WAMCX vs. BWBIX
Compare and contrast key facts about Wasatch Ultra Growth Fund (WAMCX) and Baron WealthBuilder Fund (BWBIX).
WAMCX is managed by Wasatch. It was launched on Aug 17, 1992. BWBIX is managed by Baron Capital Group, Inc.. It was launched on Dec 28, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WAMCX or BWBIX.
Key characteristics
| WAMCX | BWBIX | |
|---|---|---|
| YTD Return | 10.78% | 12.74% |
| 1Y Return | 47.17% | 34.37% |
| 3Y Return (Ann) | -9.68% | -2.55% |
| 5Y Return (Ann) | 10.00% | 14.20% |
| Sharpe Ratio | 2.28 | 2.40 |
| Sortino Ratio | 3.08 | 3.21 |
| Omega Ratio | 1.38 | 1.42 |
| Calmar Ratio | 0.96 | 1.11 |
| Martin Ratio | 10.21 | 12.98 |
| Ulcer Index | 4.89% | 2.76% |
| Daily Std Dev | 21.84% | 14.94% |
| Max Drawdown | -65.70% | -39.14% |
| Current Drawdown | -29.22% | -9.18% |
Correlation
The correlation between WAMCX and BWBIX is 0.91, 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
WAMCX vs. BWBIX - Performance Comparison
In the year-to-date period, WAMCX achieves a 10.78% return, which is significantly lower than BWBIX's 12.74% 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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WAMCX vs. BWBIX - Expense Ratio Comparison
WAMCX has a 1.16% expense ratio, which is higher than BWBIX's 0.05% expense ratio.
Risk-Adjusted Performance
WAMCX vs. BWBIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Ultra Growth Fund (WAMCX) and Baron WealthBuilder Fund (BWBIX). 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
WAMCX vs. BWBIX - Dividend Comparison
WAMCX has not paid dividends to shareholders, while BWBIX's dividend yield for the trailing twelve months is around 0.05%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAMCX Wasatch Ultra Growth Fund | 0.00% | 0.00% | 0.00% | 12.08% | 2.99% | 1.96% | 7.66% | 11.92% | 11.44% | 9.18% | 36.18% | 6.53% |
BWBIX Baron WealthBuilder Fund | 0.05% | 0.06% | 3.21% | 5.48% | 1.24% | 3.51% | 0.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WAMCX vs. BWBIX - Drawdown Comparison
The maximum WAMCX drawdown since its inception was -65.70%, which is greater than BWBIX's maximum drawdown of -39.14%. Use the drawdown chart below to compare losses from any high point for WAMCX and BWBIX. For additional features, visit the drawdowns tool.
Volatility
WAMCX vs. BWBIX - Volatility Comparison
Wasatch Ultra Growth Fund (WAMCX) has a higher volatility of 4.18% compared to Baron WealthBuilder Fund (BWBIX) at 3.13%. This indicates that WAMCX's price experiences larger fluctuations and is considered to be riskier than BWBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.