GQRPX vs. NWWOX
Compare and contrast key facts about GQG Partners Global Quality Equity Fund (GQRPX) and Virtus Vontobel Global Opportunities Fund (NWWOX).
GQRPX is managed by GQG Partners. It was launched on Mar 28, 2019. NWWOX is managed by Virtus. It was launched on May 12, 1960.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GQRPX or NWWOX.
Key characteristics
| GQRPX | NWWOX |
|---|
Correlation
The correlation between GQRPX and NWWOX is 0.74, 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
GQRPX vs. NWWOX - Performance Comparison
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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GQRPX vs. NWWOX - Expense Ratio Comparison
GQRPX has a 0.97% expense ratio, which is lower than NWWOX's 1.37% expense ratio.
Risk-Adjusted Performance
GQRPX vs. NWWOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for GQG Partners Global Quality Equity Fund (GQRPX) and Virtus Vontobel Global Opportunities Fund (NWWOX). 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
GQRPX vs. NWWOX - Dividend Comparison
GQRPX's dividend yield for the trailing twelve months is around 0.99%, while NWWOX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GQRPX GQG Partners Global Quality Equity Fund | 0.99% | 1.22% | 2.82% | 1.53% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NWWOX Virtus Vontobel Global Opportunities Fund | 4.00% | 1.81% | 10.84% | 19.97% | 2.08% | 1.96% | 11.89% | 5.55% | 0.90% | 0.23% | 0.58% | 0.54% |
Drawdowns
GQRPX vs. NWWOX - Drawdown Comparison
Volatility
GQRPX vs. NWWOX - Volatility Comparison
GQG Partners Global Quality Equity Fund (GQRPX) has a higher volatility of 2.97% compared to Virtus Vontobel Global Opportunities Fund (NWWOX) at 0.00%. This indicates that GQRPX's price experiences larger fluctuations and is considered to be riskier than NWWOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.