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NWHGX vs WCMFX
NWHGX vs WCMFX Comparison
Open Charts NWHGX vs WCMFX
Nationwide Bailard Cogntv Val R6
Price$14.08
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets95.1M
WCM SMID Quality Val Fd Institutional
Price$11.08
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets61.52M
NWHGX vs WCMFX Comparison Chart
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NWHGX vs. WCMFX commentary
May 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NWHGX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NWHGX has more cash in the bank: 95.1M vs. WCMFX (61.5M). NWHGX pays higher dividends than WCMFX: NWHGX (1.98) vs WCMFX (0.00). NWHGX was incepted earlier than WCMFX: NWHGX (12 years) vs WCMFX (6 years). WCMFX (1.27) is less costly to investors than NWHGX (0.93). NWHGX is a more actively managed with annual turnover of: 278.84 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than NWHGX: WCMFX (100000) vs NWHGX (1000000). NWHGX annual gain was more profitable for investors over the last year : -11.10 vs. WCMFX (-16.44). NWHGX return over 5 years is better than : 73.02 vs. WCMFX (41.69).
| NWHGX | WCMFX | NWHGX / WCMFX | |
| Total Expense Ratio | 0.93 | 0.85 | 109% |
| Annual Report Gross Expense Ratio | 0.93 | 1.27 | 73% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -7.974 | -7.513 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.1M | 61.5M | 155% |
| Annual Yield % from dividends | 1.98 | 0.00 | - |
| Returns for 1 year | -11.10 | -16.44 | 68% |
| Returns for 3 years | 3.69 | 10.91 | 34% |
| Returns for 5 years | 73.02 | 41.69 | 175% |
| Returns for 10 years | 26.65 | N/A | - |
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