JAMFX vs. NWJCX
Compare and contrast key facts about Jacob Internet Fund (JAMFX) and Nationwide NYSE Arca Tech 100 Index Fund (NWJCX).
JAMFX is managed by Jacob. It was launched on Dec 12, 1999. NWJCX is managed by Nationwide. It was launched on Jun 9, 1996.
Performance
JAMFX vs. NWJCX - Performance Comparison
Loading graphics...
JAMFX vs. NWJCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JAMFX Jacob Internet Fund | -29.10% | 13.17% | 14.31% | 34.64% | -59.54% | 12.88% | 122.48% | 21.70% | 1.98% | 24.07% |
NWJCX Nationwide NYSE Arca Tech 100 Index Fund | -2.18% | 19.96% | 18.77% | 41.70% | -21.56% | 25.46% | 24.25% | 33.67% | 0.51% | 31.31% |
Returns By Period
In the year-to-date period, JAMFX achieves a -29.10% return, which is significantly lower than NWJCX's -2.18% return. Over the past 10 years, JAMFX has underperformed NWJCX with an annualized return of 8.74%, while NWJCX has yielded a comparatively higher 17.04% annualized return.
JAMFX
- 1D
- -0.43%
- 1M
- -8.68%
- YTD
- -29.10%
- 6M
- -37.60%
- 1Y
- -13.62%
- 3Y*
- 3.80%
- 5Y*
- -15.26%
- 10Y*
- 8.74%
NWJCX
- 1D
- -1.78%
- 1M
- -8.81%
- YTD
- -2.18%
- 6M
- -0.54%
- 1Y
- 24.17%
- 3Y*
- 21.03%
- 5Y*
- 12.73%
- 10Y*
- 17.04%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JAMFX vs. NWJCX - Expense Ratio Comparison
JAMFX has a 2.02% expense ratio, which is higher than NWJCX's 0.65% expense ratio.
Return for Risk
JAMFX vs. NWJCX — Risk / Return Rank
JAMFX
NWJCX
JAMFX vs. NWJCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Jacob Internet Fund (JAMFX) and Nationwide NYSE Arca Tech 100 Index Fund (NWJCX). 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.
| JAMFX | NWJCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.44 | 1.09 | -1.53 |
Sortino ratioReturn per unit of downside risk | -0.43 | 1.63 | -2.05 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.23 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | -0.44 | 1.70 | -2.14 |
Martin ratioReturn relative to average drawdown | -1.10 | 6.92 | -8.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JAMFX | NWJCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.44 | 1.09 | -1.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.41 | 0.60 | -1.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.80 | -0.54 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.75 | -0.74 |
Correlation
The correlation between JAMFX and NWJCX is 0.76, 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
JAMFX vs. NWJCX - Dividend Comparison
JAMFX's dividend yield for the trailing twelve months is around 3.47%, less than NWJCX's 4.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAMFX Jacob Internet Fund | 3.47% | 2.46% | 0.00% | 0.00% | 0.00% | 3.07% | 13.77% | 12.76% | 8.77% | 12.56% | 4.94% | 12.97% |
NWJCX Nationwide NYSE Arca Tech 100 Index Fund | 4.41% | 4.27% | 31.15% | 11.59% | 17.83% | 8.74% | 5.04% | 1.98% | 2.59% | 3.94% | 0.74% | 0.64% |
Drawdowns
JAMFX vs. NWJCX - Drawdown Comparison
The maximum JAMFX drawdown since its inception was -96.46%, which is greater than NWJCX's maximum drawdown of -31.31%. Use the drawdown chart below to compare losses from any high point for JAMFX and NWJCX.
Loading graphics...
Drawdown Indicators
| JAMFX | NWJCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.46% | -31.31% | -65.15% |
Max Drawdown (1Y)Largest decline over 1 year | -40.57% | -12.75% | -27.82% |
Max Drawdown (5Y)Largest decline over 5 years | -70.01% | -31.31% | -38.70% |
Max Drawdown (10Y)Largest decline over 10 years | -70.50% | -31.31% | -39.19% |
Current DrawdownCurrent decline from peak | -60.48% | -10.18% | -50.30% |
Average DrawdownAverage peak-to-trough decline | -64.06% | -5.17% | -58.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.22% | 3.12% | +13.10% |
Volatility
JAMFX vs. NWJCX - Volatility Comparison
Jacob Internet Fund (JAMFX) has a higher volatility of 9.30% compared to Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) at 6.71%. This indicates that JAMFX's price experiences larger fluctuations and is considered to be riskier than NWJCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JAMFX | NWJCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.30% | 6.71% | +2.59% |
Volatility (6M)Calculated over the trailing 6-month period | 22.55% | 13.81% | +8.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.29% | 22.50% | +11.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.78% | 21.38% | +16.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.03% | 21.34% | +11.69% |