PCFIX vs. WGROX
Compare and contrast key facts about PIMCO RAE PLUS Small Fund (PCFIX) and Wasatch Core Growth Fund (WGROX).
PCFIX is managed by PIMCO. It was launched on Sep 30, 2011. WGROX is managed by Wasatch. It was launched on Dec 8, 1986.
Performance
PCFIX vs. WGROX - Performance Comparison
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PCFIX vs. WGROX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCFIX PIMCO RAE PLUS Small Fund | -2.10% | 6.78% | 20.88% | 18.04% | -12.46% | -36.92% | 9.77% | 21.53% | -12.19% | 12.90% |
WGROX Wasatch Core Growth Fund | -8.56% | -10.37% | 13.13% | 33.43% | -30.86% | 20.76% | 36.73% | 33.31% | -3.75% | 24.29% |
Returns By Period
In the year-to-date period, PCFIX achieves a -2.10% return, which is significantly higher than WGROX's -8.56% return. Over the past 10 years, PCFIX has underperformed WGROX with an annualized return of 3.59%, while WGROX has yielded a comparatively higher 9.85% annualized return.
PCFIX
- 1D
- -0.95%
- 1M
- -7.45%
- YTD
- -2.10%
- 6M
- 1.30%
- 1Y
- 14.37%
- 3Y*
- 14.75%
- 5Y*
- -8.08%
- 10Y*
- 3.59%
WGROX
- 1D
- -1.04%
- 1M
- -10.76%
- YTD
- -8.56%
- 6M
- -11.35%
- 1Y
- -9.24%
- 3Y*
- 4.35%
- 5Y*
- -0.44%
- 10Y*
- 9.85%
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PCFIX vs. WGROX - Expense Ratio Comparison
PCFIX has a 0.85% expense ratio, which is lower than WGROX's 1.17% expense ratio.
Return for Risk
PCFIX vs. WGROX — Risk / Return Rank
PCFIX
WGROX
PCFIX vs. WGROX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RAE PLUS Small Fund (PCFIX) and Wasatch Core Growth Fund (WGROX). 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.
| PCFIX | WGROX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | -0.39 | +1.05 |
Sortino ratioReturn per unit of downside risk | 1.07 | -0.42 | +1.49 |
Omega ratioGain probability vs. loss probability | 1.14 | 0.95 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.80 | -0.72 | +1.52 |
Martin ratioReturn relative to average drawdown | 3.22 | -1.99 | +5.20 |
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
| PCFIX | WGROX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | -0.39 | +1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.24 | -0.02 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.12 | 0.43 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.54 | -0.25 |
Correlation
The correlation between PCFIX and WGROX is 0.85, 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
PCFIX vs. WGROX - Dividend Comparison
PCFIX's dividend yield for the trailing twelve months is around 3.05%, less than WGROX's 9.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCFIX PIMCO RAE PLUS Small Fund | 3.05% | 2.24% | 6.12% | 2.12% | 13.29% | 96.19% | 18.00% | 2.63% | 12.78% | 9.33% | 0.00% | 26.50% |
WGROX Wasatch Core Growth Fund | 9.35% | 8.55% | 9.22% | 0.00% | 0.71% | 16.82% | 7.21% | 10.73% | 10.14% | 6.24% | 0.15% | 12.70% |
Drawdowns
PCFIX vs. WGROX - Drawdown Comparison
The maximum PCFIX drawdown since its inception was -67.77%, which is greater than WGROX's maximum drawdown of -61.61%. Use the drawdown chart below to compare losses from any high point for PCFIX and WGROX.
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Drawdown Indicators
| PCFIX | WGROX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.77% | -61.61% | -6.16% |
Max Drawdown (1Y)Largest decline over 1 year | -15.69% | -15.89% | +0.20% |
Max Drawdown (5Y)Largest decline over 5 years | -67.77% | -40.16% | -27.61% |
Max Drawdown (10Y)Largest decline over 10 years | -67.77% | -40.16% | -27.61% |
Current DrawdownCurrent decline from peak | -45.84% | -25.82% | -20.02% |
Average DrawdownAverage peak-to-trough decline | -21.20% | -9.86% | -11.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.92% | 5.73% | -1.81% |
Volatility
PCFIX vs. WGROX - Volatility Comparison
The current volatility for PIMCO RAE PLUS Small Fund (PCFIX) is 5.43%, while Wasatch Core Growth Fund (WGROX) has a volatility of 6.43%. This indicates that PCFIX experiences smaller price fluctuations and is considered to be less risky than WGROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCFIX | WGROX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.43% | 6.43% | -1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 12.64% | 13.64% | -1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.79% | 23.90% | -1.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.66% | 22.87% | +10.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.13% | 23.23% | +6.90% |