REMVX vs. WAEMX
Compare and contrast key facts about RBC Emerging Markets Value Equity Fund (REMVX) and Wasatch Emerging Markets Small Cap Fund (WAEMX).
REMVX is managed by RBC Global Asset Management.. It was launched on Feb 8, 2018. WAEMX is managed by Wasatch. It was launched on Sep 30, 2007.
Performance
REMVX vs. WAEMX - Performance Comparison
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REMVX vs. WAEMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
REMVX RBC Emerging Markets Value Equity Fund | 4.24% | 47.31% | 4.58% | 11.03% | -16.99% | 3.71% | 18.03% | 16.00% | -11.48% |
WAEMX Wasatch Emerging Markets Small Cap Fund | 4.12% | 5.85% | -2.21% | 21.20% | -38.76% | 30.16% | 32.79% | 27.45% | -12.15% |
Returns By Period
The year-to-date returns for both stocks are quite close, with REMVX having a 4.24% return and WAEMX slightly lower at 4.12%.
REMVX
- 1D
- 3.15%
- 1M
- -10.27%
- YTD
- 4.24%
- 6M
- 13.05%
- 1Y
- 43.84%
- 3Y*
- 19.40%
- 5Y*
- 7.18%
- 10Y*
- —
WAEMX
- 1D
- 1.14%
- 1M
- -5.85%
- YTD
- 4.12%
- 6M
- 9.04%
- 1Y
- 21.06%
- 3Y*
- 6.68%
- 5Y*
- -0.10%
- 10Y*
- 6.63%
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REMVX vs. WAEMX - Expense Ratio Comparison
REMVX has a 0.95% expense ratio, which is lower than WAEMX's 1.91% expense ratio.
Return for Risk
REMVX vs. WAEMX — Risk / Return Rank
REMVX
WAEMX
REMVX vs. WAEMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RBC Emerging Markets Value Equity Fund (REMVX) and Wasatch Emerging Markets Small Cap Fund (WAEMX). 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.
| REMVX | WAEMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.35 | 1.26 | +1.09 |
Sortino ratioReturn per unit of downside risk | 2.92 | 1.82 | +1.10 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.23 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 2.72 | 2.20 | +0.52 |
Martin ratioReturn relative to average drawdown | 11.14 | 7.78 | +3.36 |
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
| REMVX | WAEMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.35 | 1.26 | +1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | -0.01 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.37 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.25 | +0.18 |
Correlation
The correlation between REMVX and WAEMX is 0.72, 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
REMVX vs. WAEMX - Dividend Comparison
REMVX's dividend yield for the trailing twelve months is around 1.95%, less than WAEMX's 67.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REMVX RBC Emerging Markets Value Equity Fund | 1.95% | 2.03% | 5.02% | 4.02% | 7.02% | 13.30% | 0.38% | 3.82% | 2.51% | 0.00% | 0.00% | 0.00% |
WAEMX Wasatch Emerging Markets Small Cap Fund | 67.61% | 70.40% | 6.49% | 0.00% | 3.32% | 6.03% | 7.15% | 5.82% | 12.81% | 0.00% | 0.00% | 0.02% |
Drawdowns
REMVX vs. WAEMX - Drawdown Comparison
The maximum REMVX drawdown since its inception was -36.92%, smaller than the maximum WAEMX drawdown of -66.35%. Use the drawdown chart below to compare losses from any high point for REMVX and WAEMX.
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Drawdown Indicators
| REMVX | WAEMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.92% | -66.35% | +29.43% |
Max Drawdown (1Y)Largest decline over 1 year | -15.08% | -9.38% | -5.70% |
Max Drawdown (5Y)Largest decline over 5 years | -36.42% | -44.88% | +8.46% |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.88% | — |
Current DrawdownCurrent decline from peak | -12.41% | -22.97% | +10.56% |
Average DrawdownAverage peak-to-trough decline | -11.54% | -16.87% | +5.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 2.65% | +1.03% |
Volatility
REMVX vs. WAEMX - Volatility Comparison
RBC Emerging Markets Value Equity Fund (REMVX) has a higher volatility of 10.22% compared to Wasatch Emerging Markets Small Cap Fund (WAEMX) at 7.25%. This indicates that REMVX's price experiences larger fluctuations and is considered to be riskier than WAEMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| REMVX | WAEMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.22% | 7.25% | +2.97% |
Volatility (6M)Calculated over the trailing 6-month period | 13.98% | 12.20% | +1.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.99% | 16.78% | +2.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.57% | 17.41% | +0.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.49% | 17.94% | +1.55% |