WMCVX vs. WGROX

In the year-to-date period, WMCVX achieves a -8.11% return, which is significantly lower than WGROX's -7.43% return. Over the past 10 years, WMCVX has underperformed WGROX with an annualized return of 8.29%, while WGROX has yielded a comparatively higher 10.61% annualized return.

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WMCVX has a 1.16% expense ratio, which is lower than WGROX's 1.17% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Wasatch Small Cap Value Fund (WMCVX) and Wasatch Core Growth Fund (WGROX). 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 WMCVX Sharpe Ratio is -0.07, which is lower than the WGROX Sharpe Ratio of 0.22. The chart below compares the historical Sharpe Ratios of WMCVX and WGROX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WMCVX's dividend yield for the trailing twelve months is around 18.70%, more than WGROX's 9.96% yield.

The maximum WMCVX drawdown since its inception was -65.79%, which is greater than WGROX's maximum drawdown of -61.61%. Use the drawdown chart below to compare losses from any high point for WMCVX and WGROX.

Wasatch Small Cap Value Fund (WMCVX) and Wasatch Core Growth Fund (WGROX) have volatilities of 7.12% and 7.44%, 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.