WAGSX vs. VFINX
Compare and contrast key facts about Wasatch Global Select Fund (WAGSX) and Vanguard 500 Index Fund Investor Shares (VFINX).
WAGSX is managed by Wasatch. It was launched on Sep 30, 2019. VFINX is managed by Vanguard.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WAGSX or VFINX.
Correlation
The correlation between WAGSX and VFINX is 0.84, 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
WAGSX vs. VFINX - Performance Comparison
Key characteristics
WAGSX:
1.14
VFINX:
1.95
WAGSX:
1.67
VFINX:
2.62
WAGSX:
1.20
VFINX:
1.36
WAGSX:
0.46
VFINX:
2.96
WAGSX:
4.38
VFINX:
12.22
WAGSX:
3.67%
VFINX:
2.05%
WAGSX:
14.07%
VFINX:
12.79%
WAGSX:
-50.12%
VFINX:
-55.25%
WAGSX:
-22.64%
VFINX:
0.00%
Returns By Period
In the year-to-date period, WAGSX achieves a 10.11% return, which is significantly higher than VFINX's 4.10% return.
WAGSX
10.11%
7.87%
9.93%
14.27%
2.95%
N/A
VFINX
4.10%
2.05%
9.65%
23.61%
14.31%
13.18%
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WAGSX vs. VFINX - Expense Ratio Comparison
WAGSX has a 1.35% expense ratio, which is higher than VFINX's 0.14% expense ratio.
Risk-Adjusted Performance
WAGSX vs. VFINX — Risk-Adjusted Performance Rank
WAGSX
VFINX
WAGSX vs. VFINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Global Select Fund (WAGSX) 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
WAGSX vs. VFINX - Dividend Comparison
WAGSX has not paid dividends to shareholders, while VFINX's dividend yield for the trailing twelve months is around 1.10%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAGSX Wasatch Global Select Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
WAGSX vs. VFINX - Drawdown Comparison
The maximum WAGSX drawdown since its inception was -50.12%, smaller than the maximum VFINX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for WAGSX and VFINX. For additional features, visit the drawdowns tool.
Volatility
WAGSX vs. VFINX - Volatility Comparison
Wasatch Global Select Fund (WAGSX) has a higher volatility of 3.88% compared to Vanguard 500 Index Fund Investor Shares (VFINX) at 3.21%. This indicates that WAGSX's price experiences larger fluctuations and is considered to be riskier than VFINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.