WAIOX vs. VFINX
Compare and contrast key facts about Wasatch International Opportunities Fund (WAIOX) and Vanguard 500 Index Fund Investor Shares (VFINX).
WAIOX is managed by Wasatch. It was launched on Jan 26, 2005. VFINX is managed by Vanguard.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WAIOX or VFINX.
Correlation
The correlation between WAIOX and VFINX is 0.55, 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
WAIOX vs. VFINX - Performance Comparison
Key characteristics
WAIOX:
0.11
VFINX:
1.85
WAIOX:
0.26
VFINX:
2.50
WAIOX:
1.03
VFINX:
1.34
WAIOX:
0.03
VFINX:
2.80
WAIOX:
0.31
VFINX:
11.57
WAIOX:
5.21%
VFINX:
2.04%
WAIOX:
14.41%
VFINX:
12.77%
WAIOX:
-73.30%
VFINX:
-55.25%
WAIOX:
-44.78%
VFINX:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with WAIOX having a 4.70% return and VFINX slightly lower at 4.61%. Over the past 10 years, WAIOX has underperformed VFINX with an annualized return of 1.13%, while VFINX has yielded a comparatively higher 13.22% annualized return.
WAIOX
4.70%
6.12%
-2.19%
1.63%
-3.93%
1.13%
VFINX
4.61%
2.56%
9.94%
24.98%
14.75%
13.22%
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WAIOX vs. VFINX - Expense Ratio Comparison
WAIOX has a 1.96% expense ratio, which is higher than VFINX's 0.14% expense ratio.
Risk-Adjusted Performance
WAIOX vs. VFINX — Risk-Adjusted Performance Rank
WAIOX
VFINX
WAIOX vs. VFINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch International Opportunities Fund (WAIOX) and Vanguard 500 Index Fund Investor Shares (VFINX). 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
WAIOX vs. VFINX - Dividend Comparison
WAIOX has not paid dividends to shareholders, while VFINX's dividend yield for the trailing twelve months is around 1.09%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAIOX Wasatch International Opportunities Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VFINX Vanguard 500 Index Fund Investor Shares | 1.09% | 1.14% | 1.36% | 1.57% | 1.15% | 1.84% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% | 1.74% |
Drawdowns
WAIOX vs. VFINX - Drawdown Comparison
The maximum WAIOX drawdown since its inception was -73.30%, which is greater than VFINX's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for WAIOX and VFINX. For additional features, visit the drawdowns tool.
Volatility
WAIOX vs. VFINX - Volatility Comparison
Wasatch International Opportunities Fund (WAIOX) has a higher volatility of 4.26% compared to Vanguard 500 Index Fund Investor Shares (VFINX) at 3.07%. This indicates that WAIOX's price experiences larger fluctuations and is considered to be riskier than VFINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.