WAMCX vs. FELAX
Compare and contrast key facts about Wasatch Ultra Growth Fund (WAMCX) and Fidelity Advisor Semiconductors Fund Class A (FELAX).
WAMCX is managed by Wasatch. It was launched on Aug 17, 1992. FELAX is managed by Fidelity. It was launched on Dec 27, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WAMCX or FELAX.
Correlation
The correlation between WAMCX and FELAX is 0.76, 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. FELAX - Performance Comparison
Key characteristics
WAMCX:
-0.47
FELAX:
-0.40
WAMCX:
-0.51
FELAX:
-0.29
WAMCX:
0.94
FELAX:
0.96
WAMCX:
-0.22
FELAX:
-0.47
WAMCX:
-1.25
FELAX:
-1.29
WAMCX:
9.41%
FELAX:
14.43%
WAMCX:
25.23%
FELAX:
46.74%
WAMCX:
-70.06%
FELAX:
-71.33%
WAMCX:
-51.22%
FELAX:
-35.82%
Returns By Period
In the year-to-date period, WAMCX achieves a -20.55% return, which is significantly higher than FELAX's -25.63% return. Over the past 10 years, WAMCX has underperformed FELAX with an annualized return of 2.85%, while FELAX has yielded a comparatively higher 15.46% annualized return.
WAMCX
-20.55%
-10.87%
-21.75%
-10.52%
0.43%
2.85%
FELAX
-25.63%
-17.36%
-30.18%
-14.82%
20.27%
15.46%
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WAMCX vs. FELAX - Expense Ratio Comparison
WAMCX has a 1.16% expense ratio, which is higher than FELAX's 1.01% expense ratio.
Risk-Adjusted Performance
WAMCX vs. FELAX — Risk-Adjusted Performance Rank
WAMCX
FELAX
WAMCX vs. FELAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Ultra Growth Fund (WAMCX) and Fidelity Advisor Semiconductors Fund Class A (FELAX). 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. FELAX - Dividend Comparison
Neither WAMCX nor FELAX has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAMCX Wasatch Ultra Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.50% | 0.61% | 0.00% | 0.06% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.11% | 0.26% | 0.61% | 0.49% | 0.24% | 10.72% | 0.04% |
Drawdowns
WAMCX vs. FELAX - Drawdown Comparison
The maximum WAMCX drawdown since its inception was -70.06%, roughly equal to the maximum FELAX drawdown of -71.33%. Use the drawdown chart below to compare losses from any high point for WAMCX and FELAX. For additional features, visit the drawdowns tool.
Volatility
WAMCX vs. FELAX - Volatility Comparison
The current volatility for Wasatch Ultra Growth Fund (WAMCX) is 15.66%, while Fidelity Advisor Semiconductors Fund Class A (FELAX) has a volatility of 25.30%. This indicates that WAMCX experiences smaller price fluctuations and is considered to be less risky than FELAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.