MUIFX vs. VITPX
Compare and contrast key facts about Nationwide Fund (MUIFX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX).
MUIFX is managed by Nationwide. It was launched on May 11, 1933. VITPX is managed by Vanguard. It was launched on May 31, 2001.
Performance
MUIFX vs. VITPX - Performance Comparison
Loading graphics...
MUIFX vs. VITPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MUIFX Nationwide Fund | -5.87% | 14.21% | 21.61% | 25.72% | -19.09% | 25.37% | 22.59% | 30.95% | -6.06% | 19.79% |
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | -3.97% | 17.17% | 25.43% | 26.01% | -19.48% | 25.76% | 20.95% | 30.87% | -5.59% | 20.51% |
Returns By Period
In the year-to-date period, MUIFX achieves a -5.87% return, which is significantly lower than VITPX's -3.97% return. Over the past 10 years, MUIFX has underperformed VITPX with an annualized return of 12.80%, while VITPX has yielded a comparatively higher 13.67% annualized return.
MUIFX
- 1D
- 3.05%
- 1M
- -4.94%
- YTD
- -5.87%
- 6M
- -4.36%
- 1Y
- 12.70%
- 3Y*
- 15.24%
- 5Y*
- 9.39%
- 10Y*
- 12.80%
VITPX
- 1D
- 2.97%
- 1M
- -5.09%
- YTD
- -3.97%
- 6M
- -1.95%
- 1Y
- 17.76%
- 3Y*
- 18.40%
- 5Y*
- 10.81%
- 10Y*
- 13.67%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MUIFX vs. VITPX - Expense Ratio Comparison
MUIFX has a 0.65% expense ratio, which is higher than VITPX's 0.02% expense ratio.
Return for Risk
MUIFX vs. VITPX — Risk / Return Rank
MUIFX
VITPX
MUIFX vs. VITPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Fund (MUIFX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX). 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.
| MUIFX | VITPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 0.98 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.50 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 1.51 | -0.34 |
Martin ratioReturn relative to average drawdown | 4.84 | 7.25 | -2.42 |
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
| MUIFX | VITPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 0.98 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.63 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.75 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.47 | +0.05 |
Correlation
The correlation between MUIFX and VITPX is 0.98, 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
MUIFX vs. VITPX - Dividend Comparison
MUIFX's dividend yield for the trailing twelve months is around 28.06%, more than VITPX's 2.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUIFX Nationwide Fund | 28.06% | 26.23% | 11.10% | 3.28% | 4.19% | 14.53% | 3.15% | 2.94% | 27.39% | 9.55% | 4.40% | 3.85% |
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | 2.61% | 2.64% | 4.14% | 2.41% | 6.48% | 5.38% | 11.57% | 2.91% | 3.93% | 1.90% | 2.80% | 2.30% |
Drawdowns
MUIFX vs. VITPX - Drawdown Comparison
The maximum MUIFX drawdown since its inception was -58.31%, which is greater than VITPX's maximum drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for MUIFX and VITPX.
Loading graphics...
Drawdown Indicators
| MUIFX | VITPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.31% | -55.28% | -3.03% |
Max Drawdown (1Y)Largest decline over 1 year | -11.68% | -12.41% | +0.73% |
Max Drawdown (5Y)Largest decline over 5 years | -25.44% | -25.31% | -0.13% |
Max Drawdown (10Y)Largest decline over 10 years | -34.37% | -34.99% | +0.62% |
Current DrawdownCurrent decline from peak | -7.54% | -6.21% | -1.33% |
Average DrawdownAverage peak-to-trough decline | -9.22% | -8.07% | -1.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 2.59% | +0.23% |
Volatility
MUIFX vs. VITPX - Volatility Comparison
Nationwide Fund (MUIFX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) have volatilities of 5.59% and 5.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MUIFX | VITPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.59% | 5.49% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 9.36% | 9.79% | -0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.04% | 18.61% | -0.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.41% | 17.37% | +0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.28% | 18.40% | -0.12% |