VIESX vs. WMICX

In the year-to-date period, VIESX achieves a 4.93% return, which is significantly higher than WMICX's -5.68% return. Over the past 10 years, VIESX has outperformed WMICX with an annualized return of 6.01%, while WMICX has yielded a comparatively lower -0.18% annualized return.

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VIESX has a 1.51% expense ratio, which is lower than WMICX's 1.63% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Emerging Markets Small-Cap Fund (VIESX) and Wasatch Micro Cap Fund (WMICX). 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.

The current VIESX Sharpe Ratio is 0.49, which is comparable to the WMICX Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of VIESX and WMICX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VIESX's dividend yield for the trailing twelve months is around 1.58%, while WMICX has not paid dividends to shareholders.

The maximum VIESX drawdown since its inception was -39.01%, smaller than the maximum WMICX drawdown of -72.45%. Use the drawdown chart below to compare losses from any high point for VIESX and WMICX. For additional features, visit the drawdowns tool.

The current volatility for Virtus KAR Emerging Markets Small-Cap Fund (VIESX) is 2.39%, while Wasatch Micro Cap Fund (WMICX) has a volatility of 5.20%. This indicates that VIESX experiences smaller price fluctuations and is considered to be less risky than WMICX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.