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WMFFX vs. GQHPX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

WMFFX vs. GQHPX

Last updated Apr 2, 2026

Compare and contrast key facts about Washington Mutual Investors Fund Class F-2 (WMFFX) and GQG Partners US Quality Dividend Income Fund (GQHPX).

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. GQHPX is managed by GQG Partners Inc. It was launched on Jun 29, 2021.

Performance

WMFFX vs. GQHPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Washington Mutual Investors Fund Class F-2 (WMFFX) and GQG Partners US Quality Dividend Income Fund (GQHPX). The values are adjusted to include any dividend payments, if applicable.

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WMFFX vs. GQHPX - Yearly Performance Comparison

2026 (YTD)20252024202320222021
WMFFX
Washington Mutual Investors Fund Class F-2		-3.14%17.42%19.24%16.96%-8.27%11.46%
GQHPX
GQG Partners US Quality Dividend Income Fund		11.80%7.53%12.69%3.94%6.73%10.34%

Returns By Period

In the year-to-date period, WMFFX achieves a -3.14% return, which is significantly lower than GQHPX's 11.80% 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%

GQHPX

1D
-0.14%
1M
-2.01%
YTD
11.80%
6M
11.28%
1Y
11.07%
3Y*
12.71%
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Washington Mutual Investors Fund Class F-2

GQG Partners US Quality Dividend Income Fund

Often compared with WMFFX:
WMFFX vs. DAGVXWMFFX vs. EICIXWMFFX vs. GSFTXWMFFX vs. FELVWMFFX vs. PVALWMFFX vs. FDVVWMFFX vs. IDIVX
Often compared with GQHPX:
GQHPX vs. CGDVGQHPX vs. FEQIXGQHPX vs. FWWFXGQHPX vs. PRWCXGQHPX vs. VDIGXGQHPX vs. LSGRXGQHPX vs. LSGR

WMFFX vs. GQHPX - Expense Ratio Comparison

WMFFX has a 0.37% expense ratio, which is lower than GQHPX's 0.57% expense ratio.

GQHPX
GQG Partners US Quality Dividend Income Fund
WMFFX
Washington Mutual Investors Fund Class F-2

Return for Risk

WMFFX vs. GQHPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
WMFFX
WMFFX Risk / Return Rank: 4646
Overall Rank
WMFFX Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
WMFFX Sortino Ratio Rank: 4141
Sortino Ratio Rank
WMFFX Omega Ratio Rank: 4141
Omega Ratio Rank
WMFFX Calmar Ratio Rank: 5151
Calmar Ratio Rank
WMFFX Martin Ratio Rank: 5959
Martin Ratio Rank
GQHPX
GQHPX Risk / Return Rank: 3939
Overall Rank
GQHPX Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
GQHPX Sortino Ratio Rank: 3535
Sortino Ratio Rank
GQHPX Omega Ratio Rank: 3535
Omega Ratio Rank
GQHPX Calmar Ratio Rank: 4848
Calmar Ratio Rank
GQHPX Martin Ratio Rank: 3838
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WMFFX vs. GQHPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Washington Mutual Investors Fund Class F-2 (WMFFX) and GQG Partners US Quality Dividend Income Fund (GQHPX). 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.

WMFFXGQHPXDifference

Sharpe ratio

Return per unit of total volatility

0.88

0.93

-0.06

Sortino ratio

Return per unit of downside risk

1.36

1.28

+0.08

Omega ratio

Gain probability vs. loss probability

1.20

1.18

+0.01

Calmar ratio

Return relative to maximum drawdown

1.36

1.37

0.00

Martin ratio

Return relative to average drawdown

6.09

4.50

+1.60

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WMFFX vs. GQHPX - Sharpe Ratio Comparison

The current WMFFX Sharpe Ratio is 0.88, which is comparable to the GQHPX Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of WMFFX and GQHPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

WMFFXGQHPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.88

0.93

-0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.80

—

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.75

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

0.90

-0.32

Correlation

The correlation between WMFFX and GQHPX is 0.71, 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. GQHPX - Dividend Comparison

WMFFX's dividend yield for the trailing twelve months is around 10.65%, more than GQHPX's 2.66% yield.

TTM20252024202320222021202020192018201720162015
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%
GQHPX
GQG Partners US Quality Dividend Income Fund		2.66%2.98%3.14%2.64%3.24%0.77%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

WMFFX vs. GQHPX - Drawdown Comparison

The maximum WMFFX drawdown since its inception was -47.21%, which is greater than GQHPX's maximum drawdown of -17.26%. Use the drawdown chart below to compare losses from any high point for WMFFX and GQHPX.

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Drawdown Indicators

WMFFXGQHPXDifference

Max Drawdown

Largest peak-to-trough decline

-47.21%

-17.26%

-29.95%

Max Drawdown (1Y)

Largest decline over 1 year

-10.37%

-8.17%

-2.20%

Max Drawdown (5Y)

Largest decline over 5 years

-18.53%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-34.63%

—

—

Current Drawdown

Current decline from peak

-6.33%

-2.15%

-4.18%

Average Drawdown

Average peak-to-trough decline

-5.40%

-3.36%

-2.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.32%

2.64%

-0.32%

Volatility

WMFFX vs. GQHPX - Volatility Comparison

Washington Mutual Investors Fund Class F-2 (WMFFX) has a higher volatility of 4.41% compared to GQG Partners US Quality Dividend Income Fund (GQHPX) at 2.66%. This indicates that WMFFX's price experiences larger fluctuations and is considered to be riskier than GQHPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

WMFFXGQHPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.41%

2.66%

+1.75%

Volatility (6M)

Calculated over the trailing 6-month period

8.28%

6.98%

+1.30%

Volatility (1Y)

Calculated over the trailing 1-year period

15.31%

11.90%

+3.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.13%

12.67%

+1.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.33%

12.67%

+3.66%