WAEMX vs. SGIIX
Compare and contrast key facts about Wasatch Emerging Markets Small Cap Fund (WAEMX) and First Eagle Global Fund Class I (SGIIX).
WAEMX is managed by Wasatch. It was launched on Sep 30, 2007. SGIIX is managed by First Eagle.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WAEMX or SGIIX.
Correlation
The correlation between WAEMX and SGIIX is 0.63, 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. SGIIX - Performance Comparison
Key characteristics
WAEMX:
-0.29
SGIIX:
1.39
WAEMX:
-0.28
SGIIX:
1.85
WAEMX:
0.96
SGIIX:
1.25
WAEMX:
-0.11
SGIIX:
1.54
WAEMX:
-0.77
SGIIX:
4.92
WAEMX:
5.87%
SGIIX:
2.73%
WAEMX:
15.49%
SGIIX:
9.62%
WAEMX:
-66.28%
SGIIX:
-45.51%
WAEMX:
-41.19%
SGIIX:
-6.43%
Returns By Period
In the year-to-date period, WAEMX achieves a -2.15% return, which is significantly lower than SGIIX's 2.12% return. Over the past 10 years, WAEMX has underperformed SGIIX with an annualized return of 0.17%, while SGIIX has yielded a comparatively higher 3.91% annualized return.
WAEMX
-2.15%
-3.19%
-9.00%
-4.88%
-1.31%
0.17%
SGIIX
2.12%
2.23%
1.11%
12.57%
4.85%
3.91%
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WAEMX vs. SGIIX - Expense Ratio Comparison
WAEMX has a 1.91% expense ratio, which is higher than SGIIX's 0.86% expense ratio.
Risk-Adjusted Performance
WAEMX vs. SGIIX — Risk-Adjusted Performance Rank
WAEMX
SGIIX
WAEMX vs. SGIIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Emerging Markets Small Cap Fund (WAEMX) and First Eagle Global Fund Class I (SGIIX). 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. SGIIX - Dividend Comparison
WAEMX has not paid dividends to shareholders, while SGIIX's dividend yield for the trailing twelve months is around 2.56%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAEMX Wasatch Emerging Markets Small Cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.15% |
SGIIX First Eagle Global Fund Class I | 2.56% | 2.62% | 1.52% | 0.37% | 2.17% | 1.06% | 1.52% | 1.18% | 1.02% | 0.64% | 0.40% | 0.85% |
Drawdowns
WAEMX vs. SGIIX - Drawdown Comparison
The maximum WAEMX drawdown since its inception was -66.28%, which is greater than SGIIX's maximum drawdown of -45.51%. Use the drawdown chart below to compare losses from any high point for WAEMX and SGIIX. For additional features, visit the drawdowns tool.
Volatility
WAEMX vs. SGIIX - Volatility Comparison
Wasatch Emerging Markets Small Cap Fund (WAEMX) has a higher volatility of 4.48% compared to First Eagle Global Fund Class I (SGIIX) at 3.28%. This indicates that WAEMX's price experiences larger fluctuations and is considered to be riskier than SGIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.