SFGIX vs. WAEMX
Compare and contrast key facts about Seafarer Overseas Growth and Income Fund (SFGIX) and Wasatch Emerging Markets Small Cap Fund (WAEMX).
SFGIX is managed by Seafarer Funds. It was launched on Feb 14, 2012. WAEMX is managed by Wasatch. It was launched on Sep 30, 2007.
Performance
SFGIX vs. WAEMX - Performance Comparison
Loading graphics...
SFGIX vs. WAEMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SFGIX Seafarer Overseas Growth and Income Fund | 1.49% | 32.47% | -5.52% | 13.80% | -12.75% | -2.39% | 22.17% | 23.04% | -18.14% | 25.99% |
WAEMX Wasatch Emerging Markets Small Cap Fund | 2.94% | 5.85% | -2.21% | 21.20% | -38.76% | 30.16% | 32.79% | 27.45% | -18.97% | 38.20% |
Returns By Period
In the year-to-date period, SFGIX achieves a 1.49% return, which is significantly lower than WAEMX's 2.94% return. Both investments have delivered pretty close results over the past 10 years, with SFGIX having a 6.65% annualized return and WAEMX not far behind at 6.51%.
SFGIX
- 1D
- -0.66%
- 1M
- -12.55%
- YTD
- 1.49%
- 6M
- 8.46%
- 1Y
- 29.83%
- 3Y*
- 11.60%
- 5Y*
- 3.62%
- 10Y*
- 6.65%
WAEMX
- 1D
- -1.69%
- 1M
- -7.41%
- YTD
- 2.94%
- 6M
- 8.97%
- 1Y
- 19.69%
- 3Y*
- 6.27%
- 5Y*
- -0.05%
- 10Y*
- 6.51%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SFGIX vs. WAEMX - Expense Ratio Comparison
SFGIX has a 1.00% expense ratio, which is lower than WAEMX's 1.91% expense ratio.
Return for Risk
SFGIX vs. WAEMX — Risk / Return Rank
SFGIX
WAEMX
SFGIX vs. WAEMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Seafarer Overseas Growth and Income Fund (SFGIX) 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.
| SFGIX | WAEMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.98 | 1.15 | +0.83 |
Sortino ratioReturn per unit of downside risk | 2.45 | 1.69 | +0.76 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.22 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 1.81 | +0.30 |
Martin ratioReturn relative to average drawdown | 8.53 | 6.48 | +2.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SFGIX | WAEMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.98 | 1.15 | +0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | -0.00 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.36 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.25 | +0.13 |
Correlation
The correlation between SFGIX and WAEMX is 0.70, 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
SFGIX vs. WAEMX - Dividend Comparison
SFGIX's dividend yield for the trailing twelve months is around 3.34%, less than WAEMX's 68.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFGIX Seafarer Overseas Growth and Income Fund | 3.34% | 3.39% | 3.28% | 1.70% | 1.90% | 8.82% | 2.24% | 2.49% | 8.74% | 2.95% | 0.93% | 1.30% |
WAEMX Wasatch Emerging Markets Small Cap Fund | 68.39% | 70.40% | 6.49% | 0.00% | 3.32% | 6.03% | 7.15% | 5.82% | 12.81% | 0.00% | 0.00% | 0.02% |
Drawdowns
SFGIX vs. WAEMX - Drawdown Comparison
The maximum SFGIX drawdown since its inception was -35.64%, smaller than the maximum WAEMX drawdown of -66.35%. Use the drawdown chart below to compare losses from any high point for SFGIX and WAEMX.
Loading graphics...
Drawdown Indicators
| SFGIX | WAEMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.64% | -66.35% | +30.71% |
Max Drawdown (1Y)Largest decline over 1 year | -12.86% | -9.38% | -3.48% |
Max Drawdown (5Y)Largest decline over 5 years | -29.93% | -44.88% | +14.95% |
Max Drawdown (10Y)Largest decline over 10 years | -35.64% | -44.88% | +9.24% |
Current DrawdownCurrent decline from peak | -12.86% | -23.84% | +10.98% |
Average DrawdownAverage peak-to-trough decline | -9.64% | -16.87% | +7.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.17% | 2.61% | +0.56% |
Volatility
SFGIX vs. WAEMX - Volatility Comparison
Seafarer Overseas Growth and Income Fund (SFGIX) has a higher volatility of 7.89% compared to Wasatch Emerging Markets Small Cap Fund (WAEMX) at 7.10%. This indicates that SFGIX'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.
Loading graphics...
Volatility by Period
| SFGIX | WAEMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.89% | 7.10% | +0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 11.12% | 12.17% | -1.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.70% | 16.78% | -2.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.05% | 17.40% | -3.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.03% | 17.93% | -2.90% |