LOMAX vs. GRISX
Compare and contrast key facts about Edgar Lomax Value Fund (LOMAX) and Nationwide S&P 500 Index Fund (GRISX).
LOMAX is managed by Edgar Lomax. It was launched on Dec 12, 1997. GRISX is a passively managed fund by Nationwide that tracks the performance of the S&P 500 Index. It was launched on Nov 2, 1998.
Performance
LOMAX vs. GRISX - Performance Comparison
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LOMAX vs. GRISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LOMAX Edgar Lomax Value Fund | 6.83% | 18.09% | 10.29% | 5.19% | -0.46% | 25.80% | -5.77% | 23.27% | -3.31% | 19.52% |
GRISX Nationwide S&P 500 Index Fund | -4.41% | 17.41% | 24.13% | 25.55% | -18.49% | 28.32% | 17.92% | 30.94% | -3.84% | 21.35% |
Returns By Period
In the year-to-date period, LOMAX achieves a 6.83% return, which is significantly higher than GRISX's -4.41% return. Over the past 10 years, LOMAX has underperformed GRISX with an annualized return of 10.63%, while GRISX has yielded a comparatively higher 13.69% annualized return.
LOMAX
- 1D
- 1.24%
- 1M
- -2.88%
- YTD
- 6.83%
- 6M
- 11.96%
- 1Y
- 19.57%
- 3Y*
- 14.48%
- 5Y*
- 10.37%
- 10Y*
- 10.63%
GRISX
- 1D
- 2.95%
- 1M
- -5.03%
- YTD
- -4.41%
- 6M
- -2.28%
- 1Y
- 16.97%
- 3Y*
- 17.65%
- 5Y*
- 11.26%
- 10Y*
- 13.69%
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LOMAX vs. GRISX - Expense Ratio Comparison
LOMAX has a 0.70% expense ratio, which is higher than GRISX's 0.44% expense ratio.
Return for Risk
LOMAX vs. GRISX — Risk / Return Rank
LOMAX
GRISX
LOMAX vs. GRISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Edgar Lomax Value Fund (LOMAX) and Nationwide S&P 500 Index Fund (GRISX). 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.
| LOMAX | GRISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 0.96 | +0.46 |
Sortino ratioReturn per unit of downside risk | 1.98 | 1.47 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.22 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.96 | 1.49 | +0.47 |
Martin ratioReturn relative to average drawdown | 8.08 | 7.12 | +0.95 |
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
| LOMAX | GRISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 0.96 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.67 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.76 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.40 | -0.01 |
Correlation
The correlation between LOMAX and GRISX is 0.85, 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
LOMAX vs. GRISX - Dividend Comparison
LOMAX's dividend yield for the trailing twelve months is around 5.93%, more than GRISX's 5.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LOMAX Edgar Lomax Value Fund | 5.93% | 6.34% | 6.27% | 4.66% | 7.73% | 5.11% | 12.52% | 2.16% | 15.97% | 8.80% | 2.68% | 15.54% |
GRISX Nationwide S&P 500 Index Fund | 5.35% | 5.08% | 2.62% | 0.79% | 1.67% | 4.96% | 1.27% | 6.26% | 18.54% | 6.66% | 7.42% | 11.98% |
Drawdowns
LOMAX vs. GRISX - Drawdown Comparison
The maximum LOMAX drawdown since its inception was -57.82%, roughly equal to the maximum GRISX drawdown of -55.53%. Use the drawdown chart below to compare losses from any high point for LOMAX and GRISX.
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Drawdown Indicators
| LOMAX | GRISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.82% | -55.53% | -2.29% |
Max Drawdown (1Y)Largest decline over 1 year | -9.98% | -12.11% | +2.13% |
Max Drawdown (5Y)Largest decline over 5 years | -17.50% | -24.75% | +7.25% |
Max Drawdown (10Y)Largest decline over 10 years | -37.81% | -33.85% | -3.96% |
Current DrawdownCurrent decline from peak | -2.88% | -6.27% | +3.39% |
Average DrawdownAverage peak-to-trough decline | -9.45% | -10.92% | +1.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 2.53% | -0.02% |
Volatility
LOMAX vs. GRISX - Volatility Comparison
The current volatility for Edgar Lomax Value Fund (LOMAX) is 2.88%, while Nationwide S&P 500 Index Fund (GRISX) has a volatility of 5.34%. This indicates that LOMAX experiences smaller price fluctuations and is considered to be less risky than GRISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LOMAX | GRISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.88% | 5.34% | -2.46% |
Volatility (6M)Calculated over the trailing 6-month period | 7.24% | 9.54% | -2.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.48% | 18.31% | -4.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.24% | 16.95% | -3.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.50% | 18.06% | -1.56% |