WMICX vs. RYSEX
Compare and contrast key facts about Wasatch Micro Cap Fund (WMICX) and Royce Special Equity Fund (RYSEX).
WMICX is managed by Wasatch. It was launched on Jun 19, 1995. RYSEX is managed by Royce Investment Partners. It was launched on May 1, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WMICX or RYSEX.
Correlation
The correlation between WMICX and RYSEX is 0.80, 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.
Performance
WMICX vs. RYSEX - Performance Comparison
Key characteristics
WMICX:
1.08
RYSEX:
-0.52
WMICX:
1.61
RYSEX:
-0.53
WMICX:
1.19
RYSEX:
0.91
WMICX:
0.42
RYSEX:
-0.59
WMICX:
6.59
RYSEX:
-2.13
WMICX:
3.54%
RYSEX:
5.25%
WMICX:
21.75%
RYSEX:
21.44%
WMICX:
-72.45%
RYSEX:
-43.27%
WMICX:
-42.53%
RYSEX:
-18.93%
Returns By Period
In the year-to-date period, WMICX achieves a 22.08% return, which is significantly higher than RYSEX's -10.85% return. Over the past 10 years, WMICX has underperformed RYSEX with an annualized return of 0.33%, while RYSEX has yielded a comparatively higher 4.53% annualized return.
WMICX
22.08%
-4.13%
14.54%
22.61%
1.85%
0.33%
RYSEX
-10.85%
-17.53%
-9.36%
-11.42%
4.22%
4.53%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WMICX vs. RYSEX - Expense Ratio Comparison
WMICX has a 1.63% expense ratio, which is higher than RYSEX's 1.20% expense ratio.
Risk-Adjusted Performance
WMICX vs. RYSEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Micro Cap Fund (WMICX) and Royce Special Equity Fund (RYSEX). 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.
Dividends
WMICX vs. RYSEX - Dividend Comparison
Neither WMICX nor RYSEX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMICX Wasatch Micro Cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.08% | 0.00% | 0.03% | 0.00% |
RYSEX Royce Special Equity Fund | 0.00% | 1.48% | 1.23% | 1.06% | 1.44% | 1.18% | 1.30% | 0.56% | 0.96% | 1.33% | 0.52% | 0.12% |
Drawdowns
WMICX vs. RYSEX - Drawdown Comparison
The maximum WMICX drawdown since its inception was -72.45%, which is greater than RYSEX's maximum drawdown of -43.27%. Use the drawdown chart below to compare losses from any high point for WMICX and RYSEX. For additional features, visit the drawdowns tool.
Volatility
WMICX vs. RYSEX - Volatility Comparison
The current volatility for Wasatch Micro Cap Fund (WMICX) is 5.81%, while Royce Special Equity Fund (RYSEX) has a volatility of 15.60%. This indicates that WMICX experiences smaller price fluctuations and is considered to be less risky than RYSEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.