WAINX vs. EPI

In the year-to-date period, WAINX achieves a -4.57% return, which is significantly lower than EPI's -3.14% return. Over the past 10 years, WAINX has underperformed EPI with an annualized return of 5.75%, while EPI has yielded a comparatively higher 7.80% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

WAINX has a 1.51% expense ratio, which is higher than EPI's 0.84% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Wasatch Emerging India Fund (WAINX) and WisdomTree India Earnings Fund (EPI). 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.

The current WAINX Sharpe Ratio is -0.46, which is lower than the EPI Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of WAINX and EPI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WAINX has not paid dividends to shareholders, while EPI's dividend yield for the trailing twelve months is around 0.28%.

The maximum WAINX drawdown since its inception was -41.34%, smaller than the maximum EPI drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for WAINX and EPI. For additional features, visit the drawdowns tool.

Wasatch Emerging India Fund (WAINX) has a higher volatility of 5.67% compared to WisdomTree India Earnings Fund (EPI) at 4.41%. This indicates that WAINX's price experiences larger fluctuations and is considered to be riskier than EPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.