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.
Key characteristics
| FCPVX | WAMCX | |
|---|---|---|
| YTD Return | 4.40% | 1.73% |
| 1Y Return | 21.17% | 14.46% |
| 3Y Return (Ann) | 3.94% | -8.98% |
| 5Y Return (Ann) | 12.22% | 8.19% |
| 10Y Return (Ann) | 9.83% | 12.70% |
| Sharpe Ratio | 1.25 | 0.69 |
| Daily Std Dev | 18.15% | 22.23% |
| Max Drawdown | -57.59% | -65.70% |
| Current Drawdown | -1.85% | -35.00% |
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.
Performance
FCPVX vs. WAMCX - Performance Comparison
In the year-to-date period, FCPVX achieves a 4.40% return, which is significantly higher than WAMCX's 1.73% return. Over the past 10 years, FCPVX has underperformed WAMCX with an annualized return of 9.83%, while WAMCX has yielded a comparatively higher 12.70% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
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 4.98%, 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 | 4.98% | 5.20% | 5.92% | 7.95% | 0.46% | 3.49% | 36.93% | 3.64% | 7.12% | 12.28% | 12.65% | 10.22% |
WAMCX Wasatch Ultra Growth Fund | 0.00% | 0.00% | 0.00% | 12.08% | 2.99% | 1.96% | 7.66% | 11.92% | 11.44% | 9.18% | 36.18% | 6.53% |
Drawdowns
FCPVX vs. WAMCX - Drawdown Comparison
The maximum FCPVX drawdown since its inception was -57.59%, smaller than the maximum WAMCX drawdown of -65.70%. 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
The current volatility for Fidelity Small Cap Value Fund (FCPVX) is 4.09%, while Wasatch Ultra Growth Fund (WAMCX) has a volatility of 5.43%. This indicates that FCPVX experiences smaller price fluctuations and is considered to be less risky than WAMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.