WMFFX vs. FEQIX
Compare and contrast key facts about Washington Mutual Investors Fund Class F-2 (WMFFX) and Fidelity Equity-Income Fund (FEQIX).
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. FEQIX is managed by Fidelity. It was launched on May 16, 1966.
Performance
WMFFX vs. FEQIX - Performance Comparison
Loading graphics...
WMFFX vs. FEQIX - 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% |
FEQIX Fidelity Equity-Income Fund | 1.32% | 18.96% | 15.34% | 10.62% | -5.10% | 24.49% | 6.77% | 27.90% | -8.46% | 12.80% |
Returns By Period
In the year-to-date period, WMFFX achieves a -5.23% return, which is significantly lower than FEQIX's 1.32% return. Both investments have delivered pretty close results over the past 10 years, with WMFFX having a 11.98% annualized return and FEQIX not far behind at 11.41%.
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%
FEQIX
- 1D
- 0.04%
- 1M
- -6.45%
- YTD
- 1.32%
- 6M
- 5.37%
- 1Y
- 16.73%
- 3Y*
- 15.21%
- 5Y*
- 10.74%
- 10Y*
- 11.41%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WMFFX vs. FEQIX - Expense Ratio Comparison
WMFFX has a 0.37% expense ratio, which is lower than FEQIX's 0.57% expense ratio.
Return for Risk
WMFFX vs. FEQIX — Risk / Return Rank
WMFFX
FEQIX
WMFFX vs. FEQIX - 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 Equity-Income Fund (FEQIX). 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 | FEQIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.25 | -0.48 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.77 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.28 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.49 | -0.51 |
Martin ratioReturn relative to average drawdown | 4.45 | 7.32 | -2.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WMFFX | FEQIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.25 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.80 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.74 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.50 | +0.07 |
Correlation
The correlation between WMFFX and FEQIX is 0.95, 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. FEQIX - Dividend Comparison
WMFFX's dividend yield for the trailing twelve months is around 10.88%, more than FEQIX's 4.91% 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% |
FEQIX Fidelity Equity-Income Fund | 4.91% | 4.67% | 5.51% | 4.26% | 4.56% | 9.90% | 3.38% | 7.16% | 9.76% | 6.29% | 4.28% | 12.17% |
Drawdowns
WMFFX vs. FEQIX - Drawdown Comparison
The maximum WMFFX drawdown since its inception was -47.21%, smaller than the maximum FEQIX drawdown of -62.38%. Use the drawdown chart below to compare losses from any high point for WMFFX and FEQIX.
Loading graphics...
Drawdown Indicators
| WMFFX | FEQIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.21% | -62.38% | +15.17% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -11.05% | +0.68% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -17.20% | -1.33% |
Max Drawdown (10Y)Largest decline over 10 years | -34.63% | -33.12% | -1.51% |
Current DrawdownCurrent decline from peak | -8.36% | -6.45% | -1.91% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -8.04% | +2.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 2.25% | +0.04% |
Volatility
WMFFX vs. FEQIX - Volatility Comparison
Washington Mutual Investors Fund Class F-2 (WMFFX) has a higher volatility of 3.59% compared to Fidelity Equity-Income Fund (FEQIX) at 3.33%. This indicates that WMFFX's price experiences larger fluctuations and is considered to be riskier than FEQIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WMFFX | FEQIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 3.33% | +0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 7.06% | +0.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.19% | 14.30% | +0.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.10% | 13.47% | +0.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 15.49% | +0.83% |