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NWHGX vs WCMJX
NWHGX vs WCMJX Comparison
Open Charts NWHGX vs WCMJX
Nationwide Bailard Cogntv Val R6
Price$14.08
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets95.1M
WCM SMID Quality Val Fd Investor
Price$10.88
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets61.52M
NWHGX vs WCMJX Comparison Chart
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NWHGX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NWHGX has more cash in the bank: 95.1M vs. WCMJX (61.5M). NWHGX pays higher dividends than WCMJX: NWHGX (1.98) vs WCMJX (0.00). NWHGX was incepted earlier than WCMJX: NWHGX (12 years) vs WCMJX (6 years). WCMJX (1.52) 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 : -11.10 vs. WCMJX (-16.82). NWHGX return over 5 years is better than : 73.02 vs. WCMJX (39.31).
| NWHGX | WCMJX | NWHGX / WCMJX | |
| Total Expense Ratio | 0.93 | 1.10 | 85% |
| Annual Report Gross Expense Ratio | 0.93 | 1.52 | 61% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -7.974 | -7.640 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -16.82 | 66% |
| Returns for 3 years | 3.69 | 9.79 | 38% |
| Returns for 5 years | 73.02 | 39.31 | 186% |
| Returns for 10 years | 26.65 | N/A | - |
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