WEMMX vs. BSMIX
WEMMX (TETON Westwood Mighty Mites Fund) and BSMIX (iShares Russell Small/Mid-Cap Index Fund) are both Small Cap Blend Equities funds. Over the past 10 years, WEMMX returned 9.89%/yr vs 12.37%/yr for BSMIX. Their correlation of 0.92 suggests significant overlap in exposure. WEMMX charges 1.41%/yr vs 0.12%/yr for BSMIX.
Performance
WEMMX vs. BSMIX - Performance Comparison
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Returns By Period
In the year-to-date period, WEMMX achieves a 25.94% return, which is significantly higher than BSMIX's 21.86% return. Over the past 10 years, WEMMX has underperformed BSMIX with an annualized return of 9.89%, while BSMIX has yielded a comparatively higher 12.37% annualized return.
WEMMX
- 1D
- -0.17%
- 1M
- 7.72%
- YTD
- 25.94%
- 6M
- 23.70%
- 1Y
- 39.03%
- 3Y*
- 16.98%
- 5Y*
- 6.84%
- 10Y*
- 9.89%
BSMIX
- 1D
- 0.77%
- 1M
- 4.80%
- YTD
- 21.86%
- 6M
- 19.38%
- 1Y
- 38.49%
- 3Y*
- 19.63%
- 5Y*
- 8.21%
- 10Y*
- 12.37%
WEMMX vs. BSMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WEMMX TETON Westwood Mighty Mites Fund | 25.94% | 11.02% | 3.83% | 13.53% | -15.37% | 21.44% | 10.02% | 16.94% | -13.69% | 15.47% |
BSMIX iShares Russell Small/Mid-Cap Index Fund | 21.86% | 11.92% | 12.04% | 17.15% | -18.39% | 18.00% | 20.28% | 27.62% | -10.22% | 16.75% |
Correlation
The correlation between WEMMX and BSMIX is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.87 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.92 |
The correlation between WEMMX and BSMIX has been stable across timeframes, ranging from 0.87 to 0.92 - a consistent structural relationship.
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Return for Risk
WEMMX vs. BSMIX — Risk / Return Rank
WEMMX
BSMIX
WEMMX vs. BSMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TETON Westwood Mighty Mites Fund (WEMMX) and iShares Russell Small/Mid-Cap Index Fund (BSMIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WEMMX | BSMIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.38 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 4.38 | 4.25 | +0.13 |
| Martin ratioReturn relative to average drawdown | 13.47 | 16.06 | -2.59 |
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Drawdowns
WEMMX vs. BSMIX - Drawdown Comparison
The maximum WEMMX drawdown since its inception was -42.48%, roughly equal to the maximum BSMIX drawdown of -41.32%. Use the drawdown chart below to compare losses from any high point for WEMMX and BSMIX.
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Drawdown Indicators
| WEMMX | BSMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.48% | -41.32% | -1.16% |
Max Drawdown (1Y)Largest decline over 1 year | -9.31% | -9.39% | +0.08% |
Max Drawdown (3Y)Largest decline over 3 years | -21.44% | -25.49% | +4.05% |
Max Drawdown (5Y)Largest decline over 5 years | -27.11% | -28.33% | +1.22% |
Max Drawdown (10Y)Largest decline over 10 years | -41.73% | -41.32% | -0.41% |
Current DrawdownCurrent decline from peak | -0.17% | 0.00% | -0.17% |
Average DrawdownAverage peak-to-trough decline | -6.61% | -7.38% | +0.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 2.48% | +0.54% |
Volatility
WEMMX vs. BSMIX - Volatility Comparison
The current volatility for TETON Westwood Mighty Mites Fund (WEMMX) is 5.28%, while iShares Russell Small/Mid-Cap Index Fund (BSMIX) has a volatility of 6.00%. This indicates that WEMMX experiences smaller price fluctuations and is considered to be less risky than BSMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WEMMX | BSMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.28% | 6.00% | -0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 12.88% | 13.47% | -0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.99% | 17.86% | +0.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.00% | 21.28% | -2.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.49% | 21.76% | -1.27% |
WEMMX vs. BSMIX - Expense Ratio Comparison
WEMMX has a 1.41% expense ratio, which is higher than BSMIX's 0.12% expense ratio.
Dividends
WEMMX vs. BSMIX - Dividend Comparison
WEMMX's dividend yield for the trailing twelve months is around 18.11%, more than BSMIX's 2.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSMIX iShares Russell Small/Mid-Cap Index Fund | 2.37% | 2.90% | 2.04% | 1.37% | 4.94% | 4.77% | 4.42% | 2.83% | 4.33% | 2.83% | 1.45% | 0.00% |
WEMMX TETON Westwood Mighty Mites Fund | 18.11% | 22.80% | 26.79% | 18.86% | 13.60% | 15.44% | 9.23% | 4.11% | 4.16% | 6.44% | 4.61% | 2.35% |
Frequently Asked Questions
WEMMX and BSMIX have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BSMIX has higher volatility (6.00%) compared to WEMMX (5.28%). In terms of maximum drawdown, WEMMX dropped -42.48% vs BSMIX's -41.32%.
WEMMX currently has the higher Sharpe Ratio (2.27 vs 2.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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