WAMVX vs. FITLX
Compare and contrast key facts about Wasatch Micro Cap Value Fund (WAMVX) and Fidelity US Sustainability Index Fund (FITLX).
WAMVX is managed by Wasatch. It was launched on Jul 28, 2003. FITLX is managed by Fidelity. It was launched on May 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WAMVX or FITLX.
Correlation
The correlation between WAMVX and FITLX 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
WAMVX vs. FITLX - Performance Comparison
Key characteristics
WAMVX:
1.54
FITLX:
1.79
WAMVX:
2.21
FITLX:
2.42
WAMVX:
1.27
FITLX:
1.33
WAMVX:
0.73
FITLX:
2.68
WAMVX:
8.66
FITLX:
10.35
WAMVX:
3.43%
FITLX:
2.47%
WAMVX:
19.34%
FITLX:
14.31%
WAMVX:
-66.97%
FITLX:
-34.35%
WAMVX:
-22.60%
FITLX:
-0.44%
Returns By Period
In the year-to-date period, WAMVX achieves a 2.39% return, which is significantly lower than FITLX's 4.24% return.
WAMVX
2.39%
0.94%
10.59%
29.31%
5.36%
4.72%
FITLX
4.24%
1.35%
12.06%
24.89%
15.42%
N/A
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WAMVX vs. FITLX - Expense Ratio Comparison
WAMVX has a 1.66% expense ratio, which is higher than FITLX's 0.11% expense ratio.
Risk-Adjusted Performance
WAMVX vs. FITLX — Risk-Adjusted Performance Rank
WAMVX
FITLX
WAMVX vs. FITLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Micro Cap Value Fund (WAMVX) and Fidelity US Sustainability Index Fund (FITLX). 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
WAMVX vs. FITLX - Dividend Comparison
WAMVX has not paid dividends to shareholders, while FITLX's dividend yield for the trailing twelve months is around 1.24%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
WAMVX Wasatch Micro Cap Value Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.65% | 0.00% | 0.07% |
FITLX Fidelity US Sustainability Index Fund | 1.24% | 1.29% | 1.12% | 1.49% | 0.81% | 1.01% | 1.27% | 1.37% | 0.71% | 0.00% |
Drawdowns
WAMVX vs. FITLX - Drawdown Comparison
The maximum WAMVX drawdown since its inception was -66.97%, which is greater than FITLX's maximum drawdown of -34.35%. Use the drawdown chart below to compare losses from any high point for WAMVX and FITLX. For additional features, visit the drawdowns tool.
Volatility
WAMVX vs. FITLX - Volatility Comparison
Wasatch Micro Cap Value Fund (WAMVX) has a higher volatility of 4.80% compared to Fidelity US Sustainability Index Fund (FITLX) at 4.52%. This indicates that WAMVX's price experiences larger fluctuations and is considered to be riskier than FITLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.