WMFFX vs. FBALX
Compare and contrast key facts about Washington Mutual Investors Fund Class F-2 (WMFFX) and Fidelity Balanced Fund (FBALX).
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. FBALX is managed by Fidelity. It was launched on Nov 6, 1986.
Performance
WMFFX vs. FBALX - Performance Comparison
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WMFFX vs. FBALX - 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% |
FBALX Fidelity Balanced Fund | -3.70% | 15.11% | 16.09% | 20.31% | -18.29% | 18.27% | 22.45% | 24.40% | -3.98% | 16.52% |
Returns By Period
In the year-to-date period, WMFFX achieves a -5.23% return, which is significantly lower than FBALX's -3.70% return. Over the past 10 years, WMFFX has outperformed FBALX with an annualized return of 11.98%, while FBALX has yielded a comparatively lower 10.51% annualized return.
WMFFX
- 1D
- -0.03%
- 1M
- -7.89%
- YTD
- -5.23%
- 6M
- -3.05%
- 1Y
- 10.90%
- 3Y*
- 15.34%
- 5Y*
- 11.03%
- 10Y*
- 11.98%
FBALX
- 1D
- -0.16%
- 1M
- -5.81%
- YTD
- -3.70%
- 6M
- -0.91%
- 1Y
- 13.97%
- 3Y*
- 12.91%
- 5Y*
- 7.44%
- 10Y*
- 10.51%
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WMFFX vs. FBALX - Expense Ratio Comparison
WMFFX has a 0.37% expense ratio, which is lower than FBALX's 0.51% expense ratio.
Return for Risk
WMFFX vs. FBALX — Risk / Return Rank
WMFFX
FBALX
WMFFX vs. FBALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Washington Mutual Investors Fund Class F-2 (WMFFX) and Fidelity Balanced Fund (FBALX). 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 | FBALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.22 | -0.45 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.78 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.27 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.61 | -0.63 |
Martin ratioReturn relative to average drawdown | 4.45 | 7.56 | -3.11 |
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 | FBALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.22 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.62 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.83 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.78 | -0.22 |
Correlation
The correlation between WMFFX and FBALX 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. FBALX - Dividend Comparison
WMFFX's dividend yield for the trailing twelve months is around 10.88%, more than FBALX's 5.90% 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% |
FBALX Fidelity Balanced Fund | 5.90% | 5.69% | 5.67% | 2.28% | 8.06% | 9.66% | 5.90% | 4.24% | 10.99% | 7.90% | 3.07% | 7.70% |
Drawdowns
WMFFX vs. FBALX - Drawdown Comparison
The maximum WMFFX drawdown since its inception was -47.21%, which is greater than FBALX's maximum drawdown of -43.57%. Use the drawdown chart below to compare losses from any high point for WMFFX and FBALX.
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Drawdown Indicators
| WMFFX | FBALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.21% | -43.57% | -3.64% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -8.14% | -2.23% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -22.89% | +4.36% |
Max Drawdown (10Y)Largest decline over 10 years | -34.63% | -26.68% | -7.95% |
Current DrawdownCurrent decline from peak | -8.36% | -6.47% | -1.89% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -4.39% | -1.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 1.74% | +0.55% |
Volatility
WMFFX vs. FBALX - Volatility Comparison
Washington Mutual Investors Fund Class F-2 (WMFFX) and Fidelity Balanced Fund (FBALX) have volatilities of 3.59% and 3.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMFFX | FBALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 3.50% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 6.47% | +1.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.19% | 11.80% | +3.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.10% | 12.15% | +1.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 12.73% | +3.59% |