WAESX vs. BESIX
Compare and contrast key facts about Wasatch Emerging Markets Select Fund (WAESX) and William Blair Emerging Markets Small Cap Growth Fund (BESIX).
WAESX is managed by Wasatch. It was launched on Dec 12, 2012. BESIX is managed by William Blair. It was launched on Oct 23, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WAESX or BESIX.
Correlation
The correlation between WAESX and BESIX is 0.74, 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
WAESX vs. BESIX - Performance Comparison
Key characteristics
WAESX:
0.76
BESIX:
-0.20
WAESX:
1.13
BESIX:
-0.18
WAESX:
1.14
BESIX:
0.98
WAESX:
0.31
BESIX:
-0.10
WAESX:
2.25
BESIX:
-0.66
WAESX:
4.95%
BESIX:
3.99%
WAESX:
14.70%
BESIX:
12.96%
WAESX:
-46.09%
BESIX:
-39.37%
WAESX:
-26.52%
BESIX:
-26.49%
Returns By Period
In the year-to-date period, WAESX achieves a 7.10% return, which is significantly higher than BESIX's -9.43% return. Over the past 10 years, WAESX has outperformed BESIX with an annualized return of 5.51%, while BESIX has yielded a comparatively lower 2.19% annualized return.
WAESX
7.10%
6.65%
1.20%
11.57%
5.85%
5.51%
BESIX
-9.43%
-5.50%
-8.80%
-3.26%
1.97%
2.19%
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WAESX vs. BESIX - Expense Ratio Comparison
WAESX has a 1.32% expense ratio, which is higher than BESIX's 1.30% expense ratio.
Risk-Adjusted Performance
WAESX vs. BESIX — Risk-Adjusted Performance Rank
WAESX
BESIX
WAESX vs. BESIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Emerging Markets Select Fund (WAESX) and William Blair Emerging Markets Small Cap Growth Fund (BESIX). 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
WAESX vs. BESIX - Dividend Comparison
Neither WAESX nor BESIX has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAESX Wasatch Emerging Markets Select Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.34% |
BESIX William Blair Emerging Markets Small Cap Growth Fund | 0.00% | 0.00% | 0.26% | 0.00% | 0.00% | 0.04% | 0.17% | 0.16% | 2.93% | 2.67% | 0.00% | 0.53% |
Drawdowns
WAESX vs. BESIX - Drawdown Comparison
The maximum WAESX drawdown since its inception was -46.09%, which is greater than BESIX's maximum drawdown of -39.37%. Use the drawdown chart below to compare losses from any high point for WAESX and BESIX. For additional features, visit the drawdowns tool.
Volatility
WAESX vs. BESIX - Volatility Comparison
Wasatch Emerging Markets Select Fund (WAESX) has a higher volatility of 4.10% compared to William Blair Emerging Markets Small Cap Growth Fund (BESIX) at 3.73%. This indicates that WAESX's price experiences larger fluctuations and is considered to be riskier than BESIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.