WMFFX vs. VIVIX
Compare and contrast key facts about Washington Mutual Investors Fund Class F-2 (WMFFX) and Vanguard Value Index Fund Institutional Shares (VIVIX).
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. VIVIX is managed by Vanguard. It was launched on Jul 2, 1998.
Performance
WMFFX vs. VIVIX - Performance Comparison
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WMFFX vs. VIVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WMFFX Washington Mutual Investors Fund Class F-2 | -3.14% | 17.42% | 19.24% | 16.96% | -8.27% | 28.71% | 7.89% | 25.03% | -5.98% | 20.23% |
VIVIX Vanguard Value Index Fund Institutional Shares | 3.31% | 15.30% | 15.99% | 9.23% | -2.05% | 26.50% | 2.30% | 25.83% | -5.44% | 17.14% |
Returns By Period
In the year-to-date period, WMFFX achieves a -3.14% return, which is significantly lower than VIVIX's 3.31% return. Both investments have delivered pretty close results over the past 10 years, with WMFFX having a 12.23% annualized return and VIVIX not far behind at 11.80%.
WMFFX
- 1D
- 2.21%
- 1M
- -5.84%
- YTD
- -3.14%
- 6M
- -1.31%
- 1Y
- 13.17%
- 3Y*
- 16.19%
- 5Y*
- 11.30%
- 10Y*
- 12.23%
VIVIX
- 1D
- 1.65%
- 1M
- -4.61%
- YTD
- 3.31%
- 6M
- 6.13%
- 1Y
- 16.30%
- 3Y*
- 15.09%
- 5Y*
- 10.86%
- 10Y*
- 11.80%
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WMFFX vs. VIVIX - Expense Ratio Comparison
WMFFX has a 0.37% expense ratio, which is higher than VIVIX's 0.04% expense ratio.
Return for Risk
WMFFX vs. VIVIX — Risk / Return Rank
WMFFX
VIVIX
WMFFX vs. VIVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Washington Mutual Investors Fund Class F-2 (WMFFX) and Vanguard Value Index Fund Institutional Shares (VIVIX). 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 | VIVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.09 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.56 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.53 | -0.17 |
Martin ratioReturn relative to average drawdown | 6.09 | 6.90 | -0.81 |
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 | VIVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.09 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.78 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.71 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.40 | +0.18 |
Correlation
The correlation between WMFFX and VIVIX is 0.95, 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. VIVIX - Dividend Comparison
WMFFX's dividend yield for the trailing twelve months is around 10.65%, more than VIVIX's 2.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMFFX Washington Mutual Investors Fund Class F-2 | 10.65% | 10.28% | 10.27% | 5.92% | 6.53% | 6.24% | 3.26% | 6.33% | 4.59% | 7.43% | 6.56% | 6.44% |
VIVIX Vanguard Value Index Fund Institutional Shares | 2.02% | 2.04% | 2.31% | 2.46% | 2.52% | 2.15% | 2.55% | 2.50% | 2.73% | 2.30% | 2.46% | 2.61% |
Drawdowns
WMFFX vs. VIVIX - Drawdown Comparison
The maximum WMFFX drawdown since its inception was -47.21%, smaller than the maximum VIVIX drawdown of -59.30%. Use the drawdown chart below to compare losses from any high point for WMFFX and VIVIX.
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Drawdown Indicators
| WMFFX | VIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.21% | -59.30% | +12.09% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -11.29% | +0.92% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -17.12% | -1.41% |
Max Drawdown (10Y)Largest decline over 10 years | -34.63% | -36.80% | +2.17% |
Current DrawdownCurrent decline from peak | -6.33% | -4.82% | -1.51% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -9.31% | +3.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 2.50% | -0.18% |
Volatility
WMFFX vs. VIVIX - Volatility Comparison
Washington Mutual Investors Fund Class F-2 (WMFFX) has a higher volatility of 4.41% compared to Vanguard Value Index Fund Institutional Shares (VIVIX) at 3.80%. This indicates that WMFFX's price experiences larger fluctuations and is considered to be riskier than VIVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMFFX | VIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 3.80% | +0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 7.69% | +0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.31% | 14.88% | +0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 13.92% | +0.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 16.74% | -0.41% |