WMFFX vs. RIDAX
Compare and contrast key facts about Washington Mutual Investors Fund Class F-2 (WMFFX) and The Income Fund of America Class R-1 (RIDAX).
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. RIDAX is an actively managed fund by American Funds. It was launched on Dec 1, 1973.
Performance
WMFFX vs. RIDAX - Performance Comparison
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WMFFX vs. RIDAX - 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% |
RIDAX The Income Fund of America Class R-1 | 1.29% | 16.83% | 9.49% | 6.16% | -7.14% | 16.47% | 3.68% | 17.57% | -6.06% | 11.86% |
Returns By Period
In the year-to-date period, WMFFX achieves a -5.23% return, which is significantly lower than RIDAX's 1.29% return. Over the past 10 years, WMFFX has outperformed RIDAX with an annualized return of 11.98%, while RIDAX has yielded a comparatively lower 7.35% 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%
RIDAX
- 1D
- 0.23%
- 1M
- -5.77%
- YTD
- 1.29%
- 6M
- 3.84%
- 1Y
- 13.29%
- 3Y*
- 10.98%
- 5Y*
- 7.05%
- 10Y*
- 7.35%
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WMFFX vs. RIDAX - Expense Ratio Comparison
WMFFX has a 0.37% expense ratio, which is lower than RIDAX's 1.36% expense ratio.
Return for Risk
WMFFX vs. RIDAX — Risk / Return Rank
WMFFX
RIDAX
WMFFX vs. RIDAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Washington Mutual Investors Fund Class F-2 (WMFFX) and The Income Fund of America Class R-1 (RIDAX). 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 | RIDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.46 | -0.69 |
Sortino ratioReturn per unit of downside risk | 1.21 | 2.01 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.30 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.58 | -0.60 |
Martin ratioReturn relative to average drawdown | 4.45 | 7.44 | -2.99 |
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 | RIDAX | 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 | 0.75 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.69 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.67 | -0.10 |
Correlation
The correlation between WMFFX and RIDAX is 0.94, 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. RIDAX - Dividend Comparison
WMFFX's dividend yield for the trailing twelve months is around 10.88%, more than RIDAX's 9.14% 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% |
RIDAX The Income Fund of America Class R-1 | 9.14% | 9.24% | 5.14% | 2.38% | 6.20% | 5.92% | 2.09% | 4.25% | 6.58% | 3.68% | 2.32% | 4.26% |
Drawdowns
WMFFX vs. RIDAX - Drawdown Comparison
The maximum WMFFX drawdown since its inception was -47.21%, which is greater than RIDAX's maximum drawdown of -42.37%. Use the drawdown chart below to compare losses from any high point for WMFFX and RIDAX.
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Drawdown Indicators
| WMFFX | RIDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.21% | -42.37% | -4.84% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -8.25% | -2.12% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -16.28% | -2.25% |
Max Drawdown (10Y)Largest decline over 10 years | -34.63% | -26.22% | -8.41% |
Current DrawdownCurrent decline from peak | -8.36% | -5.77% | -2.59% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -4.42% | -0.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 1.76% | +0.53% |
Volatility
WMFFX vs. RIDAX - Volatility Comparison
Washington Mutual Investors Fund Class F-2 (WMFFX) has a higher volatility of 3.59% compared to The Income Fund of America Class R-1 (RIDAX) at 2.91%. This indicates that WMFFX's price experiences larger fluctuations and is considered to be riskier than RIDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMFFX | RIDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 2.91% | +0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 5.47% | +2.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.19% | 9.48% | +5.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.10% | 9.46% | +4.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 10.67% | +5.65% |