NSBRX vs. VIGIX
Compare and contrast key facts about Nuveen Dividend Growth Fund (NSBRX) and Vanguard Growth Index Fund Institutional Shares (VIGIX).
NSBRX is managed by Nuveen. It was launched on Mar 28, 2006. VIGIX is managed by Vanguard. It was launched on May 14, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NSBRX or VIGIX.
Correlation
The correlation between NSBRX and VIGIX 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
NSBRX vs. VIGIX - Performance Comparison
Key characteristics
NSBRX:
1.20
VIGIX:
1.58
NSBRX:
1.54
VIGIX:
2.11
NSBRX:
1.23
VIGIX:
1.29
NSBRX:
1.43
VIGIX:
2.18
NSBRX:
4.28
VIGIX:
8.25
NSBRX:
3.16%
VIGIX:
3.42%
NSBRX:
11.31%
VIGIX:
17.90%
NSBRX:
-45.42%
VIGIX:
-57.17%
NSBRX:
-5.21%
VIGIX:
-0.01%
Returns By Period
In the year-to-date period, NSBRX achieves a 3.44% return, which is significantly lower than VIGIX's 4.18% return. Over the past 10 years, NSBRX has underperformed VIGIX with an annualized return of 7.29%, while VIGIX has yielded a comparatively higher 15.73% annualized return.
NSBRX
3.44%
2.21%
0.43%
12.88%
8.07%
7.29%
VIGIX
4.18%
2.81%
13.58%
28.90%
17.18%
15.73%
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NSBRX vs. VIGIX - Expense Ratio Comparison
NSBRX has a 0.67% expense ratio, which is higher than VIGIX's 0.04% expense ratio.
Risk-Adjusted Performance
NSBRX vs. VIGIX — Risk-Adjusted Performance Rank
NSBRX
VIGIX
NSBRX vs. VIGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Dividend Growth Fund (NSBRX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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. VIGIX - Dividend Comparison
NSBRX's dividend yield for the trailing twelve months is around 1.12%, more than VIGIX's 0.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSBRX Nuveen Dividend Growth Fund | 1.12% | 1.16% | 1.33% | 1.41% | 1.31% | 1.44% | 1.77% | 2.06% | 1.58% | 1.75% | 1.89% | 1.67% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.45% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% | 1.22% |
Drawdowns
NSBRX vs. VIGIX - Drawdown Comparison
The maximum NSBRX drawdown since its inception was -45.42%, smaller than the maximum VIGIX drawdown of -57.17%. Use the drawdown chart below to compare losses from any high point for NSBRX and VIGIX. For additional features, visit the drawdowns tool.
Volatility
NSBRX vs. VIGIX - Volatility Comparison
The current volatility for Nuveen Dividend Growth Fund (NSBRX) is 2.62%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 5.00%. This indicates that NSBRX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.