WEMMX vs. DFISX
Compare and contrast key facts about TETON Westwood Mighty Mites Fund (WEMMX) and DFA International Small Company Portfolio (DFISX).
WEMMX is managed by Teton Westwood. It was launched on May 11, 1998. DFISX is managed by Dimensional. It was launched on Sep 30, 1996.
Performance
WEMMX vs. DFISX - Performance Comparison
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WEMMX vs. DFISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WEMMX TETON Westwood Mighty Mites Fund | 4.76% | 11.02% | 3.83% | 13.53% | -15.37% | 21.44% | 10.02% | 16.94% | -13.69% | 15.47% |
DFISX DFA International Small Company Portfolio | -1.97% | 36.35% | 3.76% | 14.46% | -17.13% | 10.71% | 9.27% | 24.18% | -19.42% | 24.78% |
Returns By Period
In the year-to-date period, WEMMX achieves a 4.76% return, which is significantly higher than DFISX's -1.97% return. Over the past 10 years, WEMMX has outperformed DFISX with an annualized return of 8.17%, while DFISX has yielded a comparatively lower 7.66% annualized return.
WEMMX
- 1D
- -0.40%
- 1M
- -7.13%
- YTD
- 4.76%
- 6M
- 4.86%
- 1Y
- 24.54%
- 3Y*
- 9.77%
- 5Y*
- 4.35%
- 10Y*
- 8.17%
DFISX
- 1D
- -0.34%
- 1M
- -11.77%
- YTD
- -1.97%
- 6M
- 2.11%
- 1Y
- 26.89%
- 3Y*
- 14.28%
- 5Y*
- 6.58%
- 10Y*
- 7.66%
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WEMMX vs. DFISX - Expense Ratio Comparison
WEMMX has a 1.41% expense ratio, which is higher than DFISX's 0.39% expense ratio.
Return for Risk
WEMMX vs. DFISX — Risk / Return Rank
WEMMX
DFISX
WEMMX vs. DFISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TETON Westwood Mighty Mites Fund (WEMMX) and DFA International Small Company Portfolio (DFISX). 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.
| WEMMX | DFISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.66 | -0.45 |
Sortino ratioReturn per unit of downside risk | 1.80 | 2.15 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.33 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 2.04 | -0.14 |
Martin ratioReturn relative to average drawdown | 6.03 | 7.97 | -1.95 |
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
| WEMMX | DFISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.66 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.42 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.48 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.44 | +0.17 |
Correlation
The correlation between WEMMX and DFISX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
WEMMX vs. DFISX - Dividend Comparison
WEMMX's dividend yield for the trailing twelve months is around 21.77%, more than DFISX's 3.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WEMMX TETON Westwood Mighty Mites Fund | 21.77% | 22.80% | 26.79% | 18.86% | 13.60% | 15.44% | 9.23% | 4.11% | 4.16% | 6.44% | 4.61% | 2.35% |
DFISX DFA International Small Company Portfolio | 3.21% | 3.19% | 3.39% | 3.01% | 3.51% | 3.06% | 1.71% | 4.54% | 7.74% | 1.27% | 4.44% | 4.47% |
Drawdowns
WEMMX vs. DFISX - Drawdown Comparison
The maximum WEMMX drawdown since its inception was -42.48%, smaller than the maximum DFISX drawdown of -60.66%. Use the drawdown chart below to compare losses from any high point for WEMMX and DFISX.
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Drawdown Indicators
| WEMMX | DFISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.48% | -60.66% | +18.18% |
Max Drawdown (1Y)Largest decline over 1 year | -11.39% | -11.96% | +0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -27.11% | -35.06% | +7.95% |
Max Drawdown (10Y)Largest decline over 10 years | -41.73% | -43.00% | +1.27% |
Current DrawdownCurrent decline from peak | -8.04% | -11.77% | +3.73% |
Average DrawdownAverage peak-to-trough decline | -6.65% | -11.69% | +5.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 3.06% | +0.54% |
Volatility
WEMMX vs. DFISX - Volatility Comparison
TETON Westwood Mighty Mites Fund (WEMMX) and DFA International Small Company Portfolio (DFISX) have volatilities of 5.84% and 5.90%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WEMMX | DFISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.84% | 5.90% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 12.24% | 10.04% | +2.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.00% | 15.38% | +4.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.87% | 15.75% | +3.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.36% | 16.11% | +4.25% |