WMFFX vs. TOWFX
Compare and contrast key facts about Washington Mutual Investors Fund Class F-2 (WMFFX) and Towpath Focus Fund (TOWFX).
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. TOWFX is managed by Oelschlager Investments. It was launched on Dec 31, 2019.
Performance
WMFFX vs. TOWFX - Performance Comparison
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WMFFX vs. TOWFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
WMFFX Washington Mutual Investors Fund Class F-2 | -5.23% | 17.42% | 19.24% | 16.96% | -8.27% | 28.71% | 7.89% |
TOWFX Towpath Focus Fund | 2.10% | 23.51% | 13.22% | 12.33% | -2.06% | 26.52% | 19.46% |
Returns By Period
In the year-to-date period, WMFFX achieves a -5.23% return, which is significantly lower than TOWFX's 2.10% 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%
TOWFX
- 1D
- 0.15%
- 1M
- -4.47%
- YTD
- 2.10%
- 6M
- 9.07%
- 1Y
- 20.28%
- 3Y*
- 17.02%
- 5Y*
- 11.64%
- 10Y*
- —
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WMFFX vs. TOWFX - Expense Ratio Comparison
WMFFX has a 0.37% expense ratio, which is lower than TOWFX's 1.11% expense ratio.
Return for Risk
WMFFX vs. TOWFX — Risk / Return Rank
WMFFX
TOWFX
WMFFX vs. TOWFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Washington Mutual Investors Fund Class F-2 (WMFFX) and Towpath Focus Fund (TOWFX). 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 | TOWFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.76 | -0.98 |
Sortino ratioReturn per unit of downside risk | 1.21 | 2.42 | -1.21 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.35 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 2.07 | -1.09 |
Martin ratioReturn relative to average drawdown | 4.45 | 10.75 | -6.30 |
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 | TOWFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.76 | -0.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.01 | +0.78 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.02 | +0.55 |
Correlation
The correlation between WMFFX and TOWFX is 0.85, 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. TOWFX - Dividend Comparison
WMFFX's dividend yield for the trailing twelve months is around 10.88%, more than TOWFX's 1.79% 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% |
TOWFX Towpath Focus Fund | 1.79% | 1.82% | 1.49% | 2.81% | 2.05% | 5.69% | 5.94% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WMFFX vs. TOWFX - Drawdown Comparison
The maximum WMFFX drawdown since its inception was -47.21%, smaller than the maximum TOWFX drawdown of -96.18%. Use the drawdown chart below to compare losses from any high point for WMFFX and TOWFX.
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Drawdown Indicators
| WMFFX | TOWFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.21% | -96.18% | +48.97% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -9.39% | -0.98% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -96.18% | +77.65% |
Max Drawdown (10Y)Largest decline over 10 years | -34.63% | — | — |
Current DrawdownCurrent decline from peak | -8.36% | -94.95% | +86.59% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -21.04% | +15.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 1.81% | +0.48% |
Volatility
WMFFX vs. TOWFX - Volatility Comparison
Washington Mutual Investors Fund Class F-2 (WMFFX) has a higher volatility of 3.59% compared to Towpath Focus Fund (TOWFX) at 2.60%. This indicates that WMFFX's price experiences larger fluctuations and is considered to be riskier than TOWFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMFFX | TOWFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 2.60% | +0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 6.60% | +1.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.19% | 11.95% | +3.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.10% | 1,084.26% | -1,070.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 971.53% | -955.21% |