WMFFX vs. HFCVX
Compare and contrast key facts about Washington Mutual Investors Fund Class F-2 (WMFFX) and Hennessy Cornerstone Value Fund (HFCVX).
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. HFCVX is managed by Hennessy. It was launched on Nov 1, 1996.
Performance
WMFFX vs. HFCVX - Performance Comparison
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WMFFX vs. HFCVX - 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% |
HFCVX Hennessy Cornerstone Value Fund | 8.31% | 18.27% | 9.59% | 5.81% | 6.12% | 29.94% | -6.39% | 20.84% | -9.50% | 19.21% |
Returns By Period
In the year-to-date period, WMFFX achieves a -5.23% return, which is significantly lower than HFCVX's 8.31% return. Over the past 10 years, WMFFX has outperformed HFCVX with an annualized return of 11.98%, while HFCVX has yielded a comparatively lower 10.76% 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%
HFCVX
- 1D
- 0.17%
- 1M
- -2.27%
- YTD
- 8.31%
- 6M
- 12.62%
- 1Y
- 17.31%
- 3Y*
- 14.42%
- 5Y*
- 12.27%
- 10Y*
- 10.76%
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WMFFX vs. HFCVX - Expense Ratio Comparison
WMFFX has a 0.37% expense ratio, which is lower than HFCVX's 1.23% expense ratio.
Return for Risk
WMFFX vs. HFCVX — Risk / Return Rank
WMFFX
HFCVX
WMFFX vs. HFCVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Washington Mutual Investors Fund Class F-2 (WMFFX) and Hennessy Cornerstone Value Fund (HFCVX). 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 | HFCVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.46 | -0.69 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.97 | -0.76 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.30 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.57 | -0.59 |
Martin ratioReturn relative to average drawdown | 4.45 | 6.83 | -2.38 |
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 | HFCVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.46 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.93 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.65 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.40 | +0.17 |
Correlation
The correlation between WMFFX and HFCVX is 0.88, 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. HFCVX - Dividend Comparison
WMFFX's dividend yield for the trailing twelve months is around 10.88%, more than HFCVX's 6.83% 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% |
HFCVX Hennessy Cornerstone Value Fund | 6.83% | 7.39% | 4.56% | 3.57% | 10.33% | 4.81% | 2.58% | 6.58% | 17.16% | 14.97% | 2.26% | 2.57% |
Drawdowns
WMFFX vs. HFCVX - Drawdown Comparison
The maximum WMFFX drawdown since its inception was -47.21%, smaller than the maximum HFCVX drawdown of -65.75%. Use the drawdown chart below to compare losses from any high point for WMFFX and HFCVX.
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Drawdown Indicators
| WMFFX | HFCVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.21% | -65.75% | +18.54% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -11.00% | +0.63% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -16.81% | -1.72% |
Max Drawdown (10Y)Largest decline over 10 years | -34.63% | -39.39% | +4.76% |
Current DrawdownCurrent decline from peak | -8.36% | -2.27% | -6.09% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -8.28% | +2.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 2.60% | -0.31% |
Volatility
WMFFX vs. HFCVX - Volatility Comparison
Washington Mutual Investors Fund Class F-2 (WMFFX) has a higher volatility of 3.59% compared to Hennessy Cornerstone Value Fund (HFCVX) at 2.92%. This indicates that WMFFX's price experiences larger fluctuations and is considered to be riskier than HFCVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMFFX | HFCVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 2.92% | +0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 6.80% | +1.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.19% | 12.75% | +2.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.10% | 13.27% | +0.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 16.48% | -0.16% |