WAIGX vs. VFINX
Compare and contrast key facts about Wasatch International Growth Fund (WAIGX) and Vanguard 500 Index Fund Investor Shares (VFINX).
WAIGX is managed by Wasatch. It was launched on Jun 27, 2002. VFINX is managed by Vanguard.
Performance
WAIGX vs. VFINX - Performance Comparison
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WAIGX vs. VFINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WAIGX Wasatch International Growth Fund | -10.44% | 11.89% | -0.62% | 11.64% | -36.64% | 10.86% | 24.65% | 29.43% | -15.86% | 33.04% |
VFINX Vanguard 500 Index Fund Investor Shares | -7.09% | 17.71% | 24.84% | 26.12% | -18.24% | 28.53% | 18.20% | 31.33% | -4.55% | 21.66% |
Returns By Period
In the year-to-date period, WAIGX achieves a -10.44% return, which is significantly lower than VFINX's -7.09% return. Over the past 10 years, WAIGX has underperformed VFINX with an annualized return of 2.96%, while VFINX has yielded a comparatively higher 13.60% annualized return.
WAIGX
- 1D
- -0.68%
- 1M
- -10.98%
- YTD
- -10.44%
- 6M
- -13.51%
- 1Y
- 1.15%
- 3Y*
- 1.58%
- 5Y*
- -4.51%
- 10Y*
- 2.96%
VFINX
- 1D
- -0.39%
- 1M
- -7.69%
- YTD
- -7.09%
- 6M
- -4.65%
- 1Y
- 14.30%
- 3Y*
- 17.02%
- 5Y*
- 11.26%
- 10Y*
- 13.60%
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WAIGX vs. VFINX - Expense Ratio Comparison
WAIGX has a 1.44% expense ratio, which is higher than VFINX's 0.14% expense ratio.
Return for Risk
WAIGX vs. VFINX — Risk / Return Rank
WAIGX
VFINX
WAIGX vs. VFINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch International Growth Fund (WAIGX) 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.
| WAIGX | VFINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.00 | 0.83 | -0.82 |
Sortino ratioReturn per unit of downside risk | 0.11 | 1.29 | -1.18 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.20 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | -0.08 | 1.05 | -1.13 |
Martin ratioReturn relative to average drawdown | -0.22 | 5.08 | -5.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WAIGX | VFINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.00 | 0.83 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.24 | 0.67 | -0.91 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.16 | 0.76 | -0.59 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.59 | -0.18 |
Correlation
The correlation between WAIGX and VFINX is 0.61, 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.
Dividends
WAIGX vs. VFINX - Dividend Comparison
WAIGX's dividend yield for the trailing twelve months is around 60.05%, more than VFINX's 1.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAIGX Wasatch International Growth Fund | 60.05% | 53.78% | 20.59% | 0.00% | 0.00% | 10.13% | 10.93% | 2.50% | 17.84% | 2.71% | 4.01% | 0.00% |
VFINX Vanguard 500 Index Fund Investor Shares | 1.11% | 1.02% | 1.14% | 1.36% | 1.57% | 1.15% | 1.45% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% |
Drawdowns
WAIGX vs. VFINX - Drawdown Comparison
The maximum WAIGX drawdown since its inception was -67.66%, which is greater than VFINX's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for WAIGX and VFINX.
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Drawdown Indicators
| WAIGX | VFINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.66% | -55.25% | -12.41% |
Max Drawdown (1Y)Largest decline over 1 year | -17.68% | -12.12% | -5.56% |
Max Drawdown (5Y)Largest decline over 5 years | -48.06% | -24.59% | -23.47% |
Max Drawdown (10Y)Largest decline over 10 years | -48.06% | -33.83% | -14.23% |
Current DrawdownCurrent decline from peak | -34.17% | -8.92% | -25.25% |
Average DrawdownAverage peak-to-trough decline | -14.25% | -8.31% | -5.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.75% | 2.50% | +4.25% |
Volatility
WAIGX vs. VFINX - Volatility Comparison
Wasatch International Growth Fund (WAIGX) has a higher volatility of 5.94% compared to Vanguard 500 Index Fund Investor Shares (VFINX) at 4.24%. This indicates that WAIGX'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.
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Volatility by Period
| WAIGX | VFINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.94% | 4.24% | +1.70% |
Volatility (6M)Calculated over the trailing 6-month period | 9.83% | 9.08% | +0.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.28% | 18.13% | -2.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.59% | 16.86% | +1.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.08% | 18.03% | +0.05% |