WAINX vs. MINDX
Compare and contrast key facts about Wasatch Emerging India Fund (WAINX) and Matthews India Fund (MINDX).
WAINX is managed by Wasatch. It was launched on Apr 25, 2011. MINDX is managed by Matthews Asia Funds. It was launched on Oct 30, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WAINX or MINDX.
Correlation
The correlation between WAINX and MINDX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
WAINX vs. MINDX - Performance Comparison
Key characteristics
WAINX:
-0.34
MINDX:
-0.22
WAINX:
-0.27
MINDX:
-0.13
WAINX:
0.94
MINDX:
0.97
WAINX:
-0.32
MINDX:
-0.18
WAINX:
-1.15
MINDX:
-0.83
WAINX:
6.69%
MINDX:
5.91%
WAINX:
22.48%
MINDX:
21.91%
WAINX:
-41.34%
MINDX:
-74.48%
WAINX:
-23.10%
MINDX:
-27.20%
Returns By Period
In the year-to-date period, WAINX achieves a 1.23% return, which is significantly higher than MINDX's -0.08% return. Over the past 10 years, WAINX has outperformed MINDX with an annualized return of 6.72%, while MINDX has yielded a comparatively lower -0.46% annualized return.
WAINX
1.23%
-17.83%
-15.42%
-6.95%
5.03%
6.72%
MINDX
-0.08%
-17.29%
-16.28%
-4.56%
2.04%
-0.46%
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WAINX vs. MINDX - Expense Ratio Comparison
WAINX has a 1.51% expense ratio, which is higher than MINDX's 1.15% expense ratio.
Risk-Adjusted Performance
WAINX vs. MINDX — Risk-Adjusted Performance Rank
WAINX
MINDX
WAINX vs. MINDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Emerging India Fund (WAINX) and Matthews India Fund (MINDX). 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. MINDX - Dividend Comparison
Neither WAINX nor MINDX has paid dividends to shareholders.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Wasatch Emerging India Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% |
Matthews India Fund | 0.00% | 0.00% | 1.92% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.10% | 0.17% |
Drawdowns
WAINX vs. MINDX - Drawdown Comparison
The maximum WAINX drawdown since its inception was -41.34%, smaller than the maximum MINDX drawdown of -74.48%. Use the drawdown chart below to compare losses from any high point for WAINX and MINDX. For additional features, visit the drawdowns tool.
Volatility
WAINX vs. MINDX - Volatility Comparison
Wasatch Emerging India Fund (WAINX) has a higher volatility of 19.02% compared to Matthews India Fund (MINDX) at 15.99%. This indicates that WAINX's price experiences larger fluctuations and is considered to be riskier than MINDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.