WMFFX vs. HDCTX
Compare and contrast key facts about Washington Mutual Investors Fund Class F-2 (WMFFX) and Rational Equity Armor Fund (HDCTX).
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. HDCTX is managed by Rational Funds. It was launched on Feb 28, 2001.
Performance
WMFFX vs. HDCTX - Performance Comparison
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WMFFX vs. HDCTX - 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% |
HDCTX Rational Equity Armor Fund | -2.29% | 12.64% | 16.85% | 2.95% | -10.68% | 14.52% | 15.85% | 11.32% | -11.94% | -1.99% |
Returns By Period
In the year-to-date period, WMFFX achieves a -5.23% return, which is significantly lower than HDCTX's -2.29% return. Over the past 10 years, WMFFX has outperformed HDCTX with an annualized return of 11.98%, while HDCTX has yielded a comparatively lower 4.36% 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%
HDCTX
- 1D
- -0.54%
- 1M
- -4.07%
- YTD
- -2.29%
- 6M
- -2.29%
- 1Y
- 12.17%
- 3Y*
- 10.69%
- 5Y*
- 5.11%
- 10Y*
- 4.36%
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WMFFX vs. HDCTX - Expense Ratio Comparison
WMFFX has a 0.37% expense ratio, which is lower than HDCTX's 1.17% expense ratio.
Return for Risk
WMFFX vs. HDCTX — Risk / Return Rank
WMFFX
HDCTX
WMFFX vs. HDCTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Washington Mutual Investors Fund Class F-2 (WMFFX) and Rational Equity Armor Fund (HDCTX). 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 | HDCTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.14 | -0.37 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.66 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.22 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.63 | -0.65 |
Martin ratioReturn relative to average drawdown | 4.45 | 4.43 | +0.02 |
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 | HDCTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.14 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.49 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.38 | +0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.36 | +0.21 |
Correlation
The correlation between WMFFX and HDCTX is 0.84, 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. HDCTX - Dividend Comparison
WMFFX's dividend yield for the trailing twelve months is around 10.88%, more than HDCTX's 0.12% 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% |
HDCTX Rational Equity Armor Fund | 0.12% | 0.00% | 0.00% | 0.17% | 0.78% | 1.21% | 1.10% | 5.37% | 7.86% | 5.60% | 3.28% | 15.32% |
Drawdowns
WMFFX vs. HDCTX - Drawdown Comparison
The maximum WMFFX drawdown since its inception was -47.21%, smaller than the maximum HDCTX drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for WMFFX and HDCTX.
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Drawdown Indicators
| WMFFX | HDCTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.21% | -59.05% | +11.84% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -6.95% | -3.42% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -18.22% | -0.31% |
Max Drawdown (10Y)Largest decline over 10 years | -34.63% | -19.43% | -15.20% |
Current DrawdownCurrent decline from peak | -8.36% | -6.95% | -1.41% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -6.45% | +1.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 2.56% | -0.27% |
Volatility
WMFFX vs. HDCTX - Volatility Comparison
Washington Mutual Investors Fund Class F-2 (WMFFX) has a higher volatility of 3.59% compared to Rational Equity Armor Fund (HDCTX) at 1.82%. This indicates that WMFFX's price experiences larger fluctuations and is considered to be riskier than HDCTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMFFX | HDCTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 1.82% | +1.77% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 6.23% | +1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.19% | 11.05% | +4.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.10% | 10.49% | +3.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 11.44% | +4.88% |