WEMMX vs. ZSCCX
WEMMX (TETON Westwood Mighty Mites Fund) and ZSCCX (Zacks Small-Cap Core Fund) are both Small Cap Blend Equities funds. Over the past 10 years, WEMMX returned 9.27%/yr vs 12.79%/yr for ZSCCX. Their correlation of 0.93 means they have usually moved in the same direction. WEMMX charges 1.41%/yr vs 1.39%/yr for ZSCCX.
Performance
WEMMX vs. ZSCCX - Performance Comparison
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Returns By Period
In the year-to-date period, WEMMX achieves a 25.38% return, which is significantly higher than ZSCCX's 23.07% return. Over the past 10 years, WEMMX has underperformed ZSCCX with an annualized return of 9.27%, while ZSCCX has yielded a comparatively higher 12.79% annualized return.
WEMMX
- 1D
- 0.17%
- 1M
- -2.18%
- 6M
- 14.86%
- YTD
- 25.38%
- 1Y
- 36.36%
- 3Y*
- 14.10%
- 5Y*
- 7.13%
- 10Y*
- 9.27%
- ALL TIME*
- 10.32%
ZSCCX
- 1D
- 0.05%
- 1M
- -3.35%
- 6M
- 17.94%
- YTD
- 23.07%
- 1Y
- 39.48%
- 3Y*
- 21.45%
- 5Y*
- 14.21%
- 10Y*
- 12.79%
- ALL TIME*
- 12.47%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
WEMMX vs. ZSCCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WEMMX TETON Westwood Mighty Mites Fund | 25.38% | 11.02% | 3.83% | 13.53% | -15.37% | 21.44% | 10.02% | 16.94% | -13.69% | 15.47% |
ZSCCX Zacks Small-Cap Core Fund | 23.07% | 10.25% | 27.77% | 17.94% | -11.84% | 32.60% | -1.42% | 21.20% | -12.29% | 14.04% |
Correlation
The correlation between WEMMX and ZSCCX is 0.91, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.91 |
Correlation (3Y) Balances recent behavior with more history. | 0.91 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.92 |
Correlation (All Time) Calculated using the full available price history since Jul 18, 2011 | 0.93 |
The correlation between WEMMX and ZSCCX has been stable across timeframes, ranging from 0.91 to 0.93 - a consistent structural relationship.
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Return for Risk
WEMMX vs. ZSCCX — Risk / Return Rank
WEMMX
ZSCCX
WEMMX vs. ZSCCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TETON Westwood Mighty Mites Fund (WEMMX) and Zacks Small-Cap Core Fund (ZSCCX). 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 | ZSCCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.05 | ||
| Sortino ratioReturn per unit of downside risk | +0.11 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.32 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.67 | 3.87 | -0.21 |
| Martin ratioReturn relative to average drawdown | 10.61 | 11.05 | -0.44 |
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Drawdowns
WEMMX vs. ZSCCX - Drawdown Comparison
The maximum WEMMX drawdown since its inception was -42.48%, smaller than the maximum ZSCCX drawdown of -50.29%. Use the drawdown chart below to compare losses from any high point for WEMMX and ZSCCX.
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Drawdown Indicators
| WEMMX | ZSCCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.48% | -50.29% | +7.81% |
Max Drawdown (1Y)Largest decline over 1 year | -9.31% | -9.50% | +0.19% |
Max Drawdown (3Y)Largest decline over 3 years | -21.44% | -21.87% | +0.43% |
Max Drawdown (5Y)Largest decline over 5 years | -27.11% | -23.91% | -3.20% |
Max Drawdown (10Y)Largest decline over 10 years | -41.73% | -50.29% | +8.56% |
Current DrawdownCurrent decline from peak | -5.08% | -7.34% | +2.26% |
Average DrawdownAverage peak-to-trough decline | -6.60% | -7.06% | +0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 3.33% | -0.12% |
Volatility
WEMMX vs. ZSCCX - Volatility Comparison
The current volatility for TETON Westwood Mighty Mites Fund (WEMMX) is 4.99%, while Zacks Small-Cap Core Fund (ZSCCX) has a volatility of 6.31%. This indicates that WEMMX experiences smaller price fluctuations and is considered to be less risky than ZSCCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WEMMX | ZSCCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.99% | 6.31% | -1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 13.03% | 15.06% | -2.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.99% | 19.93% | -1.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.01% | 22.85% | -3.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.48% | 24.23% | -3.75% |
WEMMX vs. ZSCCX - Expense Ratio Comparison
WEMMX has a 1.41% expense ratio, which is higher than ZSCCX's 1.39% expense ratio.
Dividends
WEMMX vs. ZSCCX - Dividend Comparison
WEMMX's dividend yield for the trailing twelve months is around 18.19%, while ZSCCX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WEMMX TETON Westwood Mighty Mites Fund | 18.19% | 22.80% | 26.79% | 18.86% | 13.60% | 15.44% | 9.23% | 4.11% | 4.16% | 6.44% | 4.61% | 2.35% |
ZSCCX Zacks Small-Cap Core Fund | 0.00% | 0.00% | 34.48% | 4.49% | 0.49% | 2.30% | 0.02% | 0.10% | 10.82% | 13.57% | 0.56% | 0.00% |
Frequently Asked Questions
With a correlation of 0.91, WEMMX and ZSCCX 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.
ZSCCX has higher volatility (6.31%) compared to WEMMX (4.99%). In terms of maximum drawdown, WEMMX dropped -42.48% vs ZSCCX's -50.29%.
WEMMX currently has the higher Sharpe Ratio (1.90 vs 1.85), 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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