NMAVX vs. OAKMX
Compare and contrast key facts about Nuance Mid Cap Value Fund (NMAVX) and Oakmark Fund Investor Class (OAKMX).
NMAVX is managed by Nuance Investments. It was launched on Dec 31, 2013. OAKMX is managed by Oakmark. It was launched on Aug 5, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NMAVX or OAKMX.
Correlation
The correlation between NMAVX and OAKMX is 0.81, 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
NMAVX vs. OAKMX - Performance Comparison
Key characteristics
NMAVX:
0.37
OAKMX:
1.63
NMAVX:
0.54
OAKMX:
2.35
NMAVX:
1.08
OAKMX:
1.29
NMAVX:
0.24
OAKMX:
2.92
NMAVX:
1.12
OAKMX:
7.03
NMAVX:
4.62%
OAKMX:
2.94%
NMAVX:
14.17%
OAKMX:
12.69%
NMAVX:
-33.02%
OAKMX:
-61.02%
NMAVX:
-17.46%
OAKMX:
-1.55%
Returns By Period
In the year-to-date period, NMAVX achieves a 0.08% return, which is significantly lower than OAKMX's 4.66% return. Over the past 10 years, NMAVX has underperformed OAKMX with an annualized return of 2.78%, while OAKMX has yielded a comparatively higher 9.74% annualized return.
NMAVX
0.08%
-0.88%
-5.43%
3.61%
-0.90%
2.78%
OAKMX
4.66%
1.24%
8.79%
18.35%
15.24%
9.74%
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NMAVX vs. OAKMX - Expense Ratio Comparison
NMAVX has a 1.22% expense ratio, which is higher than OAKMX's 0.91% expense ratio.
Risk-Adjusted Performance
NMAVX vs. OAKMX — Risk-Adjusted Performance Rank
NMAVX
OAKMX
NMAVX vs. OAKMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuance Mid Cap Value Fund (NMAVX) and Oakmark Fund Investor Class (OAKMX). 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
NMAVX vs. OAKMX - Dividend Comparison
NMAVX's dividend yield for the trailing twelve months is around 1.95%, more than OAKMX's 1.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NMAVX Nuance Mid Cap Value Fund | 1.95% | 1.95% | 1.79% | 0.61% | 0.54% | 0.62% | 0.97% | 0.90% | 0.49% | 0.50% | 0.82% | 0.99% |
OAKMX Oakmark Fund Investor Class | 1.07% | 1.12% | 1.02% | 0.92% | 0.52% | 0.17% | 0.81% | 0.73% | 0.47% | 1.06% | 0.95% | 0.64% |
Drawdowns
NMAVX vs. OAKMX - Drawdown Comparison
The maximum NMAVX drawdown since its inception was -33.02%, smaller than the maximum OAKMX drawdown of -61.02%. Use the drawdown chart below to compare losses from any high point for NMAVX and OAKMX. For additional features, visit the drawdowns tool.
Volatility
NMAVX vs. OAKMX - Volatility Comparison
Nuance Mid Cap Value Fund (NMAVX) has a higher volatility of 3.87% compared to Oakmark Fund Investor Class (OAKMX) at 2.76%. This indicates that NMAVX's price experiences larger fluctuations and is considered to be riskier than OAKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.