WMFFX vs. FINFX
Compare and contrast key facts about Washington Mutual Investors Fund Class F-2 (WMFFX) and American Funds Fundamental Investors® Class F-2 (FINFX).
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. FINFX is managed by American Funds. It was launched on Aug 1, 1978.
Performance
WMFFX vs. FINFX - Performance Comparison
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WMFFX vs. FINFX - 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% |
FINFX American Funds Fundamental Investors® Class F-2 | -6.09% | 24.44% | 22.98% | 26.14% | -16.47% | 22.68% | 15.16% | 27.34% | -7.96% | 23.00% |
Returns By Period
In the year-to-date period, WMFFX achieves a -5.23% return, which is significantly higher than FINFX's -6.09% return. Over the past 10 years, WMFFX has underperformed FINFX with an annualized return of 11.98%, while FINFX has yielded a comparatively higher 13.15% 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%
FINFX
- 1D
- -0.64%
- 1M
- -9.88%
- YTD
- -6.09%
- 6M
- -2.00%
- 1Y
- 20.68%
- 3Y*
- 19.59%
- 5Y*
- 11.80%
- 10Y*
- 13.15%
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WMFFX vs. FINFX - Expense Ratio Comparison
WMFFX has a 0.37% expense ratio, which is lower than FINFX's 0.39% expense ratio.
Return for Risk
WMFFX vs. FINFX — Risk / Return Rank
WMFFX
FINFX
WMFFX vs. FINFX - 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 Fundamental Investors® Class F-2 (FINFX). 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 | FINFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.17 | -0.39 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.77 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.25 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.62 | -0.64 |
Martin ratioReturn relative to average drawdown | 4.45 | 7.29 | -2.84 |
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 | FINFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.17 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.71 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.75 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.55 | +0.01 |
Correlation
The correlation between WMFFX and FINFX 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. FINFX - Dividend Comparison
WMFFX's dividend yield for the trailing twelve months is around 10.88%, more than FINFX's 9.32% 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% |
FINFX American Funds Fundamental Investors® Class F-2 | 9.32% | 8.73% | 9.11% | 6.01% | 5.21% | 11.19% | 2.81% | 7.11% | 9.54% | 7.46% | 4.91% | 6.29% |
Drawdowns
WMFFX vs. FINFX - Drawdown Comparison
The maximum WMFFX drawdown since its inception was -47.21%, roughly equal to the maximum FINFX drawdown of -46.54%. Use the drawdown chart below to compare losses from any high point for WMFFX and FINFX.
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Drawdown Indicators
| WMFFX | FINFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.21% | -46.54% | -0.67% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -11.36% | +0.99% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -24.95% | +6.42% |
Max Drawdown (10Y)Largest decline over 10 years | -34.63% | -33.91% | -0.72% |
Current DrawdownCurrent decline from peak | -8.36% | -10.64% | +2.28% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -6.04% | +0.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 2.53% | -0.24% |
Volatility
WMFFX vs. FINFX - Volatility Comparison
The current volatility for Washington Mutual Investors Fund Class F-2 (WMFFX) is 3.59%, while American Funds Fundamental Investors® Class F-2 (FINFX) has a volatility of 4.98%. This indicates that WMFFX experiences smaller price fluctuations and is considered to be less risky than FINFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMFFX | FINFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 4.98% | -1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 10.65% | -2.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.19% | 17.95% | -2.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.10% | 16.67% | -2.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 17.65% | -1.33% |