WMFFX vs. PSECX
Compare and contrast key facts about Washington Mutual Investors Fund Class F-2 (WMFFX) and 1789 Growth and Income Fund (PSECX).
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. PSECX is managed by Pinnacle Capital Management. It was launched on Jan 21, 2011.
Performance
WMFFX vs. PSECX - Performance Comparison
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WMFFX vs. PSECX - 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% |
PSECX 1789 Growth and Income Fund | -2.01% | 8.04% | 14.49% | 10.64% | -10.66% | 25.43% | 0.78% | 23.99% | -5.18% | 5.16% |
Returns By Period
In the year-to-date period, WMFFX achieves a -5.23% return, which is significantly lower than PSECX's -2.01% return. Over the past 10 years, WMFFX has outperformed PSECX with an annualized return of 11.98%, while PSECX has yielded a comparatively lower 6.86% 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%
PSECX
- 1D
- -0.05%
- 1M
- -7.25%
- YTD
- -2.01%
- 6M
- -3.71%
- 1Y
- 6.71%
- 3Y*
- 9.78%
- 5Y*
- 7.18%
- 10Y*
- 6.86%
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WMFFX vs. PSECX - Expense Ratio Comparison
WMFFX has a 0.37% expense ratio, which is lower than PSECX's 2.02% expense ratio.
Return for Risk
WMFFX vs. PSECX — Risk / Return Rank
WMFFX
PSECX
WMFFX vs. PSECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Washington Mutual Investors Fund Class F-2 (WMFFX) and 1789 Growth and Income Fund (PSECX). 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 | PSECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 0.59 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.21 | 0.93 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.12 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 0.82 | +0.16 |
Martin ratioReturn relative to average drawdown | 4.45 | 3.31 | +1.14 |
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 | PSECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 0.59 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.61 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.52 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.53 | +0.04 |
Correlation
The correlation between WMFFX and PSECX 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. PSECX - Dividend Comparison
WMFFX's dividend yield for the trailing twelve months is around 10.88%, more than PSECX's 0.87% 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% |
PSECX 1789 Growth and Income Fund | 0.87% | 0.85% | 3.88% | 2.71% | 4.60% | 1.53% | 0.27% | 1.16% | 6.78% | 0.59% | 0.31% | 5.12% |
Drawdowns
WMFFX vs. PSECX - Drawdown Comparison
The maximum WMFFX drawdown since its inception was -47.21%, which is greater than PSECX's maximum drawdown of -31.13%. Use the drawdown chart below to compare losses from any high point for WMFFX and PSECX.
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Drawdown Indicators
| WMFFX | PSECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.21% | -31.13% | -16.08% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -8.36% | -2.01% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -18.47% | -0.06% |
Max Drawdown (10Y)Largest decline over 10 years | -34.63% | -31.13% | -3.50% |
Current DrawdownCurrent decline from peak | -8.36% | -7.44% | -0.92% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -3.90% | -1.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 2.07% | +0.22% |
Volatility
WMFFX vs. PSECX - Volatility Comparison
Washington Mutual Investors Fund Class F-2 (WMFFX) has a higher volatility of 3.59% compared to 1789 Growth and Income Fund (PSECX) at 3.06%. This indicates that WMFFX's price experiences larger fluctuations and is considered to be riskier than PSECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMFFX | PSECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 3.06% | +0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 7.60% | +0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.19% | 13.13% | +2.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.10% | 11.90% | +2.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 13.17% | +3.15% |