WMFFX vs. RERGX

Last updated Aug 4, 2026

WMFFX (Washington Mutual Investors Fund Class F-2) and RERGX (American Funds EUPAC Fund Class R-6) are both mutual funds - WMFFX is a Large Cap Value Equities fund tracking the S&P 500, while RERGX is a Foreign Large Cap Equities fund actively managed by American Funds. WMFFX is passively managed, while RERGX is actively managed. Over the past 10 years, WMFFX returned 13.04%/yr vs 8.82%/yr for RERGX. Their 0.76 correlation means they have sometimes moved together and sometimes differently. WMFFX charges 0.37%/yr vs 0.47%/yr for RERGX.

Performance

WMFFX vs. RERGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Washington Mutual Investors Fund Class F-2 (WMFFX) and American Funds EUPAC Fund Class R-6 (RERGX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, WMFFX achieves a 9.10% return, which is significantly lower than RERGX's 10.30% return. Over the past 10 years, WMFFX has outperformed RERGX with an annualized return of 13.04%, while RERGX has yielded a comparatively lower 8.82% annualized return.

WMFFX

• 1D: -0.03%
• 1M: 1.01%
• 6M: 6.78%
• YTD: 9.10%
• 1Y: 17.56%
• 3Y*: 17.16%
• 5Y*: 12.50%
• 10Y*: 13.04%
• ALL TIME*: 10.97%

RERGX

• 1D: 0.65%
• 1M: -0.13%
• 6M: 4.27%
• YTD: 10.30%
• 1Y: 25.47%
• 3Y*: 14.15%
• 5Y*: 5.25%
• 10Y*: 8.82%
• ALL TIME*: 7.04%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
RERGX American Funds EUPAC Fund Class R-6	$0.00	$0.00	$0.00
WMFFX Washington Mutual Investors Fund Class F-2	$0.00	$0.00	$0.00

WMFFX vs. RERGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
WMFFX Washington Mutual Investors Fund Class F-2	9.10%	17.42%	19.24%	16.96%	-8.27%	28.71%	7.89%	25.03%	-5.98%	20.23%
RERGX American Funds EUPAC Fund Class R-6	10.30%	29.34%	3.00%	16.11%	-22.77%	2.84%	25.27%	27.40%	-17.33%	31.19%

Correlation

The correlation between WMFFX and RERGX is 0.68, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.68
Correlation (3Y) Balances recent behavior with more history.	0.71
Correlation (5Y) Shows whether the relationship held over a longer period.	0.74
Correlation (10Y) Provides a long-term view across more market conditions.	0.73
Correlation (All Time) Calculated using the full available price history since Jan 4, 2010	0.76

The correlation between WMFFX and RERGX has been stable across timeframes, ranging from 0.68 to 0.76 - a consistent structural relationship.

Return for Risk

WMFFX vs. RERGX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

WMFFX

WMFFX Risk / Return Rank: 55
WMFFX Sharpe Ratio Rank: 57
WMFFX Sortino Ratio Rank: 57
WMFFX Omega Ratio Rank: 54
WMFFX Calmar Ratio Rank: 47
WMFFX Martin Ratio Rank: 61

RERGX

RERGX Risk / Return Rank: 48
RERGX Sharpe Ratio Rank: 48
RERGX Sortino Ratio Rank: 47
RERGX Omega Ratio Rank: 49
RERGX Calmar Ratio Rank: 48
RERGX Martin Ratio Rank: 46

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

WMFFX vs. RERGX - 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 EUPAC Fund Class R-6 (RERGX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	WMFFX	RERGX	Difference
Sharpe ratio: Return per unit of total volatility	1.55	1.42	+0.13
Sortino ratio: Return per unit of downside risk	2.22	2.03	+0.19
Omega ratio: Gain probability vs. loss probability	1.28	1.26	+0.02
Calmar ratio: Return relative to maximum drawdown	1.95	1.97	-0.01
Martin ratio: Return relative to average drawdown	8.48	6.96	+1.52

WMFFX vs. RERGX - Sharpe Ratio Comparison

The current WMFFX Sharpe Ratio is 1.55, which is comparable to the RERGX Sharpe Ratio of 1.42. The chart below compares the historical Sharpe Ratios of WMFFX and RERGX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

WMFFX vs. RERGX - Drawdown Comparison

The maximum WMFFX drawdown since its inception was -47.21%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for WMFFX and RERGX.

Drawdown Indicators

	WMFFX	RERGX	Difference
Max Drawdown Largest peak-to-trough decline	-47.21%	-37.30%	-9.91%
Max Drawdown (1Y) Largest decline over 1 year	-8.36%	-12.52%	+4.16%
Max Drawdown (3Y) Largest decline over 3 years	-14.64%	-15.62%	+0.98%
Max Drawdown (5Y) Largest decline over 5 years	-18.53%	-37.30%	+18.77%
Max Drawdown (10Y) Largest decline over 10 years	-34.63%	-37.30%	+2.67%
Current Drawdown Current decline from peak	-0.54%	-2.88%	+2.34%
Average Drawdown Average peak-to-trough decline	-5.31%	-9.15%	+3.84%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.92%	3.53%	-1.61%

Volatility

WMFFX vs. RERGX - Volatility Comparison

The current volatility for Washington Mutual Investors Fund Class F-2 (WMFFX) is 2.38%, while American Funds EUPAC Fund Class R-6 (RERGX) has a volatility of 5.67%. This indicates that WMFFX experiences smaller price fluctuations and is considered to be less risky than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WMFFX	RERGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.38%	5.67%	-3.29%
Volatility (6M) Calculated over the trailing 6-month period	7.83%	15.25%	-7.42%
Volatility (1Y) Calculated over the trailing 1-year period	10.53%	17.35%	-6.82%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.06%	17.00%	-2.94%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.28%	16.88%	-0.60%

WMFFX vs. RERGX - Expense Ratio Comparison

WMFFX has a 0.37% expense ratio, which is lower than RERGX's 0.47% expense ratio.

Dividends

WMFFX vs. RERGX - Dividend Comparison

WMFFX's dividend yield for the trailing twelve months is around 9.69%, less than RERGX's 16.65% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RERGX American Funds EUPAC Fund Class R-6	16.65%	13.95%	4.96%	3.95%	2.02%	10.19%	0.41%	3.14%	3.17%	4.99%	1.64%	3.43%
WMFFX Washington Mutual Investors Fund Class F-2	9.69%	10.28%	10.27%	5.92%	6.53%	6.24%	3.26%	6.33%	4.59%	7.43%	6.56%	6.44%

Frequently Asked Questions

Can I hold both WMFFX and RERGX in my portfolio?

WMFFX and RERGX have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, WMFFX or RERGX?

RERGX has higher volatility (5.67%) compared to WMFFX (2.38%). In terms of maximum drawdown, WMFFX dropped -47.21% vs RERGX's -37.30%.

Which has better risk-adjusted returns?

WMFFX currently has the higher Sharpe Ratio (1.55 vs 1.42), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.