WAINX vs. FBGRX

In the year-to-date period, WAINX achieves a -7.07% return, which is significantly lower than FBGRX's 39.51% return. Over the past 10 years, WAINX has underperformed FBGRX with an annualized return of 7.31%, while FBGRX has yielded a comparatively higher 16.50% annualized return.

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WAINX has a 1.51% expense ratio, which is higher than FBGRX's 0.79% expense ratio.

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.

The current WAINX Sharpe Ratio is -0.24, which is lower than the FBGRX Sharpe Ratio of 2.01. The chart below compares the historical Sharpe Ratios of WAINX and FBGRX, 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 FBGRX's dividend yield for the trailing twelve months is around 5.28%.

The maximum WAINX drawdown since its inception was -41.34%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for WAINX and FBGRX. For additional features, visit the drawdowns tool.

Wasatch Emerging India Fund (WAINX) has a higher volatility of 19.06% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 5.48%. This indicates that WAINX's price experiences larger fluctuations and is considered to be riskier than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.