WAAEX vs. VFINX

In the year-to-date period, WAAEX achieves a 3.90% return, which is significantly higher than VFINX's 2.74% return. Over the past 10 years, WAAEX has underperformed VFINX with an annualized return of -1.05%, while VFINX has yielded a comparatively higher 13.68% annualized return.

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WAAEX has a 1.12% expense ratio, which is higher than VFINX's 0.14% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Wasatch Small Cap Growth Fund (WAAEX) and Vanguard 500 Index Fund Investor Shares (VFINX). 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 WAAEX Sharpe Ratio is 1.20, which is lower than the VFINX Sharpe Ratio of 1.93. The chart below compares the historical Sharpe Ratios of WAAEX and VFINX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WAAEX has not paid dividends to shareholders, while VFINX's dividend yield for the trailing twelve months is around 1.11%.

The maximum WAAEX drawdown since its inception was -62.47%, which is greater than VFINX's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for WAAEX and VFINX. For additional features, visit the drawdowns tool.

Wasatch Small Cap Growth Fund (WAAEX) and Vanguard 500 Index Fund Investor Shares (VFINX) have volatilities of 4.33% and 4.26%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.