FAMFX vs. WMKSX
FAMFX (FAM Small Cap Fund) and WMKSX (WesMark Small Company Fund) are both Small Cap Growth Equities funds. Over the past 10 years, FAMFX returned 7.30%/yr vs 13.14%/yr for WMKSX. Their correlation of 0.84 means they have usually moved in the same direction. FAMFX charges 1.27%/yr vs 1.24%/yr for WMKSX.
Performance
FAMFX vs. WMKSX - Performance Comparison
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Returns By Period
In the year-to-date period, FAMFX achieves a 2.21% return, which is significantly lower than WMKSX's 18.70% return. Over the past 10 years, FAMFX has underperformed WMKSX with an annualized return of 7.30%, while WMKSX has yielded a comparatively higher 13.14% annualized return.
FAMFX
- 1D
- -1.82%
- 1M
- 1.53%
- 6M
- 2.84%
- YTD
- 2.21%
- 1Y
- -3.18%
- 3Y*
- 2.48%
- 5Y*
- 2.79%
- 10Y*
- 7.30%
- ALL TIME*
- 9.24%
WMKSX
- 1D
- 0.87%
- 1M
- -3.29%
- 6M
- 12.39%
- YTD
- 18.70%
- 1Y
- 29.43%
- 3Y*
- 21.54%
- 5Y*
- 11.00%
- 10Y*
- 13.14%
- ALL TIME*
- 9.52%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
FAMFX FAM Small Cap Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
FAMFX vs. WMKSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FAMFX FAM Small Cap Fund | 2.21% | -11.60% | 12.43% | 20.10% | -12.42% | 27.72% | 10.10% | 26.89% | -8.54% | 4.56% |
WMKSX WesMark Small Company Fund | 18.70% | 16.19% | 22.12% | 19.42% | -20.72% | 22.81% | 36.78% | 20.32% | -13.92% | 13.21% |
Correlation
The correlation between FAMFX and WMKSX is 0.61, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.61 |
Correlation (3Y) Balances recent behavior with more history. | 0.80 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.85 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.85 |
Correlation (All Time) Calculated using the full available price history since Mar 1, 2012 | 0.84 |
Over the past year, the correlation between FAMFX and WMKSX has dropped to 0.61 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.
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Return for Risk
FAMFX vs. WMKSX — Risk / Return Rank
FAMFX
WMKSX
FAMFX vs. WMKSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FAM Small Cap Fund (FAMFX) and WesMark Small Company Fund (WMKSX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FAMFX | WMKSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.78 | ||
| Sortino ratioReturn per unit of downside risk | -2.51 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.24 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | -0.32 | 2.95 | -3.27 |
| Martin ratioReturn relative to average drawdown | -0.57 | 9.24 | -9.81 |
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Drawdowns
FAMFX vs. WMKSX - Drawdown Comparison
The maximum FAMFX drawdown since its inception was -39.66%, smaller than the maximum WMKSX drawdown of -64.09%. Use the drawdown chart below to compare losses from any high point for FAMFX and WMKSX.
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Drawdown Indicators
| FAMFX | WMKSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.66% | -64.09% | +24.43% |
Max Drawdown (1Y)Largest decline over 1 year | -21.49% | -8.50% | -12.99% |
Max Drawdown (3Y)Largest decline over 3 years | -28.71% | -24.20% | -4.51% |
Max Drawdown (5Y)Largest decline over 5 years | -28.71% | -39.84% | +11.13% |
Max Drawdown (10Y)Largest decline over 10 years | -39.66% | -39.84% | +0.18% |
Current DrawdownCurrent decline from peak | -16.95% | -4.88% | -12.07% |
Average DrawdownAverage peak-to-trough decline | -6.11% | -15.61% | +9.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.17% | 2.73% | +9.44% |
Volatility
FAMFX vs. WMKSX - Volatility Comparison
FAM Small Cap Fund (FAMFX) has a higher volatility of 6.60% compared to WesMark Small Company Fund (WMKSX) at 3.66%. This indicates that FAMFX's price experiences larger fluctuations and is considered to be riskier than WMKSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FAMFX | WMKSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.60% | 3.66% | +2.94% |
Volatility (6M)Calculated over the trailing 6-month period | 13.91% | 12.35% | +1.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.35% | 17.88% | +0.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.91% | 26.08% | -7.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.56% | 23.92% | -4.36% |
FAMFX vs. WMKSX - Expense Ratio Comparison
FAMFX has a 1.27% expense ratio, which is higher than WMKSX's 1.24% expense ratio.
Dividends
FAMFX vs. WMKSX - Dividend Comparison
FAMFX's dividend yield for the trailing twelve months is around 3.34%, less than WMKSX's 19.30% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAMFX FAM Small Cap Fund | 3.34% | 3.41% | 4.43% | 6.44% | 0.36% | 6.55% | 0.00% | 0.47% | 10.85% | 2.15% | 2.99% | 0.24% |
WMKSX WesMark Small Company Fund | 19.30% | 22.91% | 4.69% | 5.93% | 6.23% | 25.75% | 8.21% | 0.00% | 12.53% | 8.59% | 5.26% | 6.57% |
Frequently Asked Questions
FAMFX and WMKSX have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FAMFX has higher volatility (6.60%) compared to WMKSX (3.66%). In terms of maximum drawdown, FAMFX dropped -39.66% vs WMKSX's -64.09%.
WMKSX currently has the higher Sharpe Ratio (1.40 vs -0.38), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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