NSIDX vs. PEXMX
Compare and contrast key facts about Northern Small Cap Index Fund (NSIDX) and T. Rowe Price Extended Equity Market Index Fund (PEXMX).
NSIDX is managed by Northern Funds. It was launched on Sep 3, 1999. PEXMX is managed by T. Rowe Price. It was launched on Jan 30, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NSIDX or PEXMX.
Correlation
The correlation between NSIDX and PEXMX is 0.96, 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
NSIDX vs. PEXMX - Performance Comparison
Key characteristics
NSIDX:
0.61
PEXMX:
0.90
NSIDX:
0.98
PEXMX:
1.30
NSIDX:
1.12
PEXMX:
1.17
NSIDX:
0.43
PEXMX:
0.52
NSIDX:
2.34
PEXMX:
3.28
NSIDX:
5.53%
PEXMX:
5.15%
NSIDX:
21.14%
PEXMX:
18.67%
NSIDX:
-70.31%
PEXMX:
-59.79%
NSIDX:
-21.17%
PEXMX:
-20.96%
Returns By Period
In the year-to-date period, NSIDX achieves a 2.66% return, which is significantly lower than PEXMX's 5.16% return. Over the past 10 years, NSIDX has underperformed PEXMX with an annualized return of 2.65%, while PEXMX has yielded a comparatively higher 3.95% annualized return.
NSIDX
2.66%
4.54%
6.09%
9.62%
2.48%
2.65%
PEXMX
5.16%
3.89%
12.80%
13.98%
3.48%
3.95%
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NSIDX vs. PEXMX - Expense Ratio Comparison
NSIDX has a 0.10% expense ratio, which is lower than PEXMX's 0.23% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
NSIDX vs. PEXMX — Risk-Adjusted Performance Rank
NSIDX
PEXMX
NSIDX vs. PEXMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Northern Small Cap Index Fund (NSIDX) and T. Rowe Price Extended Equity Market Index Fund (PEXMX). 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
NSIDX vs. PEXMX - Dividend Comparison
NSIDX's dividend yield for the trailing twelve months is around 1.53%, more than PEXMX's 1.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSIDX Northern Small Cap Index Fund | 1.53% | 1.57% | 1.58% | 1.24% | 0.83% | 0.97% | 1.09% | 1.36% | 1.07% | 1.07% | 1.27% | 1.11% |
PEXMX T. Rowe Price Extended Equity Market Index Fund | 1.05% | 1.11% | 1.05% | 1.32% | 0.75% | 0.65% | 1.06% | 1.29% | 1.13% | 1.15% | 0.95% | 1.08% |
Drawdowns
NSIDX vs. PEXMX - Drawdown Comparison
The maximum NSIDX drawdown since its inception was -70.31%, which is greater than PEXMX's maximum drawdown of -59.79%. Use the drawdown chart below to compare losses from any high point for NSIDX and PEXMX. For additional features, visit the drawdowns tool.
Volatility
NSIDX vs. PEXMX - Volatility Comparison
Northern Small Cap Index Fund (NSIDX) has a higher volatility of 5.01% compared to T. Rowe Price Extended Equity Market Index Fund (PEXMX) at 4.33%. This indicates that NSIDX's price experiences larger fluctuations and is considered to be riskier than PEXMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.