NWAUX vs. DREVX
Compare and contrast key facts about Nationwide GQG US Quality Equity Fund (NWAUX) and BNY Mellon Large Cap Securities Fund (DREVX).
NWAUX is managed by Nationwide. It was launched on Jan 24, 2021. DREVX is managed by BNY Mellon. It was launched on May 24, 1951.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NWAUX or DREVX.
Correlation
The correlation between NWAUX and DREVX is 0.83, 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
NWAUX vs. DREVX - Performance Comparison
Key characteristics
NWAUX:
0.40
DREVX:
0.83
NWAUX:
0.62
DREVX:
1.13
NWAUX:
1.10
DREVX:
1.17
NWAUX:
0.46
DREVX:
1.18
NWAUX:
1.25
DREVX:
3.19
NWAUX:
6.61%
DREVX:
4.27%
NWAUX:
20.52%
DREVX:
16.48%
NWAUX:
-21.07%
DREVX:
-62.70%
NWAUX:
-8.22%
DREVX:
-6.89%
Returns By Period
In the year-to-date period, NWAUX achieves a 11.20% return, which is significantly higher than DREVX's 5.04% return.
NWAUX
11.20%
8.82%
-0.61%
10.94%
N/A
N/A
DREVX
5.04%
1.21%
1.83%
14.95%
9.43%
6.03%
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NWAUX vs. DREVX - Expense Ratio Comparison
NWAUX has a 0.74% expense ratio, which is higher than DREVX's 0.70% expense ratio.
Risk-Adjusted Performance
NWAUX vs. DREVX — Risk-Adjusted Performance Rank
NWAUX
DREVX
NWAUX vs. DREVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide GQG US Quality Equity Fund (NWAUX) and BNY Mellon Large Cap Securities Fund (DREVX). 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
NWAUX vs. DREVX - Dividend Comparison
NWAUX's dividend yield for the trailing twelve months is around 0.64%, more than DREVX's 0.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWAUX Nationwide GQG US Quality Equity Fund | 0.64% | 0.71% | 0.41% | 1.93% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DREVX BNY Mellon Large Cap Securities Fund | 0.23% | 0.24% | 0.37% | 0.44% | 0.32% | 0.61% | 1.19% | 1.10% | 0.88% | 1.06% | 0.83% | 0.64% |
Drawdowns
NWAUX vs. DREVX - Drawdown Comparison
The maximum NWAUX drawdown since its inception was -21.07%, smaller than the maximum DREVX drawdown of -62.70%. Use the drawdown chart below to compare losses from any high point for NWAUX and DREVX. For additional features, visit the drawdowns tool.
Volatility
NWAUX vs. DREVX - Volatility Comparison
The current volatility for Nationwide GQG US Quality Equity Fund (NWAUX) is 3.40%, while BNY Mellon Large Cap Securities Fund (DREVX) has a volatility of 4.57%. This indicates that NWAUX experiences smaller price fluctuations and is considered to be less risky than DREVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.