Correlation
The correlation between NWSAX and VSCIX is 0.77, 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.
NWSAX vs. VSCIX
Compare and contrast key facts about Nationwide Small Company Growth Fund (NWSAX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX).
NWSAX is managed by Nationwide. It was launched on Jan 3, 2012. VSCIX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NWSAX or VSCIX.
Performance
NWSAX vs. VSCIX - Performance Comparison
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Key characteristics
NWSAX:
0.07
VSCIX:
0.28
NWSAX:
0.18
VSCIX:
0.44
NWSAX:
1.02
VSCIX:
1.06
NWSAX:
0.00
VSCIX:
0.17
NWSAX:
0.00
VSCIX:
0.53
NWSAX:
10.93%
VSCIX:
8.31%
NWSAX:
25.16%
VSCIX:
22.84%
NWSAX:
-48.98%
VSCIX:
-59.66%
NWSAX:
-38.24%
VSCIX:
-11.68%
Returns By Period
In the year-to-date period, NWSAX achieves a -11.73% return, which is significantly lower than VSCIX's -4.34% return. Over the past 10 years, NWSAX has underperformed VSCIX with an annualized return of 6.58%, while VSCIX has yielded a comparatively higher 8.05% annualized return.
NWSAX
-11.73%
6.47%
-15.20%
1.84%
0.19%
-1.71%
6.58%
VSCIX
-4.34%
5.54%
-11.13%
6.32%
6.72%
11.56%
8.05%
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NWSAX vs. VSCIX - Expense Ratio Comparison
NWSAX has a 1.35% expense ratio, which is higher than VSCIX's 0.04% expense ratio.
Risk-Adjusted Performance
NWSAX vs. VSCIX — Risk-Adjusted Performance Rank
NWSAX
VSCIX
NWSAX vs. VSCIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Small Company Growth Fund (NWSAX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX). 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.
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Dividends
NWSAX vs. VSCIX - Dividend Comparison
NWSAX's dividend yield for the trailing twelve months is around 9.08%, more than VSCIX's 1.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWSAX Nationwide Small Company Growth Fund | 9.08% | 8.02% | 11.42% | 9.91% | 13.98% | 11.52% | 10.15% | 5.84% | 3.28% | 3.36% | 2.46% | 34.96% |
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | 1.48% | 1.31% | 1.56% | 1.55% | 1.25% | 1.15% | 1.40% | 1.68% | 1.36% | 1.50% | 1.49% | 1.44% |
Drawdowns
NWSAX vs. VSCIX - Drawdown Comparison
The maximum NWSAX drawdown since its inception was -48.98%, smaller than the maximum VSCIX drawdown of -59.66%. Use the drawdown chart below to compare losses from any high point for NWSAX and VSCIX.
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Volatility
NWSAX vs. VSCIX - Volatility Comparison
Nationwide Small Company Growth Fund (NWSAX) has a higher volatility of 6.83% compared to Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) at 6.19%. This indicates that NWSAX's price experiences larger fluctuations and is considered to be riskier than VSCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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