WMICX vs. PVIVX
Compare and contrast key facts about Wasatch Micro Cap Fund (WMICX) and Paradigm Micro-cap Fund (PVIVX).
WMICX is managed by Wasatch. It was launched on Jun 19, 1995. PVIVX is managed by Paradigm Funds. It was launched on Dec 31, 2007.
Performance
WMICX vs. PVIVX - Performance Comparison
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WMICX vs. PVIVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WMICX Wasatch Micro Cap Fund | -3.23% | 4.84% | 20.91% | 22.58% | -40.64% | 4.51% | 64.84% | 42.31% | 1.73% | 36.17% |
PVIVX Paradigm Micro-cap Fund | 2.21% | -4.81% | 13.48% | 17.89% | -20.62% | 27.94% | 46.96% | 22.38% | -10.88% | 15.82% |
Returns By Period
In the year-to-date period, WMICX achieves a -3.23% return, which is significantly lower than PVIVX's 2.21% return. Over the past 10 years, WMICX has outperformed PVIVX with an annualized return of 13.09%, while PVIVX has yielded a comparatively lower 11.72% annualized return.
WMICX
- 1D
- 3.07%
- 1M
- -8.41%
- YTD
- -3.23%
- 6M
- -1.41%
- 1Y
- 20.89%
- 3Y*
- 10.67%
- 5Y*
- -3.77%
- 10Y*
- 13.09%
PVIVX
- 1D
- 3.34%
- 1M
- -8.52%
- YTD
- 2.21%
- 6M
- -3.80%
- 1Y
- 13.77%
- 3Y*
- 6.80%
- 5Y*
- 1.63%
- 10Y*
- 11.72%
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WMICX vs. PVIVX - Expense Ratio Comparison
WMICX has a 1.63% expense ratio, which is higher than PVIVX's 1.25% expense ratio.
Return for Risk
WMICX vs. PVIVX — Risk / Return Rank
WMICX
PVIVX
WMICX vs. PVIVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Micro Cap Fund (WMICX) and Paradigm Micro-cap Fund (PVIVX). 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.
| WMICX | PVIVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.48 | +0.48 |
Sortino ratioReturn per unit of downside risk | 1.51 | 0.89 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.11 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 0.90 | +0.61 |
Martin ratioReturn relative to average drawdown | 5.33 | 2.45 | +2.88 |
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
| WMICX | PVIVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.48 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.15 | 0.00 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.02 | +0.52 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.02 | +0.61 |
Correlation
The correlation between WMICX and PVIVX is 0.86, 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
WMICX vs. PVIVX - Dividend Comparison
WMICX has not paid dividends to shareholders, while PVIVX's dividend yield for the trailing twelve months is around 15.59%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMICX Wasatch Micro Cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 30.82% | 5.68% | 11.40% | 29.75% | 15.30% | 9.30% | 16.58% |
PVIVX Paradigm Micro-cap Fund | 15.59% | 15.93% | 6.40% | 0.00% | 0.00% | 1.11% | 5.25% | 0.01% | 14.09% | 6.88% | 3.61% | 1.32% |
Drawdowns
WMICX vs. PVIVX - Drawdown Comparison
The maximum WMICX drawdown since its inception was -65.21%, smaller than the maximum PVIVX drawdown of -95.67%. Use the drawdown chart below to compare losses from any high point for WMICX and PVIVX.
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Drawdown Indicators
| WMICX | PVIVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.21% | -95.67% | +30.46% |
Max Drawdown (1Y)Largest decline over 1 year | -14.32% | -14.84% | +0.52% |
Max Drawdown (5Y)Largest decline over 5 years | -48.70% | -95.67% | +46.97% |
Max Drawdown (10Y)Largest decline over 10 years | -50.96% | -95.67% | +44.71% |
Current DrawdownCurrent decline from peak | -23.80% | -94.39% | +70.59% |
Average DrawdownAverage peak-to-trough decline | -13.32% | -16.17% | +2.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.05% | 5.46% | -1.41% |
Volatility
WMICX vs. PVIVX - Volatility Comparison
The current volatility for Wasatch Micro Cap Fund (WMICX) is 7.26%, while Paradigm Micro-cap Fund (PVIVX) has a volatility of 9.19%. This indicates that WMICX experiences smaller price fluctuations and is considered to be less risky than PVIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMICX | PVIVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.26% | 9.19% | -1.93% |
Volatility (6M)Calculated over the trailing 6-month period | 14.22% | 17.96% | -3.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.52% | 29.31% | -6.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.51% | 887.36% | -862.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.33% | 627.66% | -603.33% |