WAEMX vs. GPMCX
Compare and contrast key facts about Wasatch Emerging Markets Small Cap Fund (WAEMX) and Grandeur Peak Global Micro Cap Fund (GPMCX).
WAEMX is managed by Wasatch. It was launched on Sep 30, 2007. GPMCX is managed by Grandeur Peak Funds. It was launched on Oct 19, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WAEMX or GPMCX.
Correlation
The correlation between WAEMX and GPMCX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WAEMX vs. GPMCX - Performance Comparison
Key characteristics
WAEMX:
-0.18
GPMCX:
0.49
WAEMX:
-0.13
GPMCX:
0.74
WAEMX:
0.98
GPMCX:
1.09
WAEMX:
-0.07
GPMCX:
0.15
WAEMX:
-0.63
GPMCX:
1.71
WAEMX:
4.38%
GPMCX:
3.54%
WAEMX:
15.41%
GPMCX:
12.35%
WAEMX:
-66.28%
GPMCX:
-51.97%
WAEMX:
-39.04%
GPMCX:
-36.68%
Returns By Period
In the year-to-date period, WAEMX achieves a -6.60% return, which is significantly lower than GPMCX's 2.61% return.
WAEMX
-6.60%
-5.98%
-8.71%
-4.71%
0.61%
0.73%
GPMCX
2.61%
-2.01%
4.11%
4.65%
2.92%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WAEMX vs. GPMCX - Expense Ratio Comparison
WAEMX has a 1.91% expense ratio, which is higher than GPMCX's 1.85% expense ratio.
Risk-Adjusted Performance
WAEMX vs. GPMCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Emerging Markets Small Cap Fund (WAEMX) and Grandeur Peak Global Micro Cap Fund (GPMCX). 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.
Dividends
WAEMX vs. GPMCX - Dividend Comparison
Neither WAEMX nor GPMCX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
WAEMX Wasatch Emerging Markets Small Cap Fund | 0.00% | 0.00% | 0.00% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.15% |
GPMCX Grandeur Peak Global Micro Cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.99% | 1.10% | 0.00% | 0.46% | 0.22% | 0.00% | 0.00% |
Drawdowns
WAEMX vs. GPMCX - Drawdown Comparison
The maximum WAEMX drawdown since its inception was -66.28%, which is greater than GPMCX's maximum drawdown of -51.97%. Use the drawdown chart below to compare losses from any high point for WAEMX and GPMCX. For additional features, visit the drawdowns tool.
Volatility
WAEMX vs. GPMCX - Volatility Comparison
Wasatch Emerging Markets Small Cap Fund (WAEMX) has a higher volatility of 8.02% compared to Grandeur Peak Global Micro Cap Fund (GPMCX) at 2.76%. This indicates that WAEMX's price experiences larger fluctuations and is considered to be riskier than GPMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.