DEMCX vs. DEMIX
DEMCX (Nomura Emerging Markets Fund Class C) and DEMIX (Delaware Emerging Markets Fund) are both Emerging Markets Equities funds. Over the past 10 years, DEMCX returned 16.80%/yr vs 18.00%/yr for DEMIX. Their 1.00 correlation means they have historically moved very closely together. DEMCX charges 2.17%/yr vs 1.26%/yr for DEMIX.
Performance
DEMCX vs. DEMIX - Performance Comparison
Loading charts...
Returns By Period
The year-to-date returns for both investments are quite close, with DEMCX having a 67.60% return and DEMIX slightly higher at 68.59%. Over the past 10 years, DEMCX has underperformed DEMIX with an annualized return of 16.80%, while DEMIX has yielded a comparatively higher 18.00% annualized return.
DEMCX
- 1D
- 8.32%
- 1M
- -18.28%
- 6M
- 33.85%
- YTD
- 67.60%
- 1Y
- 153.43%
- 3Y*
- 49.76%
- 5Y*
- 21.94%
- 10Y*
- 16.80%
- ALL TIME*
- 9.70%
DEMIX
- 1D
- 8.34%
- 1M
- -18.22%
- 6M
- 34.53%
- YTD
- 68.59%
- 1Y
- 156.06%
- 3Y*
- 51.27%
- 5Y*
- 23.17%
- 10Y*
- 18.00%
- ALL TIME*
- 10.80%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
DEMCX vs. DEMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DEMCX Nomura Emerging Markets Fund Class C | 67.60% | 84.86% | 5.47% | 16.47% | -29.38% | -3.05% | 24.55% | 23.16% | -17.94% | 40.59% |
DEMIX Delaware Emerging Markets Fund | 68.59% | 86.79% | 6.52% | 17.59% | -28.66% | -2.08% | 26.09% | 24.33% | -17.10% | 41.98% |
Correlation
The correlation between DEMCX and DEMIX is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 1.00 |
Correlation (3Y) Balances recent behavior with more history. | 1.00 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 1.00 |
Correlation (10Y) Provides a long-term view across more market conditions. | 1.00 |
Correlation (All Time) Calculated using the full available price history since Jun 10, 1996 | 1.00 |
The correlation between DEMCX and DEMIX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
DEMCX vs. DEMIX — Risk / Return Rank
DEMCX
DEMIX
DEMCX vs. DEMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nomura Emerging Markets Fund Class C (DEMCX) and Delaware Emerging Markets Fund (DEMIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DEMCX | DEMIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.43 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.98 | 4.06 | -0.08 |
| Martin ratioReturn relative to average drawdown | 16.56 | 16.90 | -0.34 |
Loading charts...
Drawdowns
DEMCX vs. DEMIX - Drawdown Comparison
The maximum DEMCX drawdown since its inception was -63.54%, roughly equal to the maximum DEMIX drawdown of -63.15%. Use the drawdown chart below to compare losses from any high point for DEMCX and DEMIX.
Loading charts...
Drawdown Indicators
| DEMCX | DEMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.54% | -63.15% | -0.39% |
Max Drawdown (1Y)Largest decline over 1 year | -36.58% | -36.51% | -0.07% |
Max Drawdown (3Y)Largest decline over 3 years | -36.58% | -36.51% | -0.07% |
Max Drawdown (5Y)Largest decline over 5 years | -38.96% | -38.47% | -0.49% |
Max Drawdown (10Y)Largest decline over 10 years | -47.21% | -46.29% | -0.92% |
Current DrawdownCurrent decline from peak | -31.31% | -31.22% | -0.09% |
Average DrawdownAverage peak-to-trough decline | -19.59% | -18.43% | -1.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.76% | 8.73% | +0.03% |
Volatility
DEMCX vs. DEMIX - Volatility Comparison
Nomura Emerging Markets Fund Class C (DEMCX) and Delaware Emerging Markets Fund (DEMIX) have volatilities of 25.07% and 25.06%, 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.
Loading charts...
Volatility by Period
| DEMCX | DEMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 25.07% | 25.06% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 49.53% | 49.51% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 52.91% | 52.91% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.11% | 30.10% | +0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.79% | 25.79% | 0.00% |
DEMCX vs. DEMIX - Expense Ratio Comparison
DEMCX has a 2.17% expense ratio, which is higher than DEMIX's 1.26% expense ratio.
Dividends
DEMCX vs. DEMIX - Dividend Comparison
DEMCX's dividend yield for the trailing twelve months is around 12.22%, more than DEMIX's 11.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DEMCX Nomura Emerging Markets Fund Class C | 12.22% | 20.47% | 1.09% | 2.03% | 0.69% | 2.58% | 0.61% | 0.00% | 0.00% | 1.03% | 0.08% | 0.00% |
DEMIX Delaware Emerging Markets Fund | 11.25% | 18.97% | 1.99% | 2.95% | 1.89% | 3.42% | 0.87% | 0.80% | 0.65% | 1.80% | 0.94% | 0.30% |
Frequently Asked Questions
With a correlation of 1.00, DEMCX and DEMIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
DEMCX has higher volatility (25.07%) compared to DEMIX (25.06%). In terms of maximum drawdown, DEMCX dropped -63.54% vs DEMIX's -63.15%.
DEMIX currently has the higher Sharpe Ratio (2.80 vs 2.75), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for DEMCX and DEMIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer