FMIEX vs. APITX
Compare and contrast key facts about Wasatch Global Value Fund Investor Class Shares (FMIEX) and Yorktown Growth Fund (APITX).
FMIEX is managed by Wasatch. It was launched on Sep 25, 1996. APITX is managed by Yorktown Funds. It was launched on Jun 13, 1985.
Performance
FMIEX vs. APITX - Performance Comparison
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FMIEX vs. APITX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FMIEX Wasatch Global Value Fund Investor Class Shares | 7.66% | 30.93% | 8.66% | 5.67% | -0.12% | 25.11% | 2.04% | 17.27% | -5.67% | 11.21% |
APITX Yorktown Growth Fund | -0.57% | 10.90% | 7.34% | 19.37% | -26.74% | 16.38% | 28.59% | 30.52% | -14.66% | 26.20% |
Returns By Period
In the year-to-date period, FMIEX achieves a 7.66% return, which is significantly higher than APITX's -0.57% return. Over the past 10 years, FMIEX has outperformed APITX with an annualized return of 11.20%, while APITX has yielded a comparatively lower 8.61% annualized return.
FMIEX
- 1D
- 1.53%
- 1M
- -3.71%
- YTD
- 7.66%
- 6M
- 12.40%
- 1Y
- 26.75%
- 3Y*
- 17.27%
- 5Y*
- 11.77%
- 10Y*
- 11.20%
APITX
- 1D
- 4.37%
- 1M
- -6.54%
- YTD
- -0.57%
- 6M
- -1.21%
- 1Y
- 19.17%
- 3Y*
- 9.66%
- 5Y*
- 2.42%
- 10Y*
- 8.61%
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FMIEX vs. APITX - Expense Ratio Comparison
FMIEX has a 1.10% expense ratio, which is lower than APITX's 2.04% expense ratio.
Return for Risk
FMIEX vs. APITX — Risk / Return Rank
FMIEX
APITX
FMIEX vs. APITX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Global Value Fund Investor Class Shares (FMIEX) and Yorktown Growth Fund (APITX). 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.
| FMIEX | APITX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.22 | 0.86 | +1.36 |
Sortino ratioReturn per unit of downside risk | 2.97 | 1.35 | +1.62 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.18 | +0.26 |
Calmar ratioReturn relative to maximum drawdown | 2.83 | 1.53 | +1.30 |
Martin ratioReturn relative to average drawdown | 13.12 | 5.62 | +7.49 |
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
| FMIEX | APITX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.22 | 0.86 | +1.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.93 | 0.12 | +0.81 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.46 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.34 | +0.24 |
Correlation
The correlation between FMIEX and APITX is 0.80, 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
FMIEX vs. APITX - Dividend Comparison
FMIEX's dividend yield for the trailing twelve months is around 4.88%, while APITX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMIEX Wasatch Global Value Fund Investor Class Shares | 4.88% | 5.76% | 9.02% | 3.27% | 8.54% | 4.34% | 1.74% | 3.82% | 18.46% | 16.45% | 5.16% | 11.75% |
APITX Yorktown Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 18.81% | 13.95% | 9.40% | 25.45% | 7.74% | 1.09% | 3.16% |
Drawdowns
FMIEX vs. APITX - Drawdown Comparison
The maximum FMIEX drawdown since its inception was -49.85%, smaller than the maximum APITX drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for FMIEX and APITX.
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Drawdown Indicators
| FMIEX | APITX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.85% | -63.33% | +13.48% |
Max Drawdown (1Y)Largest decline over 1 year | -9.34% | -12.88% | +3.54% |
Max Drawdown (5Y)Largest decline over 5 years | -18.63% | -35.69% | +17.06% |
Max Drawdown (10Y)Largest decline over 10 years | -39.33% | -35.69% | -3.64% |
Current DrawdownCurrent decline from peak | -4.40% | -7.91% | +3.51% |
Average DrawdownAverage peak-to-trough decline | -6.61% | -14.49% | +7.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.06% | 3.50% | -1.44% |
Volatility
FMIEX vs. APITX - Volatility Comparison
The current volatility for Wasatch Global Value Fund Investor Class Shares (FMIEX) is 3.91%, while Yorktown Growth Fund (APITX) has a volatility of 9.32%. This indicates that FMIEX experiences smaller price fluctuations and is considered to be less risky than APITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FMIEX | APITX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.91% | 9.32% | -5.41% |
Volatility (6M)Calculated over the trailing 6-month period | 6.85% | 15.94% | -9.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.87% | 23.68% | -11.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.77% | 20.63% | -7.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.73% | 18.85% | -3.12% |