WCMIX vs. GSINX
Compare and contrast key facts about WCM Focused International Growth Fund (WCMIX) and Goldman Sachs GQG Partners International Opportunities Fund (GSINX).
WCMIX is managed by WCM Investment Management. It was launched on May 30, 2011. GSINX is managed by Goldman Sachs. It was launched on Dec 14, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WCMIX or GSINX.
Key characteristics
| WCMIX | GSINX | |
|---|---|---|
| YTD Return | 13.84% | 16.82% |
| 1Y Return | 24.52% | 28.62% |
| 3Y Return (Ann) | -2.28% | 7.93% |
| 5Y Return (Ann) | 9.90% | 12.11% |
| Sharpe Ratio | 1.64 | 2.07 |
| Daily Std Dev | 14.62% | 13.70% |
| Max Drawdown | -39.69% | -28.80% |
| Current Drawdown | -8.17% | -3.11% |
Correlation
The correlation between WCMIX and GSINX is 0.84, 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
WCMIX vs. GSINX - Performance Comparison
In the year-to-date period, WCMIX achieves a 13.84% return, which is significantly lower than GSINX's 16.82% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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WCMIX vs. GSINX - Expense Ratio Comparison
WCMIX has a 1.04% expense ratio, which is higher than GSINX's 0.89% expense ratio.
Risk-Adjusted Performance
WCMIX vs. GSINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WCM Focused International Growth Fund (WCMIX) and Goldman Sachs GQG Partners International Opportunities Fund (GSINX). 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
WCMIX vs. GSINX - Dividend Comparison
WCMIX's dividend yield for the trailing twelve months is around 0.57%, less than GSINX's 1.94% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WCMIX WCM Focused International Growth Fund | 0.57% | 0.65% | 0.11% | 4.60% | 1.42% | 0.22% | 4.17% | 0.46% | 2.09% | 1.20% | 0.54% | 0.94% |
GSINX Goldman Sachs GQG Partners International Opportunities Fund | 1.94% | 2.27% | 4.79% | 2.13% | 0.08% | 0.57% | 0.43% | 0.12% | 0.06% | 0.00% | 0.00% | 0.00% |
Drawdowns
WCMIX vs. GSINX - Drawdown Comparison
The maximum WCMIX drawdown since its inception was -39.69%, which is greater than GSINX's maximum drawdown of -28.80%. Use the drawdown chart below to compare losses from any high point for WCMIX and GSINX. For additional features, visit the drawdowns tool.
Volatility
WCMIX vs. GSINX - Volatility Comparison
WCM Focused International Growth Fund (WCMIX) has a higher volatility of 4.19% compared to Goldman Sachs GQG Partners International Opportunities Fund (GSINX) at 3.06%. This indicates that WCMIX's price experiences larger fluctuations and is considered to be riskier than GSINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.