WAINX vs. FBGRX
WAINX (Wasatch Emerging India Fund) and FBGRX (Fidelity Blue Chip Growth Fund) are both mutual funds - WAINX is a India Equities fund managed by Wasatch, while FBGRX is a Large Cap Growth Equities fund managed by Fidelity. Over the past 10 years, WAINX returned 9.07%/yr vs 20.56%/yr for FBGRX. Their 0.33 correlation means their historical movements had little consistent relationship. WAINX charges 1.51%/yr vs 0.79%/yr for FBGRX.
Performance
WAINX vs. FBGRX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, WAINX achieves a 0.48% return, which is significantly lower than FBGRX's 10.15% return. Over the past 10 years, WAINX has underperformed FBGRX with an annualized return of 9.07%, while FBGRX has yielded a comparatively higher 20.56% annualized return.
WAINX
- 1D
- 0.00%
- 1M
- 0.24%
- 6M
- 10.29%
- YTD
- 0.48%
- 1Y
- -2.65%
- 3Y*
- 5.04%
- 5Y*
- 2.72%
- 10Y*
- 9.07%
- ALL TIME*
- 9.58%
FBGRX
- 1D
- 3.14%
- 1M
- -4.18%
- 6M
- 10.25%
- YTD
- 10.15%
- 1Y
- 24.18%
- 3Y*
- 25.20%
- 5Y*
- 13.50%
- 10Y*
- 20.56%
- ALL TIME*
- 13.47%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
WAINX vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WAINX Wasatch Emerging India Fund | 0.48% | -5.33% | 9.23% | 20.90% | -21.77% | 37.56% | 17.63% | 13.78% | -5.45% | 53.39% |
FBGRX Fidelity Blue Chip Growth Fund | 10.15% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 36.01% |
Correlation
The correlation between WAINX and FBGRX is 0.26, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.26 |
Correlation (3Y) Balances recent behavior with more history. | 0.28 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.34 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.31 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 2011 | 0.33 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WAINX vs. FBGRX — Risk / Return Rank
WAINX
FBGRX
WAINX vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Emerging India Fund (WAINX) and Fidelity Blue Chip Growth Fund (FBGRX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WAINX | FBGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.32 | ||
| Sortino ratioReturn per unit of downside risk | -1.80 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.19 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | 1.73 | -1.89 |
| Martin ratioReturn relative to average drawdown | -0.36 | 6.19 | -6.55 |
Loading charts...
Drawdowns
WAINX vs. FBGRX - Drawdown Comparison
The maximum WAINX drawdown since its inception was -41.34%, smaller than the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for WAINX and FBGRX.
Loading charts...
Drawdown Indicators
| WAINX | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.34% | -58.64% | +17.30% |
Max Drawdown (1Y)Largest decline over 1 year | -25.11% | -12.65% | -12.46% |
Max Drawdown (3Y)Largest decline over 3 years | -31.01% | -27.07% | -3.94% |
Max Drawdown (5Y)Largest decline over 5 years | -31.01% | -43.08% | +12.07% |
Max Drawdown (10Y)Largest decline over 10 years | -41.34% | -43.08% | +1.74% |
Current DrawdownCurrent decline from peak | -13.14% | -7.79% | -5.35% |
Average DrawdownAverage peak-to-trough decline | -9.37% | -12.49% | +3.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.66% | 3.54% | +7.12% |
Volatility
WAINX vs. FBGRX - Volatility Comparison
The current volatility for Wasatch Emerging India Fund (WAINX) is 5.72%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.56%. This indicates that WAINX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| WAINX | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.72% | 6.56% | -0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 14.49% | 16.09% | -1.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.41% | 20.05% | -2.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.43% | 25.24% | -7.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.09% | 23.83% | -4.74% |
WAINX vs. FBGRX - Expense Ratio Comparison
WAINX has a 1.51% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Dividends
WAINX vs. FBGRX - Dividend Comparison
WAINX's dividend yield for the trailing twelve months is around 29.03%, more than FBGRX's 1.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 1.72% | 1.90% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.23% | 4.05% | 5.30% |
WAINX Wasatch Emerging India Fund | 29.03% | 29.17% | 20.19% | 4.23% | 1.15% | 4.29% | 0.00% | 0.32% | 6.95% | 2.91% | 1.06% | 1.40% |
Frequently Asked Questions
WAINX and FBGRX have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FBGRX has higher volatility (6.56%) compared to WAINX (5.72%). In terms of maximum drawdown, WAINX dropped -41.34% vs FBGRX's -58.64%.
FBGRX currently has the higher Sharpe Ratio (1.09 vs -0.22), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for WAINX and FBGRX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer