WMFFX vs. YAFFX
Compare and contrast key facts about Washington Mutual Investors Fund Class F-2 (WMFFX) and AMG Yacktman Focused Fund (YAFFX).
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. YAFFX is managed by AMG. It was launched on May 1, 1997.
Performance
WMFFX vs. YAFFX - Performance Comparison
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WMFFX vs. YAFFX - 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% |
YAFFX AMG Yacktman Focused Fund | 8.59% | 3.89% | 9.30% | 16.53% | -8.20% | 16.48% | 17.22% | 19.21% | 2.99% | 20.07% |
Returns By Period
In the year-to-date period, WMFFX achieves a -5.23% return, which is significantly lower than YAFFX's 8.59% return. Over the past 10 years, WMFFX has outperformed YAFFX with an annualized return of 11.98%, while YAFFX has yielded a comparatively lower 10.91% 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%
YAFFX
- 1D
- -0.76%
- 1M
- -8.71%
- YTD
- 8.59%
- 6M
- -1.14%
- 1Y
- 11.37%
- 3Y*
- 11.67%
- 5Y*
- 7.33%
- 10Y*
- 10.91%
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WMFFX vs. YAFFX - Expense Ratio Comparison
WMFFX has a 0.37% expense ratio, which is lower than YAFFX's 1.25% expense ratio.
Return for Risk
WMFFX vs. YAFFX — Risk / Return Rank
WMFFX
YAFFX
WMFFX vs. YAFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Washington Mutual Investors Fund Class F-2 (WMFFX) and AMG Yacktman Focused Fund (YAFFX). 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 | YAFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 0.49 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.21 | 0.67 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.16 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 0.57 | +0.41 |
Martin ratioReturn relative to average drawdown | 4.45 | 2.02 | +2.43 |
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 | YAFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 0.49 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.41 | +0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.67 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.58 | -0.01 |
Correlation
The correlation between WMFFX and YAFFX is 0.84, 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. YAFFX - Dividend Comparison
WMFFX's dividend yield for the trailing twelve months is around 10.88%, while YAFFX has not paid dividends to shareholders.
| 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% |
YAFFX AMG Yacktman Focused Fund | 0.00% | 0.00% | 18.44% | 4.42% | 7.60% | 4.70% | 11.87% | 15.84% | 22.15% | 11.82% | 11.81% | 24.36% |
Drawdowns
WMFFX vs. YAFFX - Drawdown Comparison
The maximum WMFFX drawdown since its inception was -47.21%, which is greater than YAFFX's maximum drawdown of -43.80%. Use the drawdown chart below to compare losses from any high point for WMFFX and YAFFX.
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Drawdown Indicators
| WMFFX | YAFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.21% | -43.80% | -3.41% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -17.08% | +6.71% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -21.31% | +2.78% |
Max Drawdown (10Y)Largest decline over 10 years | -34.63% | -30.62% | -4.01% |
Current DrawdownCurrent decline from peak | -8.36% | -8.71% | +0.35% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -6.24% | +0.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 4.83% | -2.54% |
Volatility
WMFFX vs. YAFFX - Volatility Comparison
The current volatility for Washington Mutual Investors Fund Class F-2 (WMFFX) is 3.59%, while AMG Yacktman Focused Fund (YAFFX) has a volatility of 7.76%. This indicates that WMFFX experiences smaller price fluctuations and is considered to be less risky than YAFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMFFX | YAFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 7.76% | -4.17% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 21.51% | -13.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.19% | 22.92% | -7.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.10% | 17.85% | -3.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 16.39% | -0.07% |