TEMZX vs. WAEMX
Compare and contrast key facts about Templeton Emerging Markets Small Cap Fund (TEMZX) and Wasatch Emerging Markets Small Cap Fund (WAEMX).
TEMZX is managed by Franklin Templeton. It was launched on Oct 1, 2006. WAEMX is managed by Wasatch. It was launched on Sep 30, 2007.
Performance
TEMZX vs. WAEMX - Performance Comparison
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TEMZX vs. WAEMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TEMZX Templeton Emerging Markets Small Cap Fund | -2.70% | 10.91% | 7.92% | 13.57% | -18.99% | 23.64% | 9.92% | 5.80% | -14.72% | 31.60% |
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, TEMZX achieves a -2.70% return, which is significantly lower than WAEMX's 2.94% return. Over the past 10 years, TEMZX has underperformed WAEMX with an annualized return of 5.96%, while WAEMX has yielded a comparatively higher 6.51% annualized return.
TEMZX
- 1D
- -1.47%
- 1M
- -10.39%
- YTD
- -2.70%
- 6M
- -0.76%
- 1Y
- 10.21%
- 3Y*
- 7.67%
- 5Y*
- 3.95%
- 10Y*
- 5.96%
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%
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TEMZX vs. WAEMX - Expense Ratio Comparison
TEMZX has a 1.50% expense ratio, which is lower than WAEMX's 1.91% expense ratio.
Return for Risk
TEMZX vs. WAEMX — Risk / Return Rank
TEMZX
WAEMX
TEMZX vs. WAEMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Emerging Markets Small Cap Fund (TEMZX) 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.
| TEMZX | WAEMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 1.15 | -0.41 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.69 | -0.62 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.22 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.76 | 1.81 | -1.05 |
Martin ratioReturn relative to average drawdown | 2.86 | 6.48 | -3.63 |
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
| TEMZX | WAEMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 1.15 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | -0.00 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.36 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.25 | +0.04 |
Correlation
The correlation between TEMZX and WAEMX is 0.75, 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
TEMZX vs. WAEMX - Dividend Comparison
TEMZX's dividend yield for the trailing twelve months is around 1.42%, less than WAEMX's 68.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEMZX Templeton Emerging Markets Small Cap Fund | 1.42% | 1.39% | 0.52% | 3.14% | 8.03% | 10.93% | 2.81% | 1.82% | 2.86% | 0.12% | 2.02% | 0.56% |
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
TEMZX vs. WAEMX - Drawdown Comparison
The maximum TEMZX drawdown since its inception was -69.98%, which is greater than WAEMX's maximum drawdown of -66.35%. Use the drawdown chart below to compare losses from any high point for TEMZX and WAEMX.
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Drawdown Indicators
| TEMZX | WAEMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.98% | -66.35% | -3.63% |
Max Drawdown (1Y)Largest decline over 1 year | -10.50% | -9.38% | -1.12% |
Max Drawdown (5Y)Largest decline over 5 years | -29.26% | -44.88% | +15.62% |
Max Drawdown (10Y)Largest decline over 10 years | -48.59% | -44.88% | -3.71% |
Current DrawdownCurrent decline from peak | -10.50% | -23.84% | +13.34% |
Average DrawdownAverage peak-to-trough decline | -12.81% | -16.87% | +4.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 2.61% | +0.18% |
Volatility
TEMZX vs. WAEMX - Volatility Comparison
The current volatility for Templeton Emerging Markets Small Cap Fund (TEMZX) is 5.80%, while Wasatch Emerging Markets Small Cap Fund (WAEMX) has a volatility of 7.10%. This indicates that TEMZX experiences smaller price fluctuations and is considered to be less risky 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
| TEMZX | WAEMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.80% | 7.10% | -1.30% |
Volatility (6M)Calculated over the trailing 6-month period | 8.23% | 12.17% | -3.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.33% | 16.78% | -4.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.58% | 17.40% | -3.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.17% | 17.93% | -3.76% |