EMRGX vs. WAEMX
Compare and contrast key facts about Emerging Markets Growth Fund, Inc. (EMRGX) and Wasatch Emerging Markets Small Cap Fund (WAEMX).
EMRGX is managed by T. Rowe Price. It was launched on May 29, 1986. WAEMX is managed by Wasatch. It was launched on Sep 30, 2007.
Performance
EMRGX vs. WAEMX - Performance Comparison
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EMRGX vs. WAEMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EMRGX Emerging Markets Growth Fund, Inc. | -2.01% | 31.55% | 1.06% | 8.09% | -24.69% | -0.73% | 21.56% | 23.99% | -14.56% | 41.31% |
WAEMX Wasatch Emerging Markets Small Cap Fund | 2.94% | 5.85% | -2.21% | 21.20% | -38.76% | 30.16% | 32.79% | 27.45% | -18.97% | 38.20% |
Returns By Period
In the year-to-date period, EMRGX achieves a -2.01% return, which is significantly lower than WAEMX's 2.94% return. Over the past 10 years, EMRGX has outperformed WAEMX with an annualized return of 7.19%, while WAEMX has yielded a comparatively lower 6.51% annualized return.
EMRGX
- 1D
- -0.72%
- 1M
- -12.37%
- YTD
- -2.01%
- 6M
- 0.51%
- 1Y
- 23.91%
- 3Y*
- 10.79%
- 5Y*
- 0.36%
- 10Y*
- 7.19%
WAEMX
- 1D
- -1.69%
- 1M
- -7.41%
- YTD
- 2.94%
- 6M
- 8.97%
- 1Y
- 19.69%
- 3Y*
- 6.27%
- 5Y*
- -0.05%
- 10Y*
- 6.51%
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EMRGX vs. WAEMX - Expense Ratio Comparison
EMRGX has a 0.76% expense ratio, which is lower than WAEMX's 1.91% expense ratio.
Return for Risk
EMRGX vs. WAEMX — Risk / Return Rank
EMRGX
WAEMX
EMRGX vs. WAEMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Emerging Markets Growth Fund, Inc. (EMRGX) and Wasatch Emerging Markets Small Cap Fund (WAEMX). 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.
| EMRGX | WAEMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 1.15 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.69 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.22 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 1.81 | -0.19 |
Martin ratioReturn relative to average drawdown | 6.70 | 6.48 | +0.21 |
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
| EMRGX | WAEMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 1.15 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | -0.00 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.36 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.25 | -0.04 |
Correlation
The correlation between EMRGX and WAEMX is 0.72, 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
EMRGX vs. WAEMX - Dividend Comparison
EMRGX's dividend yield for the trailing twelve months is around 4.04%, less than WAEMX's 68.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMRGX Emerging Markets Growth Fund, Inc. | 4.04% | 3.96% | 0.00% | 1.51% | 1.34% | 11.22% | 6.63% | 5.89% | 2.21% | 1.11% | 0.00% | 0.00% |
WAEMX Wasatch Emerging Markets Small Cap Fund | 68.39% | 70.40% | 6.49% | 0.00% | 3.32% | 6.03% | 7.15% | 5.82% | 12.81% | 0.00% | 0.00% | 0.02% |
Drawdowns
EMRGX vs. WAEMX - Drawdown Comparison
The maximum EMRGX drawdown since its inception was -42.84%, smaller than the maximum WAEMX drawdown of -66.35%. Use the drawdown chart below to compare losses from any high point for EMRGX and WAEMX.
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Drawdown Indicators
| EMRGX | WAEMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.84% | -66.35% | +23.51% |
Max Drawdown (1Y)Largest decline over 1 year | -13.38% | -9.38% | -4.00% |
Max Drawdown (5Y)Largest decline over 5 years | -41.80% | -44.88% | +3.08% |
Max Drawdown (10Y)Largest decline over 10 years | -42.84% | -44.88% | +2.04% |
Current DrawdownCurrent decline from peak | -13.38% | -23.84% | +10.46% |
Average DrawdownAverage peak-to-trough decline | -16.43% | -16.87% | +0.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 2.61% | +0.62% |
Volatility
EMRGX vs. WAEMX - Volatility Comparison
Emerging Markets Growth Fund, Inc. (EMRGX) and Wasatch Emerging Markets Small Cap Fund (WAEMX) have volatilities of 6.89% and 7.10%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EMRGX | WAEMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.89% | 7.10% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 11.21% | 12.17% | -0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.46% | 16.78% | -0.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.77% | 17.40% | -0.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.48% | 17.93% | -0.45% |