NICSX vs. PRWAX

In the year-to-date period, NICSX achieves a 15.73% return, which is significantly lower than PRWAX's 27.87% return. Over the past 10 years, NICSX has underperformed PRWAX with an annualized return of 4.12%, while PRWAX has yielded a comparatively higher 5.39% annualized return.

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NICSX has a 0.71% expense ratio, which is lower than PRWAX's 0.76% expense ratio.

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.

The current NICSX Sharpe Ratio is 1.42, which is comparable to the PRWAX Sharpe Ratio of 1.95. The chart below compares the historical Sharpe Ratios of NICSX and PRWAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NICSX's dividend yield for the trailing twelve months is around 0.33%, more than PRWAX's 0.16% yield.

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.

Nicholas Fund (NICSX) and T. Rowe Price All-Cap Opportunities Fund (PRWAX) have volatilities of 4.05% and 3.95%, 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.