WAIGX vs. WMICX
Compare and contrast key facts about Wasatch International Growth Fund (WAIGX) and Wasatch Micro Cap Fund (WMICX).
WAIGX is managed by Wasatch. It was launched on Jun 27, 2002. WMICX is managed by Wasatch. It was launched on Jun 19, 1995.
Performance
WAIGX vs. WMICX - Performance Comparison
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WAIGX vs. WMICX - 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% |
WMICX Wasatch Micro Cap Fund | -6.11% | 4.84% | 20.91% | 22.58% | -40.64% | 4.51% | 64.84% | 42.31% | 1.73% | 36.17% |
Returns By Period
In the year-to-date period, WAIGX achieves a -10.44% return, which is significantly lower than WMICX's -6.11% return. Over the past 10 years, WAIGX has underperformed WMICX with an annualized return of 2.96%, while WMICX has yielded a comparatively higher 12.75% 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%
WMICX
- 1D
- -0.97%
- 1M
- -11.81%
- YTD
- -6.11%
- 6M
- -4.35%
- 1Y
- 17.97%
- 3Y*
- 9.56%
- 5Y*
- -3.99%
- 10Y*
- 12.75%
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WAIGX vs. WMICX - Expense Ratio Comparison
WAIGX has a 1.44% expense ratio, which is lower than WMICX's 1.63% expense ratio.
Return for Risk
WAIGX vs. WMICX — Risk / Return Rank
WAIGX
WMICX
WAIGX vs. WMICX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch International Growth Fund (WAIGX) and Wasatch Micro Cap Fund (WMICX). 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 | WMICX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.00 | 0.81 | -0.80 |
Sortino ratioReturn per unit of downside risk | 0.11 | 1.30 | -1.19 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.16 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | -0.08 | 1.08 | -1.16 |
Martin ratioReturn relative to average drawdown | -0.22 | 3.88 | -4.10 |
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 | WMICX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.00 | 0.81 | -0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.24 | -0.16 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.16 | 0.53 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.63 | -0.21 |
Correlation
The correlation between WAIGX and WMICX 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. WMICX - Dividend Comparison
WAIGX's dividend yield for the trailing twelve months is around 60.05%, while WMICX has not paid dividends to shareholders.
| 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% |
WMICX Wasatch Micro Cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 30.82% | 5.68% | 11.40% | 29.75% | 15.30% | 9.30% | 16.58% |
Drawdowns
WAIGX vs. WMICX - Drawdown Comparison
The maximum WAIGX drawdown since its inception was -67.66%, roughly equal to the maximum WMICX drawdown of -65.21%. Use the drawdown chart below to compare losses from any high point for WAIGX and WMICX.
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Drawdown Indicators
| WAIGX | WMICX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.66% | -65.21% | -2.45% |
Max Drawdown (1Y)Largest decline over 1 year | -17.68% | -14.32% | -3.36% |
Max Drawdown (5Y)Largest decline over 5 years | -48.06% | -48.70% | +0.64% |
Max Drawdown (10Y)Largest decline over 10 years | -48.06% | -50.96% | +2.90% |
Current DrawdownCurrent decline from peak | -34.17% | -26.07% | -8.10% |
Average DrawdownAverage peak-to-trough decline | -14.25% | -13.32% | -0.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.75% | 3.98% | +2.77% |
Volatility
WAIGX vs. WMICX - Volatility Comparison
The current volatility for Wasatch International Growth Fund (WAIGX) is 5.94%, while Wasatch Micro Cap Fund (WMICX) has a volatility of 6.30%. This indicates that WAIGX experiences smaller price fluctuations and is considered to be less risky than WMICX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WAIGX | WMICX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.94% | 6.30% | -0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 9.83% | 13.90% | -4.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.28% | 22.36% | -7.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.59% | 24.48% | -5.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.08% | 24.31% | -6.23% |