ISCGX vs. WMKSX
ISCGX (Transamerica Small Cap Growth) and WMKSX (WesMark Small Company Fund) are both Small Cap Growth Equities funds. Over the past 10 years, ISCGX returned 8.91%/yr vs 14.11%/yr for WMKSX. Their correlation of 0.91 suggests significant overlap in exposure. ISCGX charges 1.06%/yr vs 1.24%/yr for WMKSX.
Performance
ISCGX vs. WMKSX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, ISCGX achieves a 8.27% return, which is significantly lower than WMKSX's 20.14% return. Over the past 10 years, ISCGX has underperformed WMKSX with an annualized return of 8.91%, while WMKSX has yielded a comparatively higher 14.11% annualized return.
ISCGX
- 1D
- -1.61%
- 1M
- 0.92%
- YTD
- 8.27%
- 6M
- 5.36%
- 1Y
- 10.62%
- 3Y*
- 6.52%
- 5Y*
- -0.73%
- 10Y*
- 8.91%
WMKSX
- 1D
- -0.62%
- 1M
- 4.65%
- YTD
- 20.14%
- 6M
- 17.56%
- 1Y
- 33.60%
- 3Y*
- 25.52%
- 5Y*
- 11.21%
- 10Y*
- 14.11%
ISCGX vs. WMKSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISCGX Transamerica Small Cap Growth | 8.27% | -3.41% | 6.12% | 20.01% | -30.85% | 18.23% | 32.20% | 29.47% | -7.71% | 15.56% |
WMKSX WesMark Small Company Fund | 20.14% | 16.19% | 22.12% | 19.42% | -20.72% | 22.81% | 36.78% | 20.32% | -13.92% | 13.21% |
Correlation
The correlation between ISCGX and WMKSX is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.89 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.91 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.91 |
The correlation between ISCGX and WMKSX has been stable across timeframes, ranging from 0.89 to 0.91 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
ISCGX vs. WMKSX — Risk / Return Rank
ISCGX
WMKSX
ISCGX vs. WMKSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Small Cap Growth (ISCGX) 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.
| ISCGX | WMKSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.35 | ||
| Sortino ratioReturn per unit of downside risk | -1.73 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.33 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 0.81 | 4.14 | -3.33 |
| Martin ratioReturn relative to average drawdown | 2.82 | 13.86 | -11.04 |
Loading charts...
Drawdowns
ISCGX vs. WMKSX - Drawdown Comparison
The maximum ISCGX drawdown since its inception was -39.22%, smaller than the maximum WMKSX drawdown of -64.09%. Use the drawdown chart below to compare losses from any high point for ISCGX and WMKSX.
Loading charts...
Drawdown Indicators
| ISCGX | WMKSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.22% | -64.09% | +24.87% |
Max Drawdown (1Y)Largest decline over 1 year | -14.78% | -8.50% | -6.28% |
Max Drawdown (3Y)Largest decline over 3 years | -26.12% | -24.20% | -1.92% |
Max Drawdown (5Y)Largest decline over 5 years | -39.22% | -39.84% | +0.62% |
Max Drawdown (10Y)Largest decline over 10 years | -39.22% | -39.84% | +0.62% |
Current DrawdownCurrent decline from peak | -15.23% | -0.62% | -14.61% |
Average DrawdownAverage peak-to-trough decline | -11.22% | -15.65% | +4.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.26% | 2.53% | +1.73% |
Volatility
ISCGX vs. WMKSX - Volatility Comparison
Transamerica Small Cap Growth (ISCGX) has a higher volatility of 7.16% compared to WesMark Small Company Fund (WMKSX) at 4.61%. This indicates that ISCGX'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.
Loading charts...
Volatility by Period
| ISCGX | WMKSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.16% | 4.61% | +2.55% |
Volatility (6M)Calculated over the trailing 6-month period | 15.44% | 12.32% | +3.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.56% | 17.91% | +1.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.49% | 26.13% | -2.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.03% | 23.96% | -0.93% |
ISCGX vs. WMKSX - Expense Ratio Comparison
ISCGX has a 1.06% expense ratio, which is lower than WMKSX's 1.24% expense ratio.
Dividends
ISCGX vs. WMKSX - Dividend Comparison
ISCGX's dividend yield for the trailing twelve months is around 14.29%, less than WMKSX's 19.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISCGX Transamerica Small Cap Growth | 14.29% | 15.47% | 12.92% | 4.61% | 4.29% | 11.50% | 8.30% | 6.94% | 11.71% | 10.40% | 121.18% | 9.14% |
WMKSX WesMark Small Company Fund | 19.07% | 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
ISCGX and WMKSX have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ISCGX has higher volatility (7.16%) compared to WMKSX (4.61%). In terms of maximum drawdown, ISCGX dropped -39.22% vs WMKSX's -64.09%.
WMKSX currently has the higher Sharpe Ratio (1.97 vs 0.62), 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.
Find the right allocation for ISCGX and WMKSX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer