WEMMX vs. TRDFX
Compare and contrast key facts about TETON Westwood Mighty Mites Fund (WEMMX) and Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund (TRDFX).
WEMMX is managed by Teton Westwood. It was launched on May 11, 1998. TRDFX is managed by Crossmark Steward Funds. It was launched on Jan 31, 1952.
Performance
WEMMX vs. TRDFX - Performance Comparison
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WEMMX vs. TRDFX - 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% |
TRDFX Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund | -0.08% | 5.76% | 9.90% | 15.86% | -14.98% | 26.35% | 10.40% | 21.40% | -12.76% | 13.92% |
Returns By Period
In the year-to-date period, WEMMX achieves a 4.76% return, which is significantly higher than TRDFX's -0.08% return. Over the past 10 years, WEMMX has underperformed TRDFX with an annualized return of 8.17%, while TRDFX has yielded a comparatively higher 8.63% 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%
TRDFX
- 1D
- -0.82%
- 1M
- -7.50%
- YTD
- -0.08%
- 6M
- 1.28%
- 1Y
- 14.71%
- 3Y*
- 9.20%
- 5Y*
- 4.69%
- 10Y*
- 8.63%
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WEMMX vs. TRDFX - Expense Ratio Comparison
WEMMX has a 1.41% expense ratio, which is higher than TRDFX's 0.80% expense ratio.
Return for Risk
WEMMX vs. TRDFX — Risk / Return Rank
WEMMX
TRDFX
WEMMX vs. TRDFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TETON Westwood Mighty Mites Fund (WEMMX) and Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund (TRDFX). 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 | TRDFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.71 | +0.50 |
Sortino ratioReturn per unit of downside risk | 1.80 | 1.13 | +0.67 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.15 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 0.88 | +1.02 |
Martin ratioReturn relative to average drawdown | 6.03 | 3.79 | +2.23 |
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 | TRDFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.71 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.21 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.38 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.35 | +0.26 |
Correlation
The correlation between WEMMX and TRDFX is 0.84, 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
WEMMX vs. TRDFX - Dividend Comparison
WEMMX's dividend yield for the trailing twelve months is around 21.77%, more than TRDFX's 8.77% 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% |
TRDFX Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund | 8.77% | 8.76% | 6.18% | 4.29% | 28.61% | 13.92% | 4.16% | 3.50% | 15.78% | 7.77% | 3.51% | 13.93% |
Drawdowns
WEMMX vs. TRDFX - Drawdown Comparison
The maximum WEMMX drawdown since its inception was -42.48%, smaller than the maximum TRDFX drawdown of -61.60%. Use the drawdown chart below to compare losses from any high point for WEMMX and TRDFX.
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Drawdown Indicators
| WEMMX | TRDFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.48% | -61.60% | +19.12% |
Max Drawdown (1Y)Largest decline over 1 year | -11.39% | -14.44% | +3.05% |
Max Drawdown (5Y)Largest decline over 5 years | -27.11% | -29.52% | +2.41% |
Max Drawdown (10Y)Largest decline over 10 years | -41.73% | -45.92% | +4.19% |
Current DrawdownCurrent decline from peak | -8.04% | -8.48% | +0.44% |
Average DrawdownAverage peak-to-trough decline | -6.65% | -13.01% | +6.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 3.36% | +0.24% |
Volatility
WEMMX vs. TRDFX - Volatility Comparison
TETON Westwood Mighty Mites Fund (WEMMX) and Crossmark Steward Values-FocusedSmall-Mid Cap Enhanced Index Fund (TRDFX) have volatilities of 5.84% and 5.63%, 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 | TRDFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.84% | 5.63% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 12.24% | 11.69% | +0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.00% | 21.26% | -1.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.87% | 22.03% | -3.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.36% | 22.84% | -2.48% |