AVANX vs. WCMSX
Compare and contrast key facts about Avantis International Small Cap Value Fund Class G (AVANX) and WCM International Small Cap Growth Fund (WCMSX).
AVANX is an actively managed fund by Avantis. It was launched on Jan 20, 2021. WCMSX is managed by WCM Investment Management. It was launched on Nov 29, 2015.
Performance
AVANX vs. WCMSX - Performance Comparison
Loading graphics...
Returns By Period
In the year-to-date period, AVANX achieves a 7.46% return, which is significantly higher than WCMSX's 2.42% return.
AVANX
- 1D
- -1.01%
- 1M
- -2.93%
- YTD
- 7.46%
- 6M
- 14.47%
- 1Y
- 64.03%
- 3Y*
- 24.08%
- 5Y*
- —
- 10Y*
- —
WCMSX
- 1D
- -1.42%
- 1M
- -1.66%
- YTD
- 2.42%
- 6M
- -4.51%
- 1Y
- 33.97%
- 3Y*
- 12.64%
- 5Y*
- 0.43%
- 10Y*
- 11.73%
AVANX vs. WCMSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AVANX Avantis International Small Cap Value Fund Class G | 7.46% | 48.78% | 8.80% | 17.17% | -7.66% |
WCMSX WCM International Small Cap Growth Fund | 2.42% | 18.14% | 4.33% | 22.26% | -31.94% |
Correlation
The correlation between AVANX and WCMSX is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification — they'll tend to fall together during downturns. For meaningful risk reduction, look for holdings with correlations below 0.5.
AVANX vs. WCMSX - Expense Ratio Comparison
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AVANX vs. WCMSX — Risk / Return Rank
AVANX
WCMSX
AVANX vs. WCMSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis International Small Cap Value Fund Class G (AVANX) and WCM International Small Cap Growth Fund (WCMSX). 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.
| AVANX | WCMSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.84 | 1.19 | +1.66 |
Sortino ratioReturn per unit of downside risk | 3.43 | 1.64 | +1.79 |
Omega ratioGain probability vs. loss probability | 1.55 | 1.24 | +0.31 |
Calmar ratioReturn relative to maximum drawdown | 3.80 | 1.97 | +1.83 |
Martin ratioReturn relative to average drawdown | 15.25 | 6.05 | +9.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AVANX | WCMSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.84 | 1.19 | +1.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.02 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.59 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 0.59 | +0.38 |
Drawdowns
AVANX vs. WCMSX - Drawdown Comparison
The maximum AVANX drawdown since its inception was -25.35%, smaller than the maximum WCMSX drawdown of -51.60%. Use the drawdown chart below to compare losses from any high point for AVANX and WCMSX.
Loading graphics...
Drawdown Indicators
| AVANX | WCMSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.35% | -51.60% | +26.25% |
Max Drawdown (1Y)Largest decline over 1 year | -12.86% | -9.81% | -3.05% |
Max Drawdown (5Y)Largest decline over 5 years | — | -51.60% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -51.60% | — |
Current DrawdownCurrent decline from peak | -8.44% | -17.15% | +8.71% |
Average DrawdownAverage peak-to-trough decline | -4.90% | -15.89% | +10.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 3.88% | -0.67% |
Volatility
AVANX vs. WCMSX - Volatility Comparison
The current volatility for Avantis International Small Cap Value Fund Class G (AVANX) is 7.21%, while WCM International Small Cap Growth Fund (WCMSX) has a volatility of 7.77%. This indicates that AVANX experiences smaller price fluctuations and is considered to be less risky than WCMSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AVANX | WCMSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.21% | 7.77% | -0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 12.23% | 12.99% | -0.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.29% | 19.11% | -1.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.10% | 20.66% | -3.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.10% | 19.90% | -2.80% |
Dividends
AVANX vs. WCMSX - Dividend Comparison
AVANX's dividend yield for the trailing twelve months is around 10.11%, more than WCMSX's 0.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AVANX Avantis International Small Cap Value Fund Class G | 10.11% | 10.86% | 4.74% | 3.87% | 3.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WCMSX WCM International Small Cap Growth Fund | 0.79% | 0.81% | 1.31% | 0.00% | 0.00% | 10.27% | 2.73% | 0.57% | 4.04% | 1.10% |