WMFFX vs. VALAX
Compare and contrast key facts about Washington Mutual Investors Fund Class F-2 (WMFFX) and Al Frank Fund (VALAX).
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. VALAX is managed by Al Frank. It was launched on May 1, 2006.
Performance
WMFFX vs. VALAX - Performance Comparison
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WMFFX vs. VALAX - 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% |
VALAX Al Frank Fund | 1.54% | 23.57% | 13.35% | 14.05% | -13.50% | 24.97% | 10.22% | 33.98% | -7.87% | 18.09% |
Returns By Period
In the year-to-date period, WMFFX achieves a -5.23% return, which is significantly lower than VALAX's 1.54% return. Both investments have delivered pretty close results over the past 10 years, with WMFFX having a 11.98% annualized return and VALAX not far ahead at 12.38%.
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%
VALAX
- 1D
- -0.77%
- 1M
- -6.61%
- YTD
- 1.54%
- 6M
- 7.86%
- 1Y
- 29.09%
- 3Y*
- 17.10%
- 5Y*
- 8.94%
- 10Y*
- 12.38%
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WMFFX vs. VALAX - Expense Ratio Comparison
WMFFX has a 0.37% expense ratio, which is lower than VALAX's 1.24% expense ratio.
Return for Risk
WMFFX vs. VALAX — Risk / Return Rank
WMFFX
VALAX
WMFFX vs. VALAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Washington Mutual Investors Fund Class F-2 (WMFFX) and Al Frank Fund (VALAX). 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 | VALAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.63 | -0.86 |
Sortino ratioReturn per unit of downside risk | 1.21 | 2.23 | -1.02 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.34 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 2.13 | -1.15 |
Martin ratioReturn relative to average drawdown | 4.45 | 9.00 | -4.55 |
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 | VALAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.63 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.51 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.64 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.39 | +0.18 |
Correlation
The correlation between WMFFX and VALAX is 0.92, 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. VALAX - Dividend Comparison
WMFFX's dividend yield for the trailing twelve months is around 10.88%, more than VALAX's 8.52% 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% |
VALAX Al Frank Fund | 8.52% | 8.65% | 10.32% | 5.95% | 8.62% | 6.83% | 7.17% | 13.51% | 10.73% | 10.66% | 5.32% | 9.53% |
Drawdowns
WMFFX vs. VALAX - Drawdown Comparison
The maximum WMFFX drawdown since its inception was -47.21%, smaller than the maximum VALAX drawdown of -61.26%. Use the drawdown chart below to compare losses from any high point for WMFFX and VALAX.
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Drawdown Indicators
| WMFFX | VALAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.21% | -61.26% | +14.05% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -13.03% | +2.66% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -25.81% | +7.28% |
Max Drawdown (10Y)Largest decline over 10 years | -34.63% | -38.22% | +3.59% |
Current DrawdownCurrent decline from peak | -8.36% | -8.56% | +0.20% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -10.83% | +5.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 3.08% | -0.79% |
Volatility
WMFFX vs. VALAX - Volatility Comparison
The current volatility for Washington Mutual Investors Fund Class F-2 (WMFFX) is 3.59%, while Al Frank Fund (VALAX) has a volatility of 4.61%. This indicates that WMFFX experiences smaller price fluctuations and is considered to be less risky than VALAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMFFX | VALAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 4.61% | -1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 10.48% | -2.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.19% | 18.57% | -3.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.10% | 17.70% | -3.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 19.29% | -2.97% |