BRSVX vs. WAMVX

In the year-to-date period, BRSVX achieves a -10.52% return, which is significantly lower than WAMVX's -5.26% return. Over the past 10 years, BRSVX has underperformed WAMVX with an annualized return of 8.55%, while WAMVX has yielded a comparatively higher 10.78% annualized return.

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BRSVX has a 0.83% expense ratio, which is lower than WAMVX's 1.66% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Bridgeway Small Cap Value Fund (BRSVX) and Wasatch Micro Cap Value Fund (WAMVX). 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.

The current BRSVX Sharpe Ratio is -0.25, which is lower than the WAMVX Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of BRSVX and WAMVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BRSVX's dividend yield for the trailing twelve months is around 8.47%, while WAMVX has not paid dividends to shareholders.

The maximum BRSVX drawdown since its inception was -67.58%, which is greater than WAMVX's maximum drawdown of -62.63%. Use the drawdown chart below to compare losses from any high point for BRSVX and WAMVX.

Bridgeway Small Cap Value Fund (BRSVX) has a higher volatility of 6.04% compared to Wasatch Micro Cap Value Fund (WAMVX) at 5.02%. This indicates that BRSVX's price experiences larger fluctuations and is considered to be riskier than WAMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.