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NWHGX vs WCMJX
NWHGX vs WCMJX Comparison
Open Charts NWHGX vs WCMJX
Nationwide Bailard Cogntv Val R6
Price$16.25
Change-$0.08 (-0.49%)
VolumeN/A
Net Assets110.42M
WCM SMID Quality Val Fd Investor
Price$11.52
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets60.68M
NWHGX vs WCMJX Comparison Chart in %
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NWHGX vs. WCMJX commentary
Sep 17, 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 Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NWHGX has more cash in the bank: 110M vs. WCMJX (60.7M). NWHGX pays higher dividends than WCMJX: NWHGX (1.55) vs WCMJX (0.00). NWHGX was incepted earlier than WCMJX: NWHGX (12 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than NWHGX (0.93). NWHGX is a more actively managed with annual turnover of: 278.84 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than NWHGX: WCMJX (1000) vs NWHGX (1000000). NWHGX annual gain was more profitable for investors over the last year : -1.95 vs. WCMJX (-15.65). NWHGX return over 5 years is better than : 73.91 vs. WCMJX (34.23).
| NWHGX | WCMJX | NWHGX / WCMJX | |
| Total Expense Ratio | 0.93 | 1.15 | 81% |
| Annual Report Gross Expense Ratio | 0.93 | 1.70 | 55% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 6.732 | -2.122 | -317% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 60.7M | 181% |
| Annual Yield % from dividends | 1.55 | 0.00 | - |
| Returns for 1 year | -1.95 | -15.65 | 12% |
| Returns for 3 years | 22.34 | 17.77 | 126% |
| Returns for 5 years | 73.91 | 34.23 | 216% |
| Returns for 10 years | 57.11 | N/A | - |
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