WAMVX vs. BRSVX

In the year-to-date period, WAMVX achieves a 1.20% return, which is significantly lower than BRSVX's 2.62% return. Over the past 10 years, WAMVX has underperformed BRSVX with an annualized return of 4.71%, while BRSVX has yielded a comparatively higher 7.84% annualized return.

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WAMVX has a 1.66% expense ratio, which is higher than BRSVX's 0.83% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Wasatch Micro Cap Value Fund (WAMVX) and Bridgeway Small Cap Value Fund (BRSVX). 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.

The current WAMVX Sharpe Ratio is 1.44, which is higher than the BRSVX Sharpe Ratio of 0.11. The chart below compares the historical Sharpe Ratios of WAMVX and BRSVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WAMVX has not paid dividends to shareholders, while BRSVX's dividend yield for the trailing twelve months is around 1.63%.

The maximum WAMVX drawdown since its inception was -66.97%, roughly equal to the maximum BRSVX drawdown of -67.58%. Use the drawdown chart below to compare losses from any high point for WAMVX and BRSVX. For additional features, visit the drawdowns tool.

Wasatch Micro Cap Value Fund (WAMVX) and Bridgeway Small Cap Value Fund (BRSVX) have volatilities of 4.82% and 4.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.