WSHFX vs. ANCFX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) and American Funds Fundamental Investors Class A (ANCFX).
WSHFX is managed by American Funds. It was launched on Aug 5, 2008. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
WSHFX vs. ANCFX - Performance Comparison
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WSHFX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSHFX American Funds Washington Mutual Investors Fund Class F-1 | -3.20% | 17.13% | 18.94% | 17.15% | -8.50% | 28.36% | 7.62% | 24.82% | -6.27% | 19.91% |
ANCFX American Funds Fundamental Investors Class A | -3.35% | 24.21% | 22.73% | 25.86% | -16.66% | 22.43% | 14.92% | 27.07% | -8.13% | 22.80% |
Returns By Period
The year-to-date returns for both stocks are quite close, with WSHFX having a -3.20% return and ANCFX slightly lower at -3.35%. Over the past 10 years, WSHFX has underperformed ANCFX with an annualized return of 11.99%, while ANCFX has yielded a comparatively higher 13.25% annualized return.
WSHFX
- 1D
- 2.21%
- 1M
- -5.86%
- YTD
- -3.20%
- 6M
- -1.44%
- 1Y
- 12.87%
- 3Y*
- 16.05%
- 5Y*
- 11.11%
- 10Y*
- 11.99%
ANCFX
- 1D
- 2.96%
- 1M
- -7.05%
- YTD
- -3.35%
- 6M
- 0.12%
- 1Y
- 23.25%
- 3Y*
- 20.52%
- 5Y*
- 11.90%
- 10Y*
- 13.25%
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WSHFX vs. ANCFX - Expense Ratio Comparison
WSHFX has a 0.64% expense ratio, which is higher than ANCFX's 0.59% expense ratio.
Return for Risk
WSHFX vs. ANCFX — Risk / Return Rank
WSHFX
ANCFX
WSHFX vs. ANCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) and American Funds Fundamental Investors Class A (ANCFX). 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.
| WSHFX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.33 | -0.47 |
Sortino ratioReturn per unit of downside risk | 1.33 | 2.00 | -0.66 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.28 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 2.13 | -0.79 |
Martin ratioReturn relative to average drawdown | 5.96 | 9.34 | -3.38 |
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
| WSHFX | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.33 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.72 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.75 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.62 | -0.13 |
Correlation
The correlation between WSHFX and ANCFX is 0.94, 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
WSHFX vs. ANCFX - Dividend Comparison
WSHFX's dividend yield for the trailing twelve months is around 10.44%, more than ANCFX's 8.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSHFX American Funds Washington Mutual Investors Fund Class F-1 | 10.44% | 10.08% | 10.05% | 6.11% | 6.28% | 6.01% | 3.02% | 6.17% | 4.28% | 7.19% | 6.32% | 6.18% |
ANCFX American Funds Fundamental Investors Class A | 8.85% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
Drawdowns
WSHFX vs. ANCFX - Drawdown Comparison
The maximum WSHFX drawdown since its inception was -53.94%, roughly equal to the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for WSHFX and ANCFX.
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Drawdown Indicators
| WSHFX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.94% | -53.29% | -0.65% |
Max Drawdown (1Y)Largest decline over 1 year | -10.36% | -11.35% | +0.99% |
Max Drawdown (5Y)Largest decline over 5 years | -18.69% | -25.07% | +6.38% |
Max Drawdown (10Y)Largest decline over 10 years | -34.67% | -33.93% | -0.74% |
Current DrawdownCurrent decline from peak | -6.36% | -8.02% | +1.66% |
Average DrawdownAverage peak-to-trough decline | -7.38% | -7.34% | -0.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.33% | 2.59% | -0.26% |
Volatility
WSHFX vs. ANCFX - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) is 4.41%, while American Funds Fundamental Investors Class A (ANCFX) has a volatility of 6.04%. This indicates that WSHFX experiences smaller price fluctuations and is considered to be less risky than ANCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSHFX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 6.04% | -1.63% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 11.03% | -2.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 18.13% | -2.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 16.72% | -2.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 17.67% | -1.34% |