WMFFX vs. VVIAX
Compare and contrast key facts about Washington Mutual Investors Fund Class F-2 (WMFFX) and Vanguard Value Index Fund Admiral Shares (VVIAX).
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. VVIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
WMFFX vs. VVIAX - Performance Comparison
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WMFFX vs. VVIAX - 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% |
VVIAX Vanguard Value Index Fund Admiral Shares | 1.63% | 15.27% | 16.00% | 9.22% | -2.07% | 26.51% | 2.29% | 25.81% | -5.45% | 17.13% |
Returns By Period
In the year-to-date period, WMFFX achieves a -5.23% return, which is significantly lower than VVIAX's 1.63% return. Both investments have delivered pretty close results over the past 10 years, with WMFFX having a 11.98% annualized return and VVIAX not far behind at 11.61%.
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%
VVIAX
- 1D
- -0.17%
- 1M
- -6.36%
- YTD
- 1.63%
- 6M
- 4.62%
- 1Y
- 14.15%
- 3Y*
- 14.45%
- 5Y*
- 10.62%
- 10Y*
- 11.61%
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WMFFX vs. VVIAX - Expense Ratio Comparison
WMFFX has a 0.37% expense ratio, which is higher than VVIAX's 0.05% expense ratio.
Return for Risk
WMFFX vs. VVIAX — Risk / Return Rank
WMFFX
VVIAX
WMFFX vs. VVIAX - 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 Admiral Shares (VVIAX). 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 | VVIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.04 | -0.27 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.50 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.22 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.25 | -0.26 |
Martin ratioReturn relative to average drawdown | 4.45 | 5.65 | -1.20 |
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 | VVIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.04 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.77 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.70 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.40 | +0.17 |
Correlation
The correlation between WMFFX and VVIAX 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. VVIAX - Dividend Comparison
WMFFX's dividend yield for the trailing twelve months is around 10.88%, more than VVIAX's 2.05% 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% |
VVIAX Vanguard Value Index Fund Admiral Shares | 2.05% | 2.04% | 2.30% | 2.45% | 2.51% | 2.14% | 2.55% | 2.49% | 2.72% | 2.29% | 2.45% | 2.60% |
Drawdowns
WMFFX vs. VVIAX - Drawdown Comparison
The maximum WMFFX drawdown since its inception was -47.21%, smaller than the maximum VVIAX drawdown of -59.32%. Use the drawdown chart below to compare losses from any high point for WMFFX and VVIAX.
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Drawdown Indicators
| WMFFX | VVIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.21% | -59.32% | +12.11% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -11.28% | +0.91% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -17.14% | -1.39% |
Max Drawdown (10Y)Largest decline over 10 years | -34.63% | -36.80% | +2.17% |
Current DrawdownCurrent decline from peak | -8.36% | -6.36% | -2.00% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -9.67% | +4.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 2.49% | -0.20% |
Volatility
WMFFX vs. VVIAX - Volatility Comparison
Washington Mutual Investors Fund Class F-2 (WMFFX) has a higher volatility of 3.59% compared to Vanguard Value Index Fund Admiral Shares (VVIAX) at 3.26%. This indicates that WMFFX's price experiences larger fluctuations and is considered to be riskier than VVIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMFFX | VVIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 3.26% | +0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 7.52% | +0.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.19% | 14.82% | +0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.10% | 13.90% | +0.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 16.74% | -0.42% |