WSMDX vs. HAGAX
Compare and contrast key facts about William Blair Small-Mid Cap Growth Fund (WSMDX) and Carillon Eagle Mid Cap Growth Fund (HAGAX).
WSMDX is managed by William Blair. It was launched on Dec 29, 2003. HAGAX is managed by Carillon Family of Funds. It was launched on Aug 20, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WSMDX or HAGAX.
Key characteristics
| WSMDX | HAGAX | |
|---|---|---|
| YTD Return | 8.62% | 4.35% |
| 1Y Return | 19.34% | 14.01% |
| 3Y Return (Ann) | -1.03% | -2.88% |
| 5Y Return (Ann) | 7.60% | 8.60% |
| 10Y Return (Ann) | 10.73% | 10.00% |
| Sharpe Ratio | 0.83 | 0.75 |
| Daily Std Dev | 21.29% | 16.70% |
| Max Drawdown | -52.67% | -58.41% |
| Current Drawdown | -8.79% | -12.48% |
Correlation
The correlation between WSMDX and HAGAX is 0.93, 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
WSMDX vs. HAGAX - Performance Comparison
In the year-to-date period, WSMDX achieves a 8.62% return, which is significantly higher than HAGAX's 4.35% return. Over the past 10 years, WSMDX has outperformed HAGAX with an annualized return of 10.73%, while HAGAX has yielded a comparatively lower 10.00% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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WSMDX vs. HAGAX - Expense Ratio Comparison
WSMDX has a 1.10% expense ratio, which is higher than HAGAX's 1.03% expense ratio.
Risk-Adjusted Performance
WSMDX vs. HAGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair Small-Mid Cap Growth Fund (WSMDX) and Carillon Eagle Mid Cap Growth Fund (HAGAX). 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
WSMDX vs. HAGAX - Dividend Comparison
WSMDX's dividend yield for the trailing twelve months is around 7.27%, less than HAGAX's 11.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSMDX William Blair Small-Mid Cap Growth Fund | 7.27% | 7.89% | 3.34% | 9.30% | 1.66% | 7.13% | 8.88% | 5.33% | 2.64% | 5.31% | 8.50% | 6.59% |
HAGAX Carillon Eagle Mid Cap Growth Fund | 11.25% | 11.74% | 1.41% | 10.82% | 2.26% | 2.19% | 5.95% | 2.69% | 0.00% | 1.67% | 10.30% | 4.59% |
Drawdowns
WSMDX vs. HAGAX - Drawdown Comparison
The maximum WSMDX drawdown since its inception was -52.67%, smaller than the maximum HAGAX drawdown of -58.41%. Use the drawdown chart below to compare losses from any high point for WSMDX and HAGAX. For additional features, visit the drawdowns tool.
Volatility
WSMDX vs. HAGAX - Volatility Comparison
William Blair Small-Mid Cap Growth Fund (WSMDX) and Carillon Eagle Mid Cap Growth Fund (HAGAX) have volatilities of 5.01% and 5.23%, 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.