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.
Performance
WAMCX vs. BWBIX - Performance Comparison
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WAMCX vs. BWBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
WAMCX Wasatch Ultra Growth Fund | -8.33% | -2.85% | 8.25% | 19.19% | -39.71% | 5.23% | 71.48% | 38.09% | -5.43% |
BWBIX Baron WealthBuilder Fund | -7.42% | 10.23% | 19.62% | 25.77% | -32.58% | 14.76% | 62.85% | 36.41% | -12.02% |
Returns By Period
In the year-to-date period, WAMCX achieves a -8.33% return, which is significantly lower than BWBIX's -7.42% return.
WAMCX
- 1D
- 4.33%
- 1M
- -9.87%
- YTD
- -8.33%
- 6M
- 0.13%
- 1Y
- 4.83%
- 3Y*
- 2.45%
- 5Y*
- -7.36%
- 10Y*
- 11.25%
BWBIX
- 1D
- 2.71%
- 1M
- -6.25%
- YTD
- -7.42%
- 6M
- -2.93%
- 1Y
- 10.39%
- 3Y*
- 11.62%
- 5Y*
- 2.90%
- 10Y*
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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.
Return for Risk
WAMCX vs. BWBIX — Risk / Return Rank
WAMCX
BWBIX
WAMCX vs. BWBIX - Risk-Adjusted Trends 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.
| WAMCX | BWBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.18 | 0.54 | -0.37 |
Sortino ratioReturn per unit of downside risk | 0.45 | 0.95 | -0.51 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.13 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 0.86 | -0.64 |
Martin ratioReturn relative to average drawdown | 0.74 | 3.22 | -2.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WAMCX | BWBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 0.54 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.27 | 0.14 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.49 | -0.12 |
Correlation
The correlation between WAMCX and BWBIX is 0.90, 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.
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 8.22%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAMCX Wasatch Ultra Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 12.08% | 2.99% | 1.96% | 7.65% | 11.92% | 11.44% | 9.18% |
BWBIX Baron WealthBuilder Fund | 8.22% | 7.61% | 0.77% | 0.06% | 3.21% | 3.75% | 1.24% | 3.51% | 0.14% | 0.00% | 0.00% | 0.00% |
Drawdowns
WAMCX vs. BWBIX - Drawdown Comparison
The maximum WAMCX drawdown since its inception was -66.51%, 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.
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Drawdown Indicators
| WAMCX | BWBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.51% | -39.14% | -27.37% |
Max Drawdown (1Y)Largest decline over 1 year | -16.89% | -12.76% | -4.13% |
Max Drawdown (5Y)Largest decline over 5 years | -53.18% | -39.14% | -14.04% |
Max Drawdown (10Y)Largest decline over 10 years | -53.18% | — | — |
Current DrawdownCurrent decline from peak | -38.40% | -9.26% | -29.14% |
Average DrawdownAverage peak-to-trough decline | -15.06% | -11.88% | -3.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.02% | 3.41% | +1.61% |
Volatility
WAMCX vs. BWBIX - Volatility Comparison
Wasatch Ultra Growth Fund (WAMCX) has a higher volatility of 9.27% compared to Baron WealthBuilder Fund (BWBIX) at 5.39%. 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.
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Volatility by Period
| WAMCX | BWBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.27% | 5.39% | +3.88% |
Volatility (6M)Calculated over the trailing 6-month period | 16.08% | 11.38% | +4.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.97% | 19.94% | +6.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.37% | 21.19% | +6.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.58% | 23.31% | +2.27% |