WAEMX vs. FNWFX
Compare and contrast key facts about Wasatch Emerging Markets Small Cap Fund (WAEMX) and American Funds New World Fund Class F-3 (FNWFX).
WAEMX is managed by Wasatch. It was launched on Sep 30, 2007. FNWFX is managed by American Funds. It was launched on Jun 17, 1999.
Performance
WAEMX vs. FNWFX - Performance Comparison
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WAEMX vs. FNWFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WAEMX Wasatch Emerging Markets Small Cap Fund | 4.12% | 5.85% | -2.21% | 21.20% | -38.76% | 30.16% | 32.79% | 27.45% | -18.97% | 31.43% |
FNWFX American Funds New World Fund Class F-3 | -1.47% | 28.67% | 6.88% | 16.24% | -21.77% | 5.09% | 25.30% | 28.02% | -12.00% | 25.87% |
Returns By Period
In the year-to-date period, WAEMX achieves a 4.12% return, which is significantly higher than FNWFX's -1.47% return.
WAEMX
- 1D
- 1.14%
- 1M
- -5.85%
- YTD
- 4.12%
- 6M
- 9.04%
- 1Y
- 21.06%
- 3Y*
- 6.68%
- 5Y*
- -0.10%
- 10Y*
- 6.63%
FNWFX
- 1D
- 2.61%
- 1M
- -8.56%
- YTD
- -1.47%
- 6M
- 2.11%
- 1Y
- 24.01%
- 3Y*
- 13.87%
- 5Y*
- 4.79%
- 10Y*
- —
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WAEMX vs. FNWFX - Expense Ratio Comparison
WAEMX has a 1.91% expense ratio, which is higher than FNWFX's 0.57% expense ratio.
Return for Risk
WAEMX vs. FNWFX — Risk / Return Rank
WAEMX
FNWFX
WAEMX vs. FNWFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Emerging Markets Small Cap Fund (WAEMX) and American Funds New World Fund Class F-3 (FNWFX). 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.
| WAEMX | FNWFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.59 | -0.33 |
Sortino ratioReturn per unit of downside risk | 1.82 | 2.19 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.32 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.20 | 1.83 | +0.36 |
Martin ratioReturn relative to average drawdown | 7.78 | 7.63 | +0.15 |
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
| WAEMX | FNWFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.59 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.32 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.59 | -0.33 |
Correlation
The correlation between WAEMX and FNWFX 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
WAEMX vs. FNWFX - Dividend Comparison
WAEMX's dividend yield for the trailing twelve months is around 67.61%, more than FNWFX's 6.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAEMX Wasatch Emerging Markets Small Cap Fund | 67.61% | 70.40% | 6.49% | 0.00% | 3.32% | 6.03% | 7.15% | 5.82% | 12.81% | 0.00% | 0.00% | 0.02% |
FNWFX American Funds New World Fund Class F-3 | 6.18% | 6.09% | 4.10% | 2.88% | 1.33% | 7.32% | 0.43% | 4.04% | 2.70% | 2.27% | 0.00% | 0.00% |
Drawdowns
WAEMX vs. FNWFX - Drawdown Comparison
The maximum WAEMX drawdown since its inception was -66.35%, which is greater than FNWFX's maximum drawdown of -33.40%. Use the drawdown chart below to compare losses from any high point for WAEMX and FNWFX.
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Drawdown Indicators
| WAEMX | FNWFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.35% | -33.40% | -32.95% |
Max Drawdown (1Y)Largest decline over 1 year | -9.38% | -13.00% | +3.62% |
Max Drawdown (5Y)Largest decline over 5 years | -44.88% | -33.40% | -11.48% |
Max Drawdown (10Y)Largest decline over 10 years | -44.88% | — | — |
Current DrawdownCurrent decline from peak | -22.97% | -10.73% | -12.24% |
Average DrawdownAverage peak-to-trough decline | -16.87% | -8.80% | -8.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 3.13% | -0.48% |
Volatility
WAEMX vs. FNWFX - Volatility Comparison
Wasatch Emerging Markets Small Cap Fund (WAEMX) and American Funds New World Fund Class F-3 (FNWFX) have volatilities of 7.25% and 7.09%, 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.
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Volatility by Period
| WAEMX | FNWFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 7.09% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 12.20% | 11.01% | +1.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.78% | 15.62% | +1.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.41% | 15.17% | +2.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.94% | 16.32% | +1.62% |