WMICX vs. VWIAX
Compare and contrast key facts about Wasatch Micro Cap Fund (WMICX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX).
WMICX is managed by Wasatch. It was launched on Jun 19, 1995. VWIAX is managed by Vanguard. It was launched on May 14, 2001.
Performance
WMICX vs. VWIAX - Performance Comparison
Loading graphics...
WMICX vs. VWIAX - 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% |
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 0.28% | 11.08% | 5.92% | 7.07% | -9.04% | 8.55% | 8.52% | 16.47% | -2.49% | 9.37% |
Returns By Period
In the year-to-date period, WMICX achieves a -3.23% return, which is significantly lower than VWIAX's 0.28% return. Over the past 10 years, WMICX has outperformed VWIAX with an annualized return of 13.09%, while VWIAX has yielded a comparatively lower 5.75% 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%
VWIAX
- 1D
- 0.72%
- 1M
- -2.79%
- YTD
- 0.28%
- 6M
- 1.95%
- 1Y
- 8.21%
- 3Y*
- 7.63%
- 5Y*
- 4.20%
- 10Y*
- 5.75%
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. VWIAX - Expense Ratio Comparison
WMICX has a 1.63% expense ratio, which is higher than VWIAX's 0.16% expense ratio.
Return for Risk
WMICX vs. VWIAX — Risk / Return Rank
WMICX
VWIAX
WMICX vs. VWIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Micro Cap Fund (WMICX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX). 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 | VWIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.24 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.75 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.25 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 1.75 | -0.25 |
Martin ratioReturn relative to average drawdown | 5.33 | 6.90 | -1.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WMICX | VWIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.24 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.15 | 0.61 | -0.76 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.84 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.92 | -0.29 |
Correlation
The correlation between WMICX and VWIAX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
WMICX vs. VWIAX - Dividend Comparison
WMICX has not paid dividends to shareholders, while VWIAX's dividend yield for the trailing twelve months is around 8.01%.
| 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% |
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 8.01% | 7.93% | 6.69% | 4.80% | 7.75% | 6.11% | 4.37% | 4.00% | 7.64% | 3.25% | 4.07% | 5.66% |
Drawdowns
WMICX vs. VWIAX - Drawdown Comparison
The maximum WMICX drawdown since its inception was -65.21%, which is greater than VWIAX's maximum drawdown of -21.64%. Use the drawdown chart below to compare losses from any high point for WMICX and VWIAX.
Loading graphics...
Drawdown Indicators
| WMICX | VWIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.21% | -21.64% | -43.57% |
Max Drawdown (1Y)Largest decline over 1 year | -14.32% | -5.00% | -9.32% |
Max Drawdown (5Y)Largest decline over 5 years | -48.70% | -15.26% | -33.44% |
Max Drawdown (10Y)Largest decline over 10 years | -50.96% | -17.41% | -33.55% |
Current DrawdownCurrent decline from peak | -23.80% | -3.11% | -20.69% |
Average DrawdownAverage peak-to-trough decline | -13.32% | -2.23% | -11.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.05% | 1.27% | +2.78% |
Volatility
WMICX vs. VWIAX - Volatility Comparison
Wasatch Micro Cap Fund (WMICX) has a higher volatility of 7.26% compared to Vanguard Wellesley Income Fund Admiral Shares (VWIAX) at 2.26%. This indicates that WMICX's price experiences larger fluctuations and is considered to be riskier than VWIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WMICX | VWIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.26% | 2.26% | +5.00% |
Volatility (6M)Calculated over the trailing 6-month period | 14.22% | 3.75% | +10.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.52% | 6.71% | +15.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.51% | 6.96% | +17.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.33% | 6.90% | +17.43% |