WAFMX vs. VFINX
Compare and contrast key facts about Wasatch Frontier Emerging Small Countries Fund (WAFMX) and Vanguard 500 Index Fund Investor Shares (VFINX).
WAFMX is managed by Wasatch. It was launched on Jan 30, 2012. VFINX is managed by Vanguard.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WAFMX or VFINX.
Correlation
The correlation between WAFMX and VFINX is 0.50, 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
WAFMX vs. VFINX - Performance Comparison
Key characteristics
WAFMX:
1.43
VFINX:
1.81
WAFMX:
2.02
VFINX:
2.44
WAFMX:
1.24
VFINX:
1.33
WAFMX:
0.51
VFINX:
2.75
WAFMX:
4.83
VFINX:
11.38
WAFMX:
3.46%
VFINX:
2.05%
WAFMX:
11.72%
VFINX:
12.82%
WAFMX:
-49.50%
VFINX:
-55.25%
WAFMX:
-19.14%
VFINX:
-0.01%
Returns By Period
In the year-to-date period, WAFMX achieves a 7.83% return, which is significantly higher than VFINX's 4.08% return. Over the past 10 years, WAFMX has underperformed VFINX with an annualized return of 2.18%, while VFINX has yielded a comparatively higher 13.24% annualized return.
WAFMX
7.83%
7.83%
5.54%
15.64%
3.64%
2.18%
VFINX
4.08%
4.73%
10.95%
23.76%
14.34%
13.24%
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WAFMX vs. VFINX - Expense Ratio Comparison
WAFMX has a 2.15% expense ratio, which is higher than VFINX's 0.14% expense ratio.
Risk-Adjusted Performance
WAFMX vs. VFINX — Risk-Adjusted Performance Rank
WAFMX
VFINX
WAFMX vs. VFINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Frontier Emerging Small Countries Fund (WAFMX) 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.
Dividends
WAFMX vs. VFINX - Dividend Comparison
WAFMX's dividend yield for the trailing twelve months is around 0.70%, less than VFINX's 1.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAFMX Wasatch Frontier Emerging Small Countries Fund | 0.70% | 0.75% | 0.00% | 0.00% | 0.75% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.18% | 0.52% |
VFINX Vanguard 500 Index Fund Investor Shares | 1.10% | 1.14% | 1.36% | 1.57% | 1.15% | 1.84% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% | 1.74% |
Drawdowns
WAFMX vs. VFINX - Drawdown Comparison
The maximum WAFMX drawdown since its inception was -49.50%, smaller than the maximum VFINX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for WAFMX and VFINX. For additional features, visit the drawdowns tool.
Volatility
WAFMX vs. VFINX - Volatility Comparison
The current volatility for Wasatch Frontier Emerging Small Countries Fund (WAFMX) is 3.34%, while Vanguard 500 Index Fund Investor Shares (VFINX) has a volatility of 3.62%. This indicates that WAFMX experiences smaller price fluctuations and is considered to be less risky than VFINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.