WCMSX vs. FTISX
Compare and contrast key facts about WCM International Small Cap Growth Fund (WCMSX) and Fidelity Advisor International Small Cap Fund Class M (FTISX).
WCMSX is managed by WCM Investment Management. It was launched on Nov 29, 2015. FTISX is managed by Fidelity. It was launched on May 27, 2003.
Performance
WCMSX vs. FTISX - Performance Comparison
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WCMSX vs. FTISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WCMSX WCM International Small Cap Growth Fund | -0.58% | 18.14% | 4.33% | 22.26% | -42.12% | 16.65% | 55.36% | 45.02% | -8.94% | 42.35% |
FTISX Fidelity Advisor International Small Cap Fund Class M | -2.63% | 24.03% | -0.46% | 18.97% | -17.12% | 12.83% | 9.29% | 20.77% | -16.57% | 31.41% |
Returns By Period
In the year-to-date period, WCMSX achieves a -0.58% return, which is significantly higher than FTISX's -2.63% return. Over the past 10 years, WCMSX has outperformed FTISX with an annualized return of 11.41%, while FTISX has yielded a comparatively lower 7.47% annualized 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%
FTISX
- 1D
- -0.31%
- 1M
- -10.44%
- YTD
- -2.63%
- 6M
- -1.07%
- 1Y
- 15.28%
- 3Y*
- 9.69%
- 5Y*
- 4.52%
- 10Y*
- 7.47%
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WCMSX vs. FTISX - Expense Ratio Comparison
WCMSX has a 1.25% expense ratio, which is lower than FTISX's 1.57% expense ratio.
Return for Risk
WCMSX vs. FTISX — Risk / Return Rank
WCMSX
FTISX
WCMSX vs. FTISX - 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 M (FTISX). 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 | FTISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.05 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.41 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.22 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.21 | +0.03 |
Martin ratioReturn relative to average drawdown | 4.08 | 4.40 | -0.32 |
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 | FTISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.05 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.34 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.54 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.68 | -0.10 |
Correlation
The correlation between WCMSX and FTISX is 0.82, 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. FTISX - Dividend Comparison
WCMSX's dividend yield for the trailing twelve months is around 0.82%, less than FTISX's 3.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
FTISX Fidelity Advisor International Small Cap Fund Class M | 3.35% | 3.26% | 2.24% | 1.40% | 0.13% | 6.94% | 0.34% | 1.81% | 5.50% | 2.52% | 2.08% | 2.86% |
Drawdowns
WCMSX vs. FTISX - Drawdown Comparison
The maximum WCMSX drawdown since its inception was -51.60%, smaller than the maximum FTISX drawdown of -61.12%. Use the drawdown chart below to compare losses from any high point for WCMSX and FTISX.
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Drawdown Indicators
| WCMSX | FTISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.60% | -61.12% | +9.52% |
Max Drawdown (1Y)Largest decline over 1 year | -11.93% | -10.75% | -1.18% |
Max Drawdown (5Y)Largest decline over 5 years | -51.60% | -31.45% | -20.15% |
Max Drawdown (10Y)Largest decline over 10 years | -51.60% | -39.55% | -12.05% |
Current DrawdownCurrent decline from peak | -19.58% | -10.44% | -9.14% |
Average DrawdownAverage peak-to-trough decline | -15.89% | -11.05% | -4.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.89% | 2.95% | +0.94% |
Volatility
WCMSX vs. FTISX - 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 M (FTISX) at 5.70%. This indicates that WCMSX's price experiences larger fluctuations and is considered to be riskier than FTISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WCMSX | FTISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.85% | 5.70% | +2.15% |
Volatility (6M)Calculated over the trailing 6-month period | 12.60% | 8.67% | +3.93% |
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% | 13.92% | +5.96% |