Correlation
The correlation between MINDX and WAINX is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
MINDX vs. WAINX
Compare and contrast key facts about Matthews India Fund (MINDX) and Wasatch Emerging India Fund (WAINX).
MINDX is managed by Matthews Asia Funds. It was launched on Oct 30, 2005. WAINX is managed by Wasatch. It was launched on Apr 25, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MINDX or WAINX.
Performance
MINDX vs. WAINX - Performance Comparison
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Key characteristics
MINDX:
0.11
WAINX:
0.52
MINDX:
0.17
WAINX:
0.83
MINDX:
1.02
WAINX:
1.10
MINDX:
0.03
WAINX:
0.54
MINDX:
0.06
WAINX:
1.16
MINDX:
10.46%
WAINX:
7.95%
MINDX:
18.50%
WAINX:
17.87%
MINDX:
-72.18%
WAINX:
-41.33%
MINDX:
-11.33%
WAINX:
-6.76%
Returns By Period
In the year-to-date period, MINDX achieves a -1.34% return, which is significantly lower than WAINX's 2.11% return. Over the past 10 years, MINDX has underperformed WAINX with an annualized return of 6.32%, while WAINX has yielded a comparatively higher 10.93% annualized return.
MINDX
-1.34%
1.38%
-4.42%
2.09%
10.51%
17.03%
6.32%
WAINX
2.11%
0.69%
0.11%
9.25%
9.80%
17.53%
10.93%
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MINDX vs. WAINX - Expense Ratio Comparison
MINDX has a 1.15% expense ratio, which is lower than WAINX's 1.51% expense ratio.
Risk-Adjusted Performance
MINDX vs. WAINX — Risk-Adjusted Performance Rank
MINDX
WAINX
MINDX vs. WAINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Matthews India Fund (MINDX) and Wasatch Emerging India Fund (WAINX). 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.
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Dividends
MINDX vs. WAINX - Dividend Comparison
MINDX's dividend yield for the trailing twelve months is around 15.23%, less than WAINX's 19.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MINDX Matthews India Fund | 15.23% | 15.03% | 3.07% | 15.30% | 10.02% | 3.04% | 12.04% | 16.50% | 1.44% | 1.80% | 0.99% | 0.72% |
WAINX Wasatch Emerging India Fund | 19.78% | 20.19% | 4.23% | 1.15% | 4.29% | 0.00% | 0.31% | 6.96% | 2.91% | 1.07% | 1.42% | 0.07% |
Drawdowns
MINDX vs. WAINX - Drawdown Comparison
The maximum MINDX drawdown since its inception was -72.18%, which is greater than WAINX's maximum drawdown of -41.33%. Use the drawdown chart below to compare losses from any high point for MINDX and WAINX.
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Volatility
MINDX vs. WAINX - Volatility Comparison
Matthews India Fund (MINDX) and Wasatch Emerging India Fund (WAINX) have volatilities of 5.84% and 6.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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