Correlation
The correlation between FFEIX and VDIGX is 0.83, 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.
FFEIX vs. VDIGX
Compare and contrast key facts about Nuveen Dividend Value Fund (FFEIX) and Vanguard Dividend Growth Fund (VDIGX).
FFEIX is managed by Nuveen. It was launched on Dec 18, 1992. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFEIX or VDIGX.
Performance
FFEIX vs. VDIGX - Performance Comparison
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Key characteristics
FFEIX:
0.30
VDIGX:
0.54
FFEIX:
0.46
VDIGX:
0.82
FFEIX:
1.06
VDIGX:
1.11
FFEIX:
0.23
VDIGX:
0.50
FFEIX:
0.77
VDIGX:
1.68
FFEIX:
5.22%
VDIGX:
4.27%
FFEIX:
16.10%
VDIGX:
14.55%
FFEIX:
-51.48%
VDIGX:
-45.23%
FFEIX:
-6.31%
VDIGX:
-3.75%
Returns By Period
In the year-to-date period, FFEIX achieves a 0.41% return, which is significantly lower than VDIGX's 2.12% return. Over the past 10 years, FFEIX has underperformed VDIGX with an annualized return of 7.61%, while VDIGX has yielded a comparatively higher 10.53% annualized return.
FFEIX
0.41%
4.08%
-6.03%
3.60%
7.16%
11.60%
7.61%
VDIGX
2.12%
4.04%
-2.60%
6.56%
6.75%
11.24%
10.53%
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FFEIX vs. VDIGX - Expense Ratio Comparison
FFEIX has a 0.96% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Risk-Adjusted Performance
FFEIX vs. VDIGX — Risk-Adjusted Performance Rank
FFEIX
VDIGX
FFEIX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Dividend Value Fund (FFEIX) and Vanguard Dividend Growth Fund (VDIGX). 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.
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Dividends
FFEIX vs. VDIGX - Dividend Comparison
FFEIX's dividend yield for the trailing twelve months is around 10.68%, less than VDIGX's 13.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFEIX Nuveen Dividend Value Fund | 10.68% | 10.69% | 5.21% | 9.21% | 9.28% | 1.59% | 7.34% | 10.85% | 13.03% | 16.86% | 10.51% | 9.30% |
VDIGX Vanguard Dividend Growth Fund | 13.33% | 11.96% | 2.29% | 6.05% | 5.45% | 2.82% | 4.70% | 8.84% | 5.16% | 2.86% | 5.69% | 3.41% |
Drawdowns
FFEIX vs. VDIGX - Drawdown Comparison
The maximum FFEIX drawdown since its inception was -51.48%, which is greater than VDIGX's maximum drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for FFEIX and VDIGX.
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Volatility
FFEIX vs. VDIGX - Volatility Comparison
Nuveen Dividend Value Fund (FFEIX) and Vanguard Dividend Growth Fund (VDIGX) have volatilities of 4.31% and 4.22%, 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.
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