WIGRX vs. RFIMX
WIGRX (Wasatch Core Growth Fund Institutional Class) and RFIMX (Ranger Micro Cap Fund) are both Small Cap Growth Equities funds. Over the past 5 years, WIGRX returned 0.68%/yr vs 2.33%/yr for RFIMX. Their correlation of 0.85 means they have usually moved in the same direction. WIGRX charges 1.05%/yr vs 1.51%/yr for RFIMX.
Performance
WIGRX vs. RFIMX - Performance Comparison
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Returns By Period
In the year-to-date period, WIGRX achieves a 5.10% return, which is significantly lower than RFIMX's 14.91% return.
WIGRX
- 1D
- 1.54%
- 1M
- -2.19%
- 6M
- -0.36%
- YTD
- 5.10%
- 1Y
- -2.81%
- 3Y*
- 5.83%
- 5Y*
- 0.68%
- 10Y*
- 10.84%
- ALL TIME*
- 11.33%
RFIMX
- 1D
- 0.00%
- 1M
- -6.98%
- 6M
- 6.87%
- YTD
- 14.91%
- 1Y
- 20.18%
- 3Y*
- 5.41%
- 5Y*
- 2.33%
- 10Y*
- —
- ALL TIME*
- 12.99%
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 |
WIGRX vs. RFIMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
WIGRX Wasatch Core Growth Fund Institutional Class | 5.10% | -10.26% | 13.24% | 33.58% | -30.75% | 20.89% | 36.92% | 33.49% | -0.96% |
RFIMX Ranger Micro Cap Fund | 14.91% | 1.99% | 11.52% | 9.14% | -24.26% | 30.58% | 44.44% | 24.94% | -0.56% |
Correlation
The correlation between WIGRX and RFIMX is 0.82, 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. | 0.82 |
Correlation (3Y) Balances recent behavior with more history. | 0.83 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Dec 18, 2018 | 0.85 |
The correlation between WIGRX and RFIMX has been stable across timeframes, ranging from 0.82 to 0.87 - a consistent structural relationship.
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Return for Risk
WIGRX vs. RFIMX — Risk / Return Rank
WIGRX
RFIMX
WIGRX vs. RFIMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Core Growth Fund Institutional Class (WIGRX) and Ranger Micro Cap Fund (RFIMX). 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.
| WIGRX | RFIMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.15 | ||
| Sortino ratioReturn per unit of downside risk | -1.64 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.18 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.18 | 2.21 | -2.38 |
| Martin ratioReturn relative to average drawdown | -0.45 | 5.71 | -6.16 |
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Drawdowns
WIGRX vs. RFIMX - Drawdown Comparison
The maximum WIGRX drawdown since its inception was -40.07%, smaller than the maximum RFIMX drawdown of -99.41%. Use the drawdown chart below to compare losses from any high point for WIGRX and RFIMX.
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Drawdown Indicators
| WIGRX | RFIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.07% | -99.41% | +59.34% |
Max Drawdown (1Y)Largest decline over 1 year | -15.43% | -9.11% | -6.32% |
Max Drawdown (3Y)Largest decline over 3 years | -27.59% | -99.41% | +71.82% |
Max Drawdown (5Y)Largest decline over 5 years | -40.07% | -99.41% | +59.34% |
Max Drawdown (10Y)Largest decline over 10 years | -40.07% | — | — |
Current DrawdownCurrent decline from peak | -14.63% | -99.13% | +84.50% |
Average DrawdownAverage peak-to-trough decline | -8.60% | -30.62% | +22.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.04% | 3.51% | +2.53% |
Volatility
WIGRX vs. RFIMX - Volatility Comparison
The current volatility for Wasatch Core Growth Fund Institutional Class (WIGRX) is 4.95%, while Ranger Micro Cap Fund (RFIMX) has a volatility of 6.06%. This indicates that WIGRX experiences smaller price fluctuations and is considered to be less risky than RFIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WIGRX | RFIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.95% | 6.06% | -1.11% |
Volatility (6M)Calculated over the trailing 6-month period | 14.48% | 14.88% | -0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.64% | 19.82% | -0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.10% | 5,378.52% | -5,355.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.08% | 4,362.07% | -4,338.99% |
WIGRX vs. RFIMX - Expense Ratio Comparison
WIGRX has a 1.05% expense ratio, which is lower than RFIMX's 1.51% expense ratio.
Dividends
WIGRX vs. RFIMX - Dividend Comparison
WIGRX's dividend yield for the trailing twelve months is around 7.94%, more than RFIMX's 1.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RFIMX Ranger Micro Cap Fund | 1.15% | 1.33% | 0.00% | 0.77% | 47.82% | 71.79% | 0.00% | 0.00% | 0.36% | 0.00% | 0.00% | 0.00% |
WIGRX Wasatch Core Growth Fund Institutional Class | 7.94% | 8.34% | 9.02% | 0.00% | 0.70% | 16.54% | 7.12% | 10.61% | 10.06% | 6.20% | 0.20% | 12.66% |
Frequently Asked Questions
WIGRX and RFIMX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RFIMX has higher volatility (6.06%) compared to WIGRX (4.95%). In terms of maximum drawdown, WIGRX dropped -40.07% vs RFIMX's -99.41%.
RFIMX currently has the higher Sharpe Ratio (1.02 vs -0.14), 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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