WCMIX vs. VWIGX
Compare and contrast key facts about WCM Focused International Growth Fund (WCMIX) and Vanguard International Growth Fund Investor Shares (VWIGX).
WCMIX is managed by WCM Investment Management. It was launched on May 30, 2011. VWIGX is managed by Vanguard. It was launched on Sep 30, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WCMIX or VWIGX.
Key characteristics
| WCMIX | VWIGX | |
|---|---|---|
| YTD Return | 14.37% | 10.56% |
| 1Y Return | 24.51% | 18.27% |
| 3Y Return (Ann) | -2.13% | -6.98% |
| 5Y Return (Ann) | 9.99% | 9.27% |
| 10Y Return (Ann) | 9.73% | 8.00% |
| Sharpe Ratio | 1.62 | 1.02 |
| Daily Std Dev | 14.63% | 16.80% |
| Max Drawdown | -39.69% | -59.58% |
| Current Drawdown | -7.74% | -23.02% |
Correlation
The correlation between WCMIX and VWIGX is 0.89, 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. VWIGX - Performance Comparison
In the year-to-date period, WCMIX achieves a 14.37% return, which is significantly higher than VWIGX's 10.56% return. Over the past 10 years, WCMIX has outperformed VWIGX with an annualized return of 9.73%, while VWIGX has yielded a comparatively lower 8.00% annualized 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. VWIGX - Expense Ratio Comparison
WCMIX has a 1.04% expense ratio, which is higher than VWIGX's 0.43% expense ratio.
Risk-Adjusted Performance
WCMIX vs. VWIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WCM Focused International Growth Fund (WCMIX) and Vanguard International Growth Fund Investor Shares (VWIGX). 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. VWIGX - Dividend Comparison
WCMIX's dividend yield for the trailing twelve months is around 0.57%, less than VWIGX's 1.65% 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% |
VWIGX Vanguard International Growth Fund Investor Shares | 1.65% | 1.82% | 6.90% | 13.85% | 2.28% | 1.20% | 5.34% | 0.84% | 1.26% | 1.39% | 2.29% | 1.44% |
Drawdowns
WCMIX vs. VWIGX - Drawdown Comparison
The maximum WCMIX drawdown since its inception was -39.69%, smaller than the maximum VWIGX drawdown of -59.58%. Use the drawdown chart below to compare losses from any high point for WCMIX and VWIGX. For additional features, visit the drawdowns tool.
Volatility
WCMIX vs. VWIGX - Volatility Comparison
The current volatility for WCM Focused International Growth Fund (WCMIX) is 4.29%, while Vanguard International Growth Fund Investor Shares (VWIGX) has a volatility of 5.39%. This indicates that WCMIX experiences smaller price fluctuations and is considered to be less risky than VWIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.