WGROX vs. WAAEX

In the year-to-date period, WGROX achieves a -11.72% return, which is significantly higher than WAAEX's -13.49% return. Over the past 10 years, WGROX has outperformed WAAEX with an annualized return of 2.59%, while WAAEX has yielded a comparatively lower -3.66% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

WGROX has a 1.17% expense ratio, which is higher than WAAEX's 1.12% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Wasatch Core Growth Fund (WGROX) and Wasatch Small Cap Growth Fund (WAAEX). 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.

The current WGROX Sharpe Ratio is -0.26, which is lower than the WAAEX Sharpe Ratio of 0.08. The chart below compares the historical Sharpe Ratios of WGROX and WAAEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither WGROX nor WAAEX has paid dividends to shareholders.

The maximum WGROX drawdown since its inception was -68.90%, which is greater than WAAEX's maximum drawdown of -62.47%. Use the drawdown chart below to compare losses from any high point for WGROX and WAAEX. For additional features, visit the drawdowns tool.

Wasatch Core Growth Fund (WGROX) and Wasatch Small Cap Growth Fund (WAAEX) have volatilities of 15.30% and 14.81%, 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.