Mutual Investors Fund Class F-2 (WMFFX) is 4.41%, while American Funds Growth and Income Portfolio (CGNAX) has a volatility of 4.79%. This indicates that WMFFX experiences smaller price fluctuations and is considered to be less risky than CGNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMFFX | CGNAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 4.79% | -0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 7.91% | +0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.31% | 12.85% | +2.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 12.54% | +1.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 13.15% | +3.18% |