NEFRX vs. WCPNX
Compare and contrast key facts about Loomis Sayles Core Plus Bond Fund (NEFRX) and Weitz Core Plus Income Fund (WCPNX).
NEFRX is managed by Natixis Funds. It was launched on Nov 7, 1973. WCPNX is managed by Weitz. It was launched on Jul 31, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NEFRX or WCPNX.
Correlation
The correlation between NEFRX and WCPNX is 0.86, 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
NEFRX vs. WCPNX - Performance Comparison
Key characteristics
NEFRX:
1.01
WCPNX:
1.44
NEFRX:
1.47
WCPNX:
2.18
NEFRX:
1.18
WCPNX:
1.26
NEFRX:
0.39
WCPNX:
1.22
NEFRX:
2.37
WCPNX:
4.28
NEFRX:
2.34%
WCPNX:
1.68%
NEFRX:
5.50%
WCPNX:
4.98%
NEFRX:
-20.25%
WCPNX:
-13.87%
NEFRX:
-7.33%
WCPNX:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with NEFRX having a 3.68% return and WCPNX slightly lower at 3.53%. Over the past 10 years, NEFRX has underperformed WCPNX with an annualized return of 1.58%, while WCPNX has yielded a comparatively higher 2.82% annualized return.
NEFRX
3.68%
1.22%
0.97%
5.83%
0.01%
1.58%
WCPNX
3.53%
1.33%
1.92%
7.52%
3.34%
2.82%
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NEFRX vs. WCPNX - Expense Ratio Comparison
NEFRX has a 0.71% expense ratio, which is lower than WCPNX's 0.89% expense ratio.
Risk-Adjusted Performance
NEFRX vs. WCPNX — Risk-Adjusted Performance Rank
NEFRX
WCPNX
NEFRX vs. WCPNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Core Plus Bond Fund (NEFRX) and Weitz Core Plus Income Fund (WCPNX). 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
NEFRX vs. WCPNX - Dividend Comparison
NEFRX's dividend yield for the trailing twelve months is around 3.87%, less than WCPNX's 5.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEFRX Loomis Sayles Core Plus Bond Fund | 3.87% | 3.92% | 3.59% | 3.09% | 2.14% | 2.04% | 2.52% | 2.88% | 2.68% | 3.18% | 2.59% | 3.26% |
WCPNX Weitz Core Plus Income Fund | 5.00% | 5.70% | 5.73% | 2.93% | 2.23% | 3.31% | 2.72% | 2.55% | 2.11% | 2.43% | 1.78% | 0.58% |
Drawdowns
NEFRX vs. WCPNX - Drawdown Comparison
The maximum NEFRX drawdown since its inception was -20.25%, which is greater than WCPNX's maximum drawdown of -13.87%. Use the drawdown chart below to compare losses from any high point for NEFRX and WCPNX. For additional features, visit the drawdowns tool.
Volatility
NEFRX vs. WCPNX - Volatility Comparison
The current volatility for Loomis Sayles Core Plus Bond Fund (NEFRX) is 1.19%, while Weitz Core Plus Income Fund (WCPNX) has a volatility of 1.28%. This indicates that NEFRX experiences smaller price fluctuations and is considered to be less risky than WCPNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.