WMICX vs. FCPGX

The year-to-date returns for both stocks are quite close, with WMICX having a 23.83% return and FCPGX slightly lower at 22.91%. Over the past 10 years, WMICX has underperformed FCPGX with an annualized return of 0.93%, while FCPGX has yielded a comparatively higher 6.90% annualized return.

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

WMICX has a 1.63% expense ratio, which is higher than FCPGX's 1.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Wasatch Micro Cap Fund (WMICX) and Fidelity Small Cap Growth Fund (FCPGX). 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 WMICX Sharpe Ratio is 1.04, which is comparable to the FCPGX Sharpe Ratio of 1.13. The chart below compares the historical Sharpe Ratios of WMICX and FCPGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WMICX has not paid dividends to shareholders, while FCPGX's dividend yield for the trailing twelve months is around 0.82%.

The maximum WMICX drawdown since its inception was -72.45%, which is greater than FCPGX's maximum drawdown of -59.11%. Use the drawdown chart below to compare losses from any high point for WMICX and FCPGX. For additional features, visit the drawdowns tool.

The current volatility for Wasatch Micro Cap Fund (WMICX) is 5.31%, while Fidelity Small Cap Growth Fund (FCPGX) has a volatility of 5.71%. This indicates that WMICX experiences smaller price fluctuations and is considered to be less risky than FCPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.