WMFFX vs. NFFFX
Compare and contrast key facts about Washington Mutual Investors Fund Class F-2 (WMFFX) and American Funds New World Fund (NFFFX).
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. NFFFX is managed by American Funds. It was launched on Jun 17, 1999.
Performance
WMFFX vs. NFFFX - Performance Comparison
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WMFFX vs. NFFFX - 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% |
NFFFX American Funds New World Fund | -4.01% | 28.52% | 6.78% | 16.11% | -21.86% | 4.98% | 25.17% | 27.89% | -12.08% | 32.92% |
Returns By Period
In the year-to-date period, WMFFX achieves a -5.23% return, which is significantly lower than NFFFX's -4.01% return. Over the past 10 years, WMFFX has outperformed NFFFX with an annualized return of 11.98%, while NFFFX has yielded a comparatively lower 9.36% 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%
NFFFX
- 1D
- -0.62%
- 1M
- -11.95%
- YTD
- -4.01%
- 6M
- 0.11%
- 1Y
- 21.35%
- 3Y*
- 12.78%
- 5Y*
- 4.48%
- 10Y*
- 9.36%
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WMFFX vs. NFFFX - Expense Ratio Comparison
WMFFX has a 0.37% expense ratio, which is lower than NFFFX's 0.68% expense ratio.
Return for Risk
WMFFX vs. NFFFX — Risk / Return Rank
WMFFX
NFFFX
WMFFX vs. NFFFX - 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 New World Fund (NFFFX). 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 | NFFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.34 | -0.57 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.87 | -0.66 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.27 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.43 | -0.45 |
Martin ratioReturn relative to average drawdown | 4.45 | 6.10 | -1.65 |
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 | NFFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.34 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.30 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.59 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.33 | +0.24 |
Correlation
The correlation between WMFFX and NFFFX is 0.78, 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. NFFFX - Dividend Comparison
WMFFX's dividend yield for the trailing twelve months is around 10.88%, more than NFFFX's 6.26% 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% |
NFFFX American Funds New World Fund | 6.26% | 6.01% | 4.01% | 2.78% | 1.21% | 7.23% | 0.35% | 3.95% | 2.62% | 2.17% | 1.28% | 0.94% |
Drawdowns
WMFFX vs. NFFFX - Drawdown Comparison
The maximum WMFFX drawdown since its inception was -47.21%, smaller than the maximum NFFFX drawdown of -50.17%. Use the drawdown chart below to compare losses from any high point for WMFFX and NFFFX.
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Drawdown Indicators
| WMFFX | NFFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.21% | -50.17% | +2.96% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -13.01% | +2.64% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -33.48% | +14.95% |
Max Drawdown (10Y)Largest decline over 10 years | -34.63% | -33.48% | -1.15% |
Current DrawdownCurrent decline from peak | -8.36% | -13.01% | +4.65% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -9.89% | +4.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 3.06% | -0.77% |
Volatility
WMFFX vs. NFFFX - Volatility Comparison
The current volatility for Washington Mutual Investors Fund Class F-2 (WMFFX) is 3.59%, while American Funds New World Fund (NFFFX) has a volatility of 6.38%. This indicates that WMFFX experiences smaller price fluctuations and is considered to be less risky than NFFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMFFX | NFFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 6.38% | -2.79% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 10.73% | -2.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.19% | 15.45% | -0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.10% | 15.12% | -1.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 15.96% | +0.36% |