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WAAEX vs. VFINX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

WAAEX vs. VFINX

Last updated May 12, 2025

Compare and contrast key facts about Wasatch Small Cap Growth Fund (WAAEX) and Vanguard 500 Index Fund Investor Shares (VFINX).

WAAEX is managed by Wasatch. It was launched on Dec 8, 1986. VFINX is managed by Vanguard.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WAAEX or VFINX.

Correlation

The correlation between WAAEX and VFINX is 1.00, 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.

Performance

WAAEX vs. VFINX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Wasatch Small Cap Growth Fund (WAAEX) and Vanguard 500 Index Fund Investor Shares (VFINX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

WAAEX:

14.64%

VFINX:

9.65%

Max Drawdown

WAAEX:

-0.65%

VFINX:

-0.77%

Current Drawdown

WAAEX:

-0.05%

VFINX:

-0.05%

Returns By Period

WAAEX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VFINX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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WAAEX vs. VFINX - Expense Ratio Comparison

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

WAAEX
Wasatch Small Cap Growth Fund
VFINX
Vanguard 500 Index Fund Investor Shares

Risk-Adjusted Performance

WAAEX vs. VFINX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
WAAEX
The Risk-Adjusted Performance Rank of WAAEX is 3636
Overall Rank
The Sharpe Ratio Rank of WAAEX is 3939
Sharpe Ratio Rank
The Sortino Ratio Rank of WAAEX is 3939
Sortino Ratio Rank
The Omega Ratio Rank of WAAEX is 3636
Omega Ratio Rank
The Calmar Ratio Rank of WAAEX is 3131
Calmar Ratio Rank
The Martin Ratio Rank of WAAEX is 3434
Martin Ratio Rank
VFINX
The Risk-Adjusted Performance Rank of VFINX is 6464
Overall Rank
The Sharpe Ratio Rank of VFINX is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of VFINX is 6262
Sortino Ratio Rank
The Omega Ratio Rank of VFINX is 6464
Omega Ratio Rank
The Calmar Ratio Rank of VFINX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of VFINX is 6464
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

WAAEX vs. VFINX - Risk-Adjusted Performance Comparison

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.

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Dividends

WAAEX vs. VFINX - Dividend Comparison

WAAEX has not paid dividends to shareholders, while VFINX's dividend yield for the trailing twelve months is around 1.23%.

TTM20242023202220212020201920182017201620152014
WAAEX
Wasatch Small Cap Growth Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VFINX
Vanguard 500 Index Fund Investor Shares		1.23%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

WAAEX vs. VFINX - Drawdown Comparison

The maximum WAAEX drawdown since its inception was -0.65%, smaller than the maximum VFINX drawdown of -0.77%. Use the drawdown chart below to compare losses from any high point for WAAEX and VFINX. For additional features, visit the drawdowns tool.

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Volatility

WAAEX vs. VFINX - Volatility Comparison

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