FTMSX vs. WESCX
Compare and contrast key facts about Fuller & Thaler Behavioral Micro-Cap Equity Fund (FTMSX) and TETON Westwood SmallCap Equity Fund (WESCX).
FTMSX is managed by Fuller & Thaler Asset Mgmt. It was launched on Dec 28, 2018. WESCX is managed by Teton Westwood. It was launched on Apr 15, 1997.
Performance
FTMSX vs. WESCX - Performance Comparison
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FTMSX vs. WESCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FTMSX Fuller & Thaler Behavioral Micro-Cap Equity Fund | -0.41% | 0.30% | 3.88% | 13.11% | -31.07% | 37.45% | 15.58% | 17.82% |
WESCX TETON Westwood SmallCap Equity Fund | 9.67% | 17.26% | 15.48% | 12.61% | -12.48% | 29.72% | 10.93% | 29.27% |
Returns By Period
In the year-to-date period, FTMSX achieves a -0.41% return, which is significantly lower than WESCX's 9.67% return.
FTMSX
- 1D
- 3.23%
- 1M
- -6.61%
- YTD
- -0.41%
- 6M
- -5.13%
- 1Y
- 21.90%
- 3Y*
- 4.98%
- 5Y*
- -3.61%
- 10Y*
- —
WESCX
- 1D
- 3.25%
- 1M
- -5.96%
- YTD
- 9.67%
- 6M
- 18.43%
- 1Y
- 41.65%
- 3Y*
- 18.30%
- 5Y*
- 9.30%
- 10Y*
- 13.44%
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FTMSX vs. WESCX - Expense Ratio Comparison
FTMSX has a 2.30% expense ratio, which is higher than WESCX's 1.25% expense ratio.
Return for Risk
FTMSX vs. WESCX — Risk / Return Rank
FTMSX
WESCX
FTMSX vs. WESCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fuller & Thaler Behavioral Micro-Cap Equity Fund (FTMSX) and TETON Westwood SmallCap Equity Fund (WESCX). 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.
| FTMSX | WESCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 1.70 | -0.96 |
Sortino ratioReturn per unit of downside risk | 1.21 | 2.32 | -1.11 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.32 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 2.87 | -1.66 |
Martin ratioReturn relative to average drawdown | 3.76 | 10.86 | -7.11 |
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
| FTMSX | WESCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 1.70 | -0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.13 | 0.43 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.57 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.33 | -0.13 |
Correlation
The correlation between FTMSX and WESCX is 0.87, 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
FTMSX vs. WESCX - Dividend Comparison
FTMSX has not paid dividends to shareholders, while WESCX's dividend yield for the trailing twelve months is around 6.84%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTMSX Fuller & Thaler Behavioral Micro-Cap Equity Fund | 0.00% | 0.00% | 0.12% | 0.00% | 0.00% | 8.27% | 0.37% | 4.90% | 0.00% | 0.00% | 0.00% | 0.00% |
WESCX TETON Westwood SmallCap Equity Fund | 6.84% | 7.50% | 27.81% | 2.81% | 1.60% | 5.60% | 0.01% | 4.66% | 14.77% | 9.13% | 9.32% | 18.92% |
Drawdowns
FTMSX vs. WESCX - Drawdown Comparison
The maximum FTMSX drawdown since its inception was -53.12%, smaller than the maximum WESCX drawdown of -70.60%. Use the drawdown chart below to compare losses from any high point for FTMSX and WESCX.
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Drawdown Indicators
| FTMSX | WESCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.12% | -70.60% | +17.48% |
Max Drawdown (1Y)Largest decline over 1 year | -17.52% | -14.72% | -2.80% |
Max Drawdown (5Y)Largest decline over 5 years | -48.67% | -26.22% | -22.45% |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.13% | — |
Current DrawdownCurrent decline from peak | -26.04% | -7.27% | -18.77% |
Average DrawdownAverage peak-to-trough decline | -22.44% | -20.27% | -2.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.62% | 3.88% | +1.74% |
Volatility
FTMSX vs. WESCX - Volatility Comparison
Fuller & Thaler Behavioral Micro-Cap Equity Fund (FTMSX) has a higher volatility of 8.71% compared to TETON Westwood SmallCap Equity Fund (WESCX) at 8.02%. This indicates that FTMSX's price experiences larger fluctuations and is considered to be riskier than WESCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FTMSX | WESCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.71% | 8.02% | +0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 19.41% | 14.37% | +5.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.25% | 25.04% | +5.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.25% | 21.70% | +6.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.68% | 23.67% | +7.01% |