GABBX vs. NANC
Compare and contrast key facts about Gabelli Dividend Growth Fund (GABBX) and Subversive Unusual Whales Democratic ETF (NANC).
GABBX is managed by Gabelli. It was launched on Aug 26, 1999. NANC is an actively managed fund by Subversive. It was launched on Feb 7, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GABBX or NANC.
Correlation
The correlation between GABBX and NANC is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
GABBX vs. NANC - Performance Comparison
Key characteristics
GABBX:
0.15
NANC:
1.78
GABBX:
0.27
NANC:
2.39
GABBX:
1.05
NANC:
1.32
GABBX:
0.13
NANC:
2.51
GABBX:
0.43
NANC:
9.78
GABBX:
5.49%
NANC:
2.84%
GABBX:
16.05%
NANC:
15.56%
GABBX:
-60.85%
NANC:
-11.06%
GABBX:
-13.81%
NANC:
0.00%
Returns By Period
In the year-to-date period, GABBX achieves a 4.32% return, which is significantly lower than NANC's 6.08% return.
GABBX
4.32%
2.68%
-3.87%
0.85%
1.14%
-0.75%
NANC
6.08%
4.67%
12.90%
25.77%
N/A
N/A
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GABBX vs. NANC - Expense Ratio Comparison
GABBX has a 2.00% expense ratio, which is higher than NANC's 0.75% expense ratio.
Risk-Adjusted Performance
GABBX vs. NANC — Risk-Adjusted Performance Rank
GABBX
NANC
GABBX vs. NANC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Gabelli Dividend Growth Fund (GABBX) and Subversive Unusual Whales Democratic ETF (NANC). 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
GABBX vs. NANC - Dividend Comparison
GABBX's dividend yield for the trailing twelve months is around 0.18%, less than NANC's 0.19% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
GABBX Gabelli Dividend Growth Fund | 0.18% | 0.18% | 0.14% | 0.00% | 0.07% | 0.01% | 0.38% | 0.02% | 0.55% | 0.42% | 0.37% | 1.42% |
NANC Subversive Unusual Whales Democratic ETF | 0.19% | 0.20% | 0.94% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
GABBX vs. NANC - Drawdown Comparison
The maximum GABBX drawdown since its inception was -60.85%, which is greater than NANC's maximum drawdown of -11.06%. Use the drawdown chart below to compare losses from any high point for GABBX and NANC. For additional features, visit the drawdowns tool.
Volatility
GABBX vs. NANC - Volatility Comparison
The current volatility for Gabelli Dividend Growth Fund (GABBX) is 2.03%, while Subversive Unusual Whales Democratic ETF (NANC) has a volatility of 4.00%. This indicates that GABBX experiences smaller price fluctuations and is considered to be less risky than NANC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.