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.
Performance
WAMCX vs. FELAX - Performance Comparison
Loading graphics...
WAMCX vs. FELAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WAMCX Wasatch Ultra Growth Fund | -12.13% | -2.85% | 8.25% | 19.19% | -39.71% | 5.23% | 71.48% | 38.09% | 10.34% | 31.60% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 0.28% | 44.88% | 43.74% | 75.08% | -35.07% | 57.50% | 43.57% | 63.76% | -12.76% | 34.12% |
Returns By Period
In the year-to-date period, WAMCX achieves a -12.13% return, which is significantly lower than FELAX's 0.28% return. Over the past 10 years, WAMCX has underperformed FELAX with an annualized return of 10.78%, while FELAX has yielded a comparatively higher 29.63% annualized return.
WAMCX
- 1D
- -1.81%
- 1M
- -12.55%
- YTD
- -12.13%
- 6M
- -4.24%
- 1Y
- 0.20%
- 3Y*
- 1.01%
- 5Y*
- -7.77%
- 10Y*
- 10.78%
FELAX
- 1D
- -4.25%
- 1M
- -10.01%
- YTD
- 0.28%
- 6M
- 8.18%
- 1Y
- 77.14%
- 3Y*
- 38.05%
- 5Y*
- 27.80%
- 10Y*
- 29.63%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WAMCX vs. FELAX - Expense Ratio Comparison
WAMCX has a 1.16% expense ratio, which is higher than FELAX's 1.01% expense ratio.
Return for Risk
WAMCX vs. FELAX — Risk / Return Rank
WAMCX
FELAX
WAMCX vs. FELAX - Risk-Adjusted Trends 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.
| WAMCX | FELAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.02 | 1.93 | -1.95 |
Sortino ratioReturn per unit of downside risk | 0.15 | 2.54 | -2.39 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.36 | -0.34 |
Calmar ratioReturn relative to maximum drawdown | -0.19 | 4.16 | -4.35 |
Martin ratioReturn relative to average drawdown | -0.65 | 15.82 | -16.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WAMCX | FELAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.02 | 1.93 | -1.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.29 | 0.74 | -1.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.87 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.39 | -0.03 |
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.
Dividends
WAMCX vs. FELAX - Dividend Comparison
WAMCX has not paid dividends to shareholders, while FELAX's dividend yield for the trailing twelve months is around 6.94%.
| 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% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 6.94% | 6.96% | 7.02% | 3.40% | 3.32% | 4.34% | 4.51% | 1.00% | 20.15% | 9.67% | 0.36% | 10.71% |
Drawdowns
WAMCX vs. FELAX - Drawdown Comparison
The maximum WAMCX drawdown since its inception was -66.51%, smaller than the maximum FELAX drawdown of -71.33%. Use the drawdown chart below to compare losses from any high point for WAMCX and FELAX.
Loading graphics...
Drawdown Indicators
| WAMCX | FELAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.51% | -71.33% | +4.82% |
Max Drawdown (1Y)Largest decline over 1 year | -16.89% | -17.10% | +0.21% |
Max Drawdown (5Y)Largest decline over 5 years | -53.18% | -46.15% | -7.03% |
Max Drawdown (10Y)Largest decline over 10 years | -53.18% | -46.15% | -7.03% |
Current DrawdownCurrent decline from peak | -40.96% | -14.66% | -26.30% |
Average DrawdownAverage peak-to-trough decline | -15.05% | -22.02% | +6.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.95% | 4.49% | +0.46% |
Volatility
WAMCX vs. FELAX - Volatility Comparison
The current volatility for Wasatch Ultra Growth Fund (WAMCX) is 8.06%, while Fidelity Advisor Semiconductors Fund Class A (FELAX) has a volatility of 10.50%. 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.
Loading graphics...
Volatility by Period
| WAMCX | FELAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.06% | 10.50% | -2.44% |
Volatility (6M)Calculated over the trailing 6-month period | 15.50% | 24.76% | -9.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.65% | 39.68% | -14.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.32% | 37.96% | -10.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.54% | 34.34% | -8.80% |