WCMSX vs. FIQIX
Compare and contrast key facts about WCM International Small Cap Growth Fund (WCMSX) and Fidelity Advisor International Small Cap Fund Class Z (FIQIX).
WCMSX is managed by WCM Investment Management. It was launched on Nov 29, 2015. FIQIX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
WCMSX vs. FIQIX - Performance Comparison
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WCMSX vs. FIQIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
WCMSX WCM International Small Cap Growth Fund | -0.58% | 18.14% | 4.33% | 22.26% | -42.12% | 16.65% | 55.36% | 45.02% | -14.40% |
FIQIX Fidelity Advisor International Small Cap Fund Class Z | -2.49% | 24.80% | 0.14% | 19.76% | -16.53% | 13.56% | 10.12% | 21.61% | -7.47% |
Returns By Period
In the year-to-date period, WCMSX achieves a -0.58% return, which is significantly higher than FIQIX's -2.49% return.
WCMSX
- 1D
- -0.78%
- 1M
- -8.61%
- YTD
- -0.58%
- 6M
- -6.85%
- 1Y
- 21.20%
- 3Y*
- 11.32%
- 5Y*
- 0.32%
- 10Y*
- 11.41%
FIQIX
- 1D
- -0.30%
- 1M
- -10.40%
- YTD
- -2.49%
- 6M
- -0.76%
- 1Y
- 15.97%
- 3Y*
- 10.38%
- 5Y*
- 5.19%
- 10Y*
- —
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WCMSX vs. FIQIX - Expense Ratio Comparison
WCMSX has a 1.25% expense ratio, which is higher than FIQIX's 0.89% expense ratio.
Return for Risk
WCMSX vs. FIQIX — Risk / Return Rank
WCMSX
FIQIX
WCMSX vs. FIQIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WCM International Small Cap Growth Fund (WCMSX) and Fidelity Advisor International Small Cap Fund Class Z (FIQIX). 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.
| WCMSX | FIQIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.11 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.47 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.28 | -0.04 |
Martin ratioReturn relative to average drawdown | 4.08 | 4.66 | -0.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WCMSX | FIQIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.11 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.39 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.50 | +0.07 |
Correlation
The correlation between WCMSX and FIQIX is 0.83, 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
WCMSX vs. FIQIX - Dividend Comparison
WCMSX's dividend yield for the trailing twelve months is around 0.82%, less than FIQIX's 3.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WCMSX WCM International Small Cap Growth Fund | 0.82% | 0.81% | 1.31% | 0.00% | 0.00% | 10.27% | 2.73% | 0.57% | 4.04% | 1.10% |
FIQIX Fidelity Advisor International Small Cap Fund Class Z | 3.78% | 3.68% | 2.73% | 1.99% | 0.83% | 7.39% | 0.93% | 2.47% | 6.33% | 0.00% |
Drawdowns
WCMSX vs. FIQIX - Drawdown Comparison
The maximum WCMSX drawdown since its inception was -51.60%, which is greater than FIQIX's maximum drawdown of -36.61%. Use the drawdown chart below to compare losses from any high point for WCMSX and FIQIX.
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Drawdown Indicators
| WCMSX | FIQIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.60% | -36.61% | -14.99% |
Max Drawdown (1Y)Largest decline over 1 year | -11.93% | -10.72% | -1.21% |
Max Drawdown (5Y)Largest decline over 5 years | -51.60% | -30.95% | -20.65% |
Max Drawdown (10Y)Largest decline over 10 years | -51.60% | — | — |
Current DrawdownCurrent decline from peak | -19.58% | -10.40% | -9.18% |
Average DrawdownAverage peak-to-trough decline | -15.89% | -6.88% | -9.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.89% | 2.93% | +0.96% |
Volatility
WCMSX vs. FIQIX - Volatility Comparison
WCM International Small Cap Growth Fund (WCMSX) has a higher volatility of 7.85% compared to Fidelity Advisor International Small Cap Fund Class Z (FIQIX) at 5.72%. This indicates that WCMSX's price experiences larger fluctuations and is considered to be riskier than FIQIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WCMSX | FIQIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.85% | 5.72% | +2.13% |
Volatility (6M)Calculated over the trailing 6-month period | 12.60% | 8.69% | +3.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.89% | 13.29% | +5.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.64% | 13.36% | +7.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.88% | 15.11% | +4.77% |