FCPVX vs. WAMCX
Compare and contrast key facts about Fidelity Small Cap Value Fund (FCPVX) and Wasatch Ultra Growth Fund (WAMCX).
FCPVX is managed by Fidelity. It was launched on Nov 3, 2004. WAMCX is managed by Wasatch. It was launched on Aug 17, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCPVX or WAMCX.
Performance
FCPVX vs. WAMCX - Performance Comparison
Returns By Period
In the year-to-date period, FCPVX achieves a 7.93% return, which is significantly lower than WAMCX's 11.25% return. Both investments have delivered pretty close results over the past 10 years, with FCPVX having a 3.59% annualized return and WAMCX not far ahead at 3.64%.
FCPVX
7.93%
0.61%
3.43%
19.86%
8.17%
3.59%
WAMCX
11.25%
1.20%
8.51%
32.10%
6.19%
3.64%
Key characteristics
| FCPVX | WAMCX | |
|---|---|---|
| Sharpe Ratio | 1.09 | 1.62 |
| Sortino Ratio | 1.68 | 2.25 |
| Omega Ratio | 1.20 | 1.28 |
| Calmar Ratio | 1.00 | 0.66 |
| Martin Ratio | 4.79 | 6.97 |
| Ulcer Index | 4.38% | 4.92% |
| Daily Std Dev | 19.33% | 21.10% |
| Max Drawdown | -58.43% | -70.06% |
| Current Drawdown | -4.91% | -36.91% |
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FCPVX vs. WAMCX - Expense Ratio Comparison
FCPVX has a 0.99% expense ratio, which is lower than WAMCX's 1.16% expense ratio.
Correlation
The correlation between FCPVX and WAMCX is 0.79, 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.
Risk-Adjusted Performance
FCPVX vs. WAMCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Value Fund (FCPVX) and Wasatch Ultra Growth Fund (WAMCX). 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.
Dividends
FCPVX vs. WAMCX - Dividend Comparison
FCPVX's dividend yield for the trailing twelve months is around 0.68%, while WAMCX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCPVX Fidelity Small Cap Value Fund | 0.68% | 0.64% | 0.00% | 2.04% | 0.46% | 0.81% | 1.10% | 1.09% | 0.77% | 12.28% | 12.65% | 10.22% |
WAMCX Wasatch Ultra Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.50% | 0.61% | 0.00% | 0.06% | 0.00% |
Drawdowns
FCPVX vs. WAMCX - Drawdown Comparison
The maximum FCPVX drawdown since its inception was -58.43%, smaller than the maximum WAMCX drawdown of -70.06%. Use the drawdown chart below to compare losses from any high point for FCPVX and WAMCX. For additional features, visit the drawdowns tool.
Volatility
FCPVX vs. WAMCX - Volatility Comparison
Fidelity Small Cap Value Fund (FCPVX) has a higher volatility of 7.70% compared to Wasatch Ultra Growth Fund (WAMCX) at 6.41%. This indicates that FCPVX's price experiences larger fluctuations and is considered to be riskier than WAMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.