FISGX vs. NVLIX
Compare and contrast key facts about Nuveen Mid Cap Growth Opportunities Fund (FISGX) and Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX).
FISGX is managed by Nuveen. It was launched on Dec 28, 1989. NVLIX is managed by Nuveen. It was launched on May 15, 2009.
Performance
FISGX vs. NVLIX - Performance Comparison
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FISGX vs. NVLIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FISGX Nuveen Mid Cap Growth Opportunities Fund | -1.09% | 7.83% | 13.65% | 20.26% | -30.11% | 5.01% | 46.58% | 66.58% | -9.33% | 24.98% |
NVLIX Nuveen Winslow Large-Cap Growth ESG Fund Class I | -11.60% | 12.76% | 29.48% | 43.60% | -31.31% | 27.62% | 37.97% | 33.54% | 3.02% | 33.09% |
Returns By Period
In the year-to-date period, FISGX achieves a -1.09% return, which is significantly higher than NVLIX's -11.60% return. Over the past 10 years, FISGX has underperformed NVLIX with an annualized return of 12.11%, while NVLIX has yielded a comparatively higher 15.48% annualized return.
FISGX
- 1D
- 4.20%
- 1M
- -6.88%
- YTD
- -1.09%
- 6M
- 1.26%
- 1Y
- 20.30%
- 3Y*
- 10.00%
- 5Y*
- 1.33%
- 10Y*
- 12.11%
NVLIX
- 1D
- 3.68%
- 1M
- -6.71%
- YTD
- -11.60%
- 6M
- -11.36%
- 1Y
- 9.95%
- 3Y*
- 18.20%
- 5Y*
- 9.66%
- 10Y*
- 15.48%
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FISGX vs. NVLIX - Expense Ratio Comparison
FISGX has a 0.92% expense ratio, which is higher than NVLIX's 0.83% expense ratio.
Return for Risk
FISGX vs. NVLIX — Risk / Return Rank
FISGX
NVLIX
FISGX vs. NVLIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Mid Cap Growth Opportunities Fund (FISGX) and Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX). 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.
| FISGX | NVLIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 0.47 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.41 | 0.84 | +0.57 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.12 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 0.39 | +0.95 |
Martin ratioReturn relative to average drawdown | 5.16 | 1.29 | +3.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FISGX | NVLIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 0.47 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.43 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.71 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.74 | -0.25 |
Correlation
The correlation between FISGX and NVLIX is 0.89, 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.
Dividends
FISGX vs. NVLIX - Dividend Comparison
FISGX's dividend yield for the trailing twelve months is around 8.44%, less than NVLIX's 25.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FISGX Nuveen Mid Cap Growth Opportunities Fund | 8.44% | 8.35% | 0.00% | 0.00% | 0.00% | 23.94% | 9.97% | 38.61% | 19.12% | 17.17% | 4.01% | 7.82% |
NVLIX Nuveen Winslow Large-Cap Growth ESG Fund Class I | 25.40% | 22.45% | 14.35% | 5.39% | 8.93% | 9.51% | 5.47% | 8.69% | 18.81% | 18.70% | 17.11% | 15.18% |
Drawdowns
FISGX vs. NVLIX - Drawdown Comparison
The maximum FISGX drawdown since its inception was -57.51%, which is greater than NVLIX's maximum drawdown of -39.57%. Use the drawdown chart below to compare losses from any high point for FISGX and NVLIX.
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Drawdown Indicators
| FISGX | NVLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.51% | -39.57% | -17.94% |
Max Drawdown (1Y)Largest decline over 1 year | -13.30% | -19.01% | +5.71% |
Max Drawdown (5Y)Largest decline over 5 years | -43.30% | -39.57% | -3.73% |
Max Drawdown (10Y)Largest decline over 10 years | -43.30% | -39.57% | -3.73% |
Current DrawdownCurrent decline from peak | -7.90% | -16.03% | +8.13% |
Average DrawdownAverage peak-to-trough decline | -9.89% | -6.20% | -3.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.45% | 5.80% | -2.35% |
Volatility
FISGX vs. NVLIX - Volatility Comparison
Nuveen Mid Cap Growth Opportunities Fund (FISGX) has a higher volatility of 8.56% compared to Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) at 6.85%. This indicates that FISGX's price experiences larger fluctuations and is considered to be riskier than NVLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FISGX | NVLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.56% | 6.85% | +1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 15.00% | 12.64% | +2.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.73% | 22.89% | +0.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.36% | 22.40% | +0.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.89% | 21.99% | +1.90% |