WMICX vs. RYSEX

The year-to-date returns for both investments are quite close, with WMICX having a -8.83% return and RYSEX slightly higher at -8.42%. Over the past 10 years, WMICX has outperformed RYSEX with an annualized return of 10.75%, while RYSEX has yielded a comparatively lower -3.76% annualized return.

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WMICX has a 1.63% expense ratio, which is higher than RYSEX's 1.20% expense ratio.

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.

The current WMICX Sharpe Ratio is 0.05, which is higher than the RYSEX Sharpe Ratio of -0.76. The chart below compares the historical Sharpe Ratios of WMICX and RYSEX, 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 RYSEX's dividend yield for the trailing twelve months is around 17.85%.

The maximum WMICX drawdown since its inception was -65.21%, which is greater than RYSEX's maximum drawdown of -52.13%. Use the drawdown chart below to compare losses from any high point for WMICX and RYSEX.

Wasatch Micro Cap Fund (WMICX) has a higher volatility of 6.11% compared to Royce Special Equity Fund (RYSEX) at 5.63%. This indicates that WMICX's price experiences larger fluctuations and is considered to be riskier than RYSEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.