WAINX vs. EPI
Compare and contrast key facts about Wasatch Emerging India Fund (WAINX) and WisdomTree India Earnings Fund (EPI).
WAINX is managed by Wasatch. It was launched on Apr 25, 2011. EPI is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree India Earnings Index. It was launched on Feb 22, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WAINX or EPI.
Key characteristics
| WAINX | EPI | |
|---|---|---|
| YTD Return | 1.29% | 11.34% |
| 1Y Return | 21.55% | 40.06% |
| 3Y Return (Ann) | 6.88% | 14.43% |
| 5Y Return (Ann) | 11.42% | 15.23% |
| 10Y Return (Ann) | 13.16% | 9.17% |
| Sharpe Ratio | 1.65 | 2.95 |
| Daily Std Dev | 12.62% | 13.15% |
| Max Drawdown | -41.34% | -66.21% |
| Current Drawdown | -7.79% | -0.11% |
Correlation
The correlation between WAINX and EPI is 0.68, 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
WAINX vs. EPI - Performance Comparison
In the year-to-date period, WAINX achieves a 1.29% return, which is significantly lower than EPI's 11.34% return. Over the past 10 years, WAINX has outperformed EPI with an annualized return of 13.16%, while EPI has yielded a comparatively lower 9.17% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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WAINX vs. EPI - Expense Ratio Comparison
WAINX has a 1.51% expense ratio, which is higher than EPI's 0.84% expense ratio.
Risk-Adjusted Performance
WAINX vs. EPI - Risk-Adjusted Performance Comparison
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.
Dividends
WAINX vs. EPI - Dividend Comparison
WAINX's dividend yield for the trailing twelve months is around 4.18%, more than EPI's 0.13% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAINX Wasatch Emerging India Fund | 4.18% | 4.24% | 1.16% | 4.29% | 0.00% | 0.32% | 6.95% | 2.91% | 1.06% | 1.40% | 0.05% | 0.00% |
EPI WisdomTree India Earnings Fund | 0.13% | 0.15% | 6.01% | 1.18% | 0.78% | 1.17% | 1.18% | 0.85% | 1.05% | 1.20% | 1.02% | 0.75% |
Drawdowns
WAINX vs. EPI - Drawdown Comparison
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.
Volatility
WAINX vs. EPI - Volatility Comparison
The current volatility for Wasatch Emerging India Fund (WAINX) is 2.91%, while WisdomTree India Earnings Fund (EPI) has a volatility of 3.52%. This indicates that WAINX experiences smaller price fluctuations and is considered to be less risky than EPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.