NWXHX vs. VSMAX
Compare and contrast key facts about Nationwide Amundi Strategic Income Fund (NWXHX) and Vanguard Small-Cap Index Fund Admiral Shares (VSMAX).
NWXHX is managed by Nationwide. It was launched on Nov 1, 2015. VSMAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NWXHX or VSMAX.
Correlation
The correlation between NWXHX and VSMAX is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
NWXHX vs. VSMAX - Performance Comparison
Key characteristics
NWXHX:
8.42
VSMAX:
1.18
NWXHX:
19.16
VSMAX:
1.71
NWXHX:
5.95
VSMAX:
1.21
NWXHX:
31.89
VSMAX:
2.31
NWXHX:
214.00
VSMAX:
5.27
NWXHX:
0.04%
VSMAX:
3.72%
NWXHX:
1.14%
VSMAX:
16.51%
NWXHX:
-22.96%
VSMAX:
-59.68%
NWXHX:
0.00%
VSMAX:
-4.71%
Returns By Period
In the year-to-date period, NWXHX achieves a 1.10% return, which is significantly lower than VSMAX's 3.20% return.
NWXHX
1.10%
0.70%
4.48%
9.37%
3.90%
N/A
VSMAX
3.20%
0.85%
10.31%
15.27%
9.47%
9.13%
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NWXHX vs. VSMAX - Expense Ratio Comparison
NWXHX has a 0.61% expense ratio, which is higher than VSMAX's 0.05% expense ratio.
Risk-Adjusted Performance
NWXHX vs. VSMAX — Risk-Adjusted Performance Rank
NWXHX
VSMAX
NWXHX vs. VSMAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Amundi Strategic Income Fund (NWXHX) and Vanguard Small-Cap Index Fund Admiral Shares (VSMAX). 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
NWXHX vs. VSMAX - Dividend Comparison
NWXHX's dividend yield for the trailing twelve months is around 5.03%, more than VSMAX's 1.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWXHX Nationwide Amundi Strategic Income Fund | 5.03% | 5.09% | 4.58% | 5.41% | 4.19% | 4.90% | 3.94% | 4.60% | 4.83% | 5.47% | 0.47% | 0.00% |
VSMAX Vanguard Small-Cap Index Fund Admiral Shares | 1.26% | 1.30% | 1.55% | 1.54% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.49% | 1.48% | 1.43% |
Drawdowns
NWXHX vs. VSMAX - Drawdown Comparison
The maximum NWXHX drawdown since its inception was -22.96%, smaller than the maximum VSMAX drawdown of -59.68%. Use the drawdown chart below to compare losses from any high point for NWXHX and VSMAX. For additional features, visit the drawdowns tool.
Volatility
NWXHX vs. VSMAX - Volatility Comparison
The current volatility for Nationwide Amundi Strategic Income Fund (NWXHX) is 0.36%, while Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) has a volatility of 3.72%. This indicates that NWXHX experiences smaller price fluctuations and is considered to be less risky than VSMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.