WEMMX vs. VSTCX
WEMMX (TETON Westwood Mighty Mites Fund) and VSTCX (Vanguard Strategic Small-Cap Equity Fund) are both Small Cap Blend Equities funds. Over the past 10 years, WEMMX returned 9.89%/yr vs 13.43%/yr for VSTCX. Their correlation of 0.92 suggests significant overlap in exposure. WEMMX charges 1.41%/yr vs 0.26%/yr for VSTCX.
Performance
WEMMX vs. VSTCX - 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 VSTCX's 21.48% return. Over the past 10 years, WEMMX has underperformed VSTCX with an annualized return of 9.89%, while VSTCX has yielded a comparatively higher 13.43% 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%
VSTCX
- 1D
- 0.53%
- 1M
- 5.17%
- YTD
- 21.48%
- 6M
- 19.28%
- 1Y
- 44.51%
- 3Y*
- 23.26%
- 5Y*
- 12.58%
- 10Y*
- 13.43%
WEMMX vs. VSTCX - 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% |
VSTCX Vanguard Strategic Small-Cap Equity Fund | 21.48% | 15.20% | 15.40% | 21.34% | -13.00% | 33.53% | 8.38% | 22.18% | -11.87% | 9.21% |
Correlation
The correlation between WEMMX and VSTCX is 0.92, 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 | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Apr 20, 2006 | 0.92 |
The correlation between WEMMX and VSTCX has been stable across timeframes, ranging from 0.92 to 0.94 - a consistent structural relationship.
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Return for Risk
WEMMX vs. VSTCX — Risk / Return Rank
WEMMX
VSTCX
WEMMX vs. VSTCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TETON Westwood Mighty Mites Fund (WEMMX) and Vanguard Strategic Small-Cap Equity Fund (VSTCX). 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 | VSTCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.32 | ||
| Sortino ratioReturn per unit of downside risk | -0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.44 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 4.38 | 5.74 | -1.35 |
| Martin ratioReturn relative to average drawdown | 13.47 | 20.24 | -6.77 |
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Drawdowns
WEMMX vs. VSTCX - Drawdown Comparison
The maximum WEMMX drawdown since its inception was -42.48%, smaller than the maximum VSTCX drawdown of -62.50%. Use the drawdown chart below to compare losses from any high point for WEMMX and VSTCX.
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Drawdown Indicators
| WEMMX | VSTCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.48% | -62.50% | +20.02% |
Max Drawdown (1Y)Largest decline over 1 year | -9.31% | -8.08% | -1.23% |
Max Drawdown (3Y)Largest decline over 3 years | -21.44% | -27.47% | +6.03% |
Max Drawdown (5Y)Largest decline over 5 years | -27.11% | -27.47% | +0.36% |
Max Drawdown (10Y)Largest decline over 10 years | -41.73% | -48.08% | +6.35% |
Current DrawdownCurrent decline from peak | -0.17% | 0.00% | -0.17% |
Average DrawdownAverage peak-to-trough decline | -6.61% | -10.62% | +4.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 2.29% | +0.73% |
Volatility
WEMMX vs. VSTCX - Volatility Comparison
TETON Westwood Mighty Mites Fund (WEMMX) and Vanguard Strategic Small-Cap Equity Fund (VSTCX) have volatilities of 5.28% and 5.06%, 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 | VSTCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.28% | 5.06% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 12.88% | 12.50% | +0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.99% | 17.89% | +0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.00% | 22.01% | -3.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.49% | 23.50% | -3.01% |
WEMMX vs. VSTCX - Expense Ratio Comparison
WEMMX has a 1.41% expense ratio, which is higher than VSTCX's 0.26% expense ratio.
Dividends
WEMMX vs. VSTCX - Dividend Comparison
WEMMX's dividend yield for the trailing twelve months is around 18.11%, more than VSTCX's 6.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSTCX Vanguard Strategic Small-Cap Equity Fund | 6.21% | 7.55% | 9.66% | 2.50% | 7.44% | 19.92% | 1.24% | 4.14% | 11.74% | 5.76% | 1.35% | 2.33% |
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
With a correlation of 0.92, WEMMX and VSTCX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
WEMMX has higher volatility (5.28%) compared to VSTCX (5.06%). In terms of maximum drawdown, WEMMX dropped -42.48% vs VSTCX's -62.50%.
VSTCX currently has the higher Sharpe Ratio (2.60 vs 2.27), 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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