NWJCX vs. FSPGX
Compare and contrast key facts about Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) and Fidelity Large Cap Growth Index Fund (FSPGX).
NWJCX is managed by Nationwide. It was launched on Jun 9, 1996. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NWJCX or FSPGX.
Performance
NWJCX vs. FSPGX - Performance Comparison
Returns By Period
In the year-to-date period, NWJCX achieves a 19.39% return, which is significantly lower than FSPGX's 30.24% return.
NWJCX
19.39%
-0.72%
6.00%
28.22%
15.05%
14.33%
FSPGX
30.24%
2.24%
14.41%
36.48%
19.52%
N/A
Key characteristics
| NWJCX | FSPGX | |
|---|---|---|
| Sharpe Ratio | 1.56 | 2.14 |
| Sortino Ratio | 2.15 | 2.80 |
| Omega Ratio | 1.28 | 1.39 |
| Calmar Ratio | 2.74 | 2.74 |
| Martin Ratio | 8.65 | 10.75 |
| Ulcer Index | 3.21% | 3.35% |
| Daily Std Dev | 17.75% | 16.81% |
| Max Drawdown | -32.00% | -32.66% |
| Current Drawdown | -3.76% | -1.49% |
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NWJCX vs. FSPGX - Expense Ratio Comparison
NWJCX has a 0.65% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Correlation
The correlation between NWJCX and FSPGX is 0.93, 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.
Risk-Adjusted Performance
NWJCX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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
NWJCX vs. FSPGX - Dividend Comparison
NWJCX's dividend yield for the trailing twelve months is around 0.38%, less than FSPGX's 0.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWJCX Nationwide NYSE Arca Tech 100 Index Fund | 0.38% | 0.47% | 0.88% | 0.27% | 0.55% | 0.65% | 0.42% | 0.48% | 0.74% | 0.64% | 0.60% | 0.23% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.43% | 0.73% | 0.86% | 0.54% | 0.74% | 0.99% | 1.14% | 0.99% | 0.30% | 0.00% | 0.00% | 0.00% |
Drawdowns
NWJCX vs. FSPGX - Drawdown Comparison
The maximum NWJCX drawdown since its inception was -32.00%, roughly equal to the maximum FSPGX drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for NWJCX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
NWJCX vs. FSPGX - Volatility Comparison
The current volatility for Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) is 4.72%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.58%. This indicates that NWJCX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.