NQCRX vs. VEIRX
Compare and contrast key facts about Nuveen Large Cap Value Fund (NQCRX) and Vanguard Equity Income Fund Admiral Shares (VEIRX).
NQCRX is managed by Nuveen. It was launched on Dec 15, 2006. VEIRX is managed by Vanguard. It was launched on Aug 13, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NQCRX or VEIRX.
Correlation
The correlation between NQCRX and VEIRX is 0.91, 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
NQCRX vs. VEIRX - Performance Comparison
Key characteristics
NQCRX:
1.30
VEIRX:
0.88
NQCRX:
1.74
VEIRX:
1.10
NQCRX:
1.25
VEIRX:
1.20
NQCRX:
0.21
VEIRX:
0.98
NQCRX:
4.63
VEIRX:
3.01
NQCRX:
3.56%
VEIRX:
4.01%
NQCRX:
12.68%
VEIRX:
13.72%
NQCRX:
-86.65%
VEIRX:
-56.75%
NQCRX:
-73.59%
VEIRX:
-6.63%
Returns By Period
In the year-to-date period, NQCRX achieves a 4.29% return, which is significantly lower than VEIRX's 4.87% return. Over the past 10 years, NQCRX has underperformed VEIRX with an annualized return of -6.91%, while VEIRX has yielded a comparatively higher 6.31% annualized return.
NQCRX
4.29%
-0.58%
3.75%
15.46%
3.49%
-6.91%
VEIRX
4.87%
1.07%
-0.16%
10.60%
5.90%
6.31%
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NQCRX vs. VEIRX - Expense Ratio Comparison
NQCRX has a 0.74% expense ratio, which is higher than VEIRX's 0.19% expense ratio.
Risk-Adjusted Performance
NQCRX vs. VEIRX — Risk-Adjusted Performance Rank
NQCRX
VEIRX
NQCRX vs. VEIRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Large Cap Value Fund (NQCRX) and Vanguard Equity Income Fund Admiral Shares (VEIRX). 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
NQCRX vs. VEIRX - Dividend Comparison
NQCRX's dividend yield for the trailing twelve months is around 2.05%, less than VEIRX's 2.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NQCRX Nuveen Large Cap Value Fund | 2.05% | 2.14% | 1.78% | 0.93% | 1.07% | 4.00% | 2.02% | 1.05% | 2.34% | 1.60% | 2.46% | 3.55% |
VEIRX Vanguard Equity Income Fund Admiral Shares | 2.77% | 2.91% | 3.03% | 3.03% | 2.49% | 2.70% | 2.71% | 3.25% | 2.54% | 2.83% | 3.05% | 2.78% |
Drawdowns
NQCRX vs. VEIRX - Drawdown Comparison
The maximum NQCRX drawdown since its inception was -86.65%, which is greater than VEIRX's maximum drawdown of -56.75%. Use the drawdown chart below to compare losses from any high point for NQCRX and VEIRX. For additional features, visit the drawdowns tool.
Volatility
NQCRX vs. VEIRX - Volatility Comparison
Nuveen Large Cap Value Fund (NQCRX) has a higher volatility of 3.00% compared to Vanguard Equity Income Fund Admiral Shares (VEIRX) at 2.40%. This indicates that NQCRX's price experiences larger fluctuations and is considered to be riskier than VEIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.