WGROX vs. PCFIX
Compare and contrast key facts about Wasatch Core Growth Fund (WGROX) and PIMCO RAE PLUS Small Fund (PCFIX).
WGROX is managed by Wasatch. It was launched on Dec 8, 1986. PCFIX is managed by PIMCO. It was launched on Sep 30, 2011.
Performance
WGROX vs. PCFIX - Performance Comparison
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WGROX vs. PCFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WGROX Wasatch Core Growth Fund | -8.56% | -10.37% | 13.13% | 33.43% | -30.86% | 20.76% | 36.73% | 33.31% | -3.75% | 24.29% |
PCFIX PIMCO RAE PLUS Small Fund | -2.10% | 6.78% | 20.88% | 18.04% | -12.46% | -36.92% | 9.77% | 21.53% | -12.19% | 12.90% |
Returns By Period
In the year-to-date period, WGROX achieves a -8.56% return, which is significantly lower than PCFIX's -2.10% return. Over the past 10 years, WGROX has outperformed PCFIX with an annualized return of 9.85%, while PCFIX has yielded a comparatively lower 3.59% annualized return.
WGROX
- 1D
- -1.04%
- 1M
- -10.76%
- YTD
- -8.56%
- 6M
- -11.35%
- 1Y
- -9.24%
- 3Y*
- 4.35%
- 5Y*
- -0.44%
- 10Y*
- 9.85%
PCFIX
- 1D
- -0.95%
- 1M
- -7.45%
- YTD
- -2.10%
- 6M
- 1.30%
- 1Y
- 14.37%
- 3Y*
- 14.75%
- 5Y*
- -8.08%
- 10Y*
- 3.59%
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WGROX vs. PCFIX - Expense Ratio Comparison
WGROX has a 1.17% expense ratio, which is higher than PCFIX's 0.85% expense ratio.
Return for Risk
WGROX vs. PCFIX — Risk / Return Rank
WGROX
PCFIX
WGROX vs. PCFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Core Growth Fund (WGROX) and PIMCO RAE PLUS Small Fund (PCFIX). 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.
| WGROX | PCFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.39 | 0.66 | -1.05 |
Sortino ratioReturn per unit of downside risk | -0.42 | 1.07 | -1.49 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.14 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | -0.72 | 0.80 | -1.52 |
Martin ratioReturn relative to average drawdown | -1.99 | 3.22 | -5.20 |
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
| WGROX | PCFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.39 | 0.66 | -1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | -0.24 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.12 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.29 | +0.25 |
Correlation
The correlation between WGROX and PCFIX is 0.85, 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
WGROX vs. PCFIX - Dividend Comparison
WGROX's dividend yield for the trailing twelve months is around 9.35%, more than PCFIX's 3.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WGROX Wasatch Core Growth Fund | 9.35% | 8.55% | 9.22% | 0.00% | 0.71% | 16.82% | 7.21% | 10.73% | 10.14% | 6.24% | 0.15% | 12.70% |
PCFIX PIMCO RAE PLUS Small Fund | 3.05% | 2.24% | 6.12% | 2.12% | 13.29% | 96.19% | 18.00% | 2.63% | 12.78% | 9.33% | 0.00% | 26.50% |
Drawdowns
WGROX vs. PCFIX - Drawdown Comparison
The maximum WGROX drawdown since its inception was -61.61%, smaller than the maximum PCFIX drawdown of -67.77%. Use the drawdown chart below to compare losses from any high point for WGROX and PCFIX.
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Drawdown Indicators
| WGROX | PCFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.61% | -67.77% | +6.16% |
Max Drawdown (1Y)Largest decline over 1 year | -15.89% | -15.69% | -0.20% |
Max Drawdown (5Y)Largest decline over 5 years | -40.16% | -67.77% | +27.61% |
Max Drawdown (10Y)Largest decline over 10 years | -40.16% | -67.77% | +27.61% |
Current DrawdownCurrent decline from peak | -25.82% | -45.84% | +20.02% |
Average DrawdownAverage peak-to-trough decline | -9.86% | -21.20% | +11.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.73% | 3.92% | +1.81% |
Volatility
WGROX vs. PCFIX - Volatility Comparison
Wasatch Core Growth Fund (WGROX) has a higher volatility of 6.43% compared to PIMCO RAE PLUS Small Fund (PCFIX) at 5.43%. This indicates that WGROX's price experiences larger fluctuations and is considered to be riskier than PCFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WGROX | PCFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.43% | 5.43% | +1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 13.64% | 12.64% | +1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.90% | 22.79% | +1.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.87% | 33.66% | -10.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.23% | 30.13% | -6.90% |