NWJCX vs. PRCOX
Compare and contrast key facts about Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) and T. Rowe Price U.S. Equity Research Fund (PRCOX).
NWJCX is managed by Nationwide. It was launched on Jun 9, 1996. PRCOX is managed by T. Rowe Price. It was launched on Nov 30, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NWJCX or PRCOX.
Correlation
The correlation between NWJCX and PRCOX is 0.91, 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
NWJCX vs. PRCOX - Performance Comparison
Key characteristics
NWJCX:
-0.20
PRCOX:
2.21
NWJCX:
-0.05
PRCOX:
2.92
NWJCX:
0.99
PRCOX:
1.41
NWJCX:
-0.23
PRCOX:
3.21
NWJCX:
-1.51
PRCOX:
14.25
NWJCX:
4.00%
PRCOX:
2.00%
NWJCX:
29.89%
PRCOX:
12.91%
NWJCX:
-32.00%
PRCOX:
-58.69%
NWJCX:
-26.13%
PRCOX:
-3.12%
Returns By Period
In the year-to-date period, NWJCX achieves a -7.77% return, which is significantly lower than PRCOX's 26.62% return. Both investments have delivered pretty close results over the past 10 years, with NWJCX having a 11.19% annualized return and PRCOX not far behind at 10.69%.
NWJCX
-7.77%
-22.75%
-21.86%
-7.53%
8.47%
11.19%
PRCOX
26.62%
-0.00%
8.17%
27.17%
14.68%
10.69%
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NWJCX vs. PRCOX - Expense Ratio Comparison
NWJCX has a 0.65% expense ratio, which is higher than PRCOX's 0.42% expense ratio.
Risk-Adjusted Performance
NWJCX vs. PRCOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) and T. Rowe Price U.S. Equity Research Fund (PRCOX). 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. PRCOX - Dividend Comparison
NWJCX's dividend yield for the trailing twelve months is around 0.33%, while PRCOX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWJCX Nationwide NYSE Arca Tech 100 Index Fund | 0.33% | 0.47% | 0.88% | 0.27% | 0.55% | 0.65% | 0.42% | 0.48% | 0.74% | 0.64% | 0.60% | 0.23% |
PRCOX T. Rowe Price U.S. Equity Research Fund | 0.00% | 1.17% | 0.88% | 0.69% | 0.87% | 0.55% | 1.23% | 1.07% | 1.24% | 1.64% | 1.12% | 0.92% |
Drawdowns
NWJCX vs. PRCOX - Drawdown Comparison
The maximum NWJCX drawdown since its inception was -32.00%, smaller than the maximum PRCOX drawdown of -58.69%. Use the drawdown chart below to compare losses from any high point for NWJCX and PRCOX. For additional features, visit the drawdowns tool.
Volatility
NWJCX vs. PRCOX - Volatility Comparison
Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) has a higher volatility of 27.65% compared to T. Rowe Price U.S. Equity Research Fund (PRCOX) at 4.10%. This indicates that NWJCX's price experiences larger fluctuations and is considered to be riskier than PRCOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.