NICSX vs. PRWAX
Compare and contrast key facts about Nicholas Fund (NICSX) and T. Rowe Price All-Cap Opportunities Fund (PRWAX).
NICSX is managed by Nicholas. It was launched on Jul 14, 1969. PRWAX is managed by T. Rowe Price. It was launched on Sep 30, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NICSX or PRWAX.
Correlation
The correlation between NICSX and PRWAX is 0.87, 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
NICSX vs. PRWAX - Performance Comparison
Key characteristics
NICSX:
-0.35
PRWAX:
-0.23
NICSX:
-0.38
PRWAX:
-0.18
NICSX:
0.95
PRWAX:
0.97
NICSX:
-0.30
PRWAX:
-0.18
NICSX:
-1.06
PRWAX:
-0.60
NICSX:
6.12%
PRWAX:
7.94%
NICSX:
18.21%
PRWAX:
20.36%
NICSX:
-63.53%
PRWAX:
-70.45%
NICSX:
-17.15%
PRWAX:
-21.63%
Returns By Period
The year-to-date returns for both stocks are quite close, with NICSX having a -8.83% return and PRWAX slightly lower at -9.06%. Over the past 10 years, NICSX has underperformed PRWAX with an annualized return of 2.07%, while PRWAX has yielded a comparatively higher 3.99% annualized return.
NICSX
-8.83%
-5.67%
-12.61%
-4.91%
6.95%
2.07%
PRWAX
-9.06%
-5.59%
-16.37%
-2.35%
4.94%
3.99%
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NICSX vs. PRWAX - Expense Ratio Comparison
NICSX has a 0.71% expense ratio, which is lower than PRWAX's 0.76% expense ratio.
Risk-Adjusted Performance
NICSX vs. PRWAX — Risk-Adjusted Performance Rank
NICSX
PRWAX
NICSX vs. PRWAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nicholas Fund (NICSX) and T. Rowe Price All-Cap Opportunities Fund (PRWAX). 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
NICSX vs. PRWAX - Dividend Comparison
NICSX's dividend yield for the trailing twelve months is around 0.33%, more than PRWAX's 0.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NICSX Nicholas Fund | 0.33% | 0.30% | 0.37% | 0.27% | 0.23% | 0.44% | 0.59% | 0.69% | 0.66% | 0.72% | 0.63% | 0.30% |
PRWAX T. Rowe Price All-Cap Opportunities Fund | 0.07% | 0.07% | 0.20% | 0.00% | 0.00% | 0.03% | 0.40% | 0.23% | 0.17% | 0.05% | 0.00% | 0.00% |
Drawdowns
NICSX vs. PRWAX - Drawdown Comparison
The maximum NICSX drawdown since its inception was -63.53%, smaller than the maximum PRWAX drawdown of -70.45%. Use the drawdown chart below to compare losses from any high point for NICSX and PRWAX. For additional features, visit the drawdowns tool.
Volatility
NICSX vs. PRWAX - Volatility Comparison
Nicholas Fund (NICSX) and T. Rowe Price All-Cap Opportunities Fund (PRWAX) have volatilities of 12.14% and 12.59%, 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.