NFDIX vs. VBAIX
Compare and contrast key facts about Newfound Risk Managed U.S. Growth Fund (NFDIX) and Vanguard Balanced Index Fund Institutional Shares (VBAIX).
NFDIX is managed by Newfound. It was launched on Jun 1, 2015. VBAIX is managed by Vanguard. It was launched on Dec 1, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NFDIX or VBAIX.
Correlation
The correlation between NFDIX and VBAIX 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.
Performance
NFDIX vs. VBAIX - Performance Comparison
Key characteristics
Returns By Period
NFDIX
N/A
N/A
N/A
N/A
N/A
N/A
VBAIX
3.03%
1.65%
3.16%
12.11%
6.18%
7.30%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NFDIX vs. VBAIX - Expense Ratio Comparison
NFDIX has a 1.27% expense ratio, which is higher than VBAIX's 0.06% expense ratio.
Risk-Adjusted Performance
NFDIX vs. VBAIX — Risk-Adjusted Performance Rank
NFDIX
VBAIX
NFDIX vs. VBAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Newfound Risk Managed U.S. Growth Fund (NFDIX) and Vanguard Balanced Index Fund Institutional Shares (VBAIX). 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
NFDIX vs. VBAIX - Dividend Comparison
NFDIX has not paid dividends to shareholders, while VBAIX's dividend yield for the trailing twelve months is around 2.08%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NFDIX Newfound Risk Managed U.S. Growth Fund | 0.00% | 0.00% | 0.04% | 0.00% | 2.80% | 0.72% | 0.88% | 6.84% | 0.78% | 2.05% | 0.21% | 0.00% |
VBAIX Vanguard Balanced Index Fund Institutional Shares | 2.08% | 2.15% | 2.05% | 1.94% | 1.39% | 1.66% | 2.13% | 2.32% | 1.96% | 2.10% | 2.10% | 1.93% |
Drawdowns
NFDIX vs. VBAIX - Drawdown Comparison
Volatility
NFDIX vs. VBAIX - Volatility Comparison
The current volatility for Newfound Risk Managed U.S. Growth Fund (NFDIX) is 0.00%, while Vanguard Balanced Index Fund Institutional Shares (VBAIX) has a volatility of 2.09%. This indicates that NFDIX experiences smaller price fluctuations and is considered to be less risky than VBAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.