NSBRX vs. TBGVX
Compare and contrast key facts about Nuveen Dividend Growth Fund (NSBRX) and Tweedy, Browne International Value Fund (TBGVX).
NSBRX is managed by Nuveen. It was launched on Mar 28, 2006. TBGVX is managed by Tweedy, Browne. It was launched on Jun 14, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NSBRX or TBGVX.
Correlation
The correlation between NSBRX and TBGVX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
NSBRX vs. TBGVX - Performance Comparison
Key characteristics
NSBRX:
0.27
TBGVX:
-0.23
NSBRX:
0.48
TBGVX:
-0.19
NSBRX:
1.07
TBGVX:
0.97
NSBRX:
0.24
TBGVX:
-0.20
NSBRX:
0.79
TBGVX:
-0.50
NSBRX:
5.68%
TBGVX:
6.66%
NSBRX:
16.40%
TBGVX:
14.89%
NSBRX:
-45.42%
TBGVX:
-60.59%
NSBRX:
-12.08%
TBGVX:
-9.05%
Returns By Period
In the year-to-date period, NSBRX achieves a -4.05% return, which is significantly lower than TBGVX's 6.81% return. Over the past 10 years, NSBRX has outperformed TBGVX with an annualized return of 6.53%, while TBGVX has yielded a comparatively lower 1.19% annualized return.
NSBRX
-4.05%
-2.76%
-9.91%
4.16%
10.02%
6.53%
TBGVX
6.81%
-2.15%
-4.36%
-2.95%
5.16%
1.19%
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NSBRX vs. TBGVX - Expense Ratio Comparison
NSBRX has a 0.67% expense ratio, which is lower than TBGVX's 1.40% expense ratio.
Risk-Adjusted Performance
NSBRX vs. TBGVX — Risk-Adjusted Performance Rank
NSBRX
TBGVX
NSBRX vs. TBGVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Dividend Growth Fund (NSBRX) and Tweedy, Browne International Value Fund (TBGVX). 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
NSBRX vs. TBGVX - Dividend Comparison
NSBRX's dividend yield for the trailing twelve months is around 1.23%, less than TBGVX's 1.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSBRX Nuveen Dividend Growth Fund | 1.23% | 1.16% | 1.33% | 1.41% | 1.31% | 1.44% | 1.77% | 2.06% | 1.58% | 1.75% | 1.89% | 1.67% |
TBGVX Tweedy, Browne International Value Fund | 1.80% | 1.92% | 1.69% | 1.56% | 1.41% | 0.94% | 1.59% | 1.57% | 1.10% | 1.17% | 0.86% | 1.27% |
Drawdowns
NSBRX vs. TBGVX - Drawdown Comparison
The maximum NSBRX drawdown since its inception was -45.42%, smaller than the maximum TBGVX drawdown of -60.59%. Use the drawdown chart below to compare losses from any high point for NSBRX and TBGVX. For additional features, visit the drawdowns tool.
Volatility
NSBRX vs. TBGVX - Volatility Comparison
Nuveen Dividend Growth Fund (NSBRX) has a higher volatility of 11.72% compared to Tweedy, Browne International Value Fund (TBGVX) at 8.75%. This indicates that NSBRX's price experiences larger fluctuations and is considered to be riskier than TBGVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.