WSCVX vs. AVWS.DE
Compare and contrast key facts about Walthausen Small Cap Value Fund (WSCVX) and Avantis Global Small Cap Value UCITS ETF USD Acc EUR (AVWS.DE).
WSCVX is managed by Walthausen Funds. It was launched on Feb 1, 2008. AVWS.DE is an actively managed fund by Avantis. It was launched on Sep 25, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WSCVX or AVWS.DE.
Correlation
The correlation between WSCVX and AVWS.DE is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
WSCVX vs. AVWS.DE - Performance Comparison
Key characteristics
WSCVX:
26.41%
AVWS.DE:
23.12%
WSCVX:
-56.30%
AVWS.DE:
-25.21%
WSCVX:
-51.41%
AVWS.DE:
-15.34%
Returns By Period
In the year-to-date period, WSCVX achieves a -7.49% return, which is significantly higher than AVWS.DE's -9.38% return.
WSCVX
-7.49%
7.94%
-14.44%
-13.39%
-0.41%
-4.69%
AVWS.DE
-9.38%
9.13%
-5.18%
N/A
N/A
N/A
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WSCVX vs. AVWS.DE - Expense Ratio Comparison
WSCVX has a 1.21% expense ratio, which is higher than AVWS.DE's 0.39% expense ratio.
Risk-Adjusted Performance
WSCVX vs. AVWS.DE — Risk-Adjusted Performance Rank
WSCVX
AVWS.DE
WSCVX vs. AVWS.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Walthausen Small Cap Value Fund (WSCVX) and Avantis Global Small Cap Value UCITS ETF USD Acc EUR (AVWS.DE). 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.
Not enough dataDividends
WSCVX vs. AVWS.DE - Dividend Comparison
Neither WSCVX nor AVWS.DE has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSCVX Walthausen Small Cap Value Fund | 0.00% | 0.00% | 0.19% | 0.37% | 0.03% | 0.96% | 0.10% | 0.00% | 0.00% | 0.06% | 0.31% | 13.99% |
AVWS.DE Avantis Global Small Cap Value UCITS ETF USD Acc EUR | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WSCVX vs. AVWS.DE - Drawdown Comparison
The maximum WSCVX drawdown since its inception was -56.30%, which is greater than AVWS.DE's maximum drawdown of -25.21%. Use the drawdown chart below to compare losses from any high point for WSCVX and AVWS.DE. For additional features, visit the drawdowns tool.
Volatility
WSCVX vs. AVWS.DE - Volatility Comparison
Walthausen Small Cap Value Fund (WSCVX) and Avantis Global Small Cap Value UCITS ETF USD Acc EUR (AVWS.DE) have volatilities of 11.28% and 11.77%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.