NWHGX
Price
$14.18
Change
+$0.03 (+0.21%)
Updated
Nov 30, 6:59 PM EST
WCMJX
Price
$11.17
Change
-$0.00 (-0.00%)
Updated
Nov 30, 6:59 PM EST
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Analysis and predictions NWHGX vs WCMJX

Header iconNWHGX vs WCMJX Comparison
Open Charts NWHGX vs WCMJXBanner chart's image
Nationwide Bailard Cogntv Val R6
Price$14.18
Change+$0.03 (+0.21%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$11.17
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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NWHGX vs WCMJX Comparison Chart

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VS
NWHGX vs. WCMJX commentary
Dec 01, 2023

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 Buy.

FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 130M vs. NWHGX (90.8M). NWHGX pays higher dividends than WCMJX: NWHGX (1.32) vs WCMJX (0.00). NWHGX was incepted earlier than WCMJX: NWHGX (10 years) vs WCMJX (4 years). WCMJX (1.51) is less costly to investors than NWHGX (0.97). NWHGX is a more actively managed with annual turnover of: 283.03 vs. WCMJX (53.00). WCMJX has a lower initial minimum investment than NWHGX: WCMJX (1000) vs NWHGX (1000000). WCMJX annual gain was more profitable for investors over the last year : 6.38 vs. NWHGX (-4.96).
NWHGXWCMJXNWHGX / WCMJX
Total Expense Ratio0.971.1088%
Annual Report Gross Expense Ratio0.971.5164%
Fund Existence10 years4 years-
Gain YTD2.76313.51620%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets90.8M130M70%
Annual Yield % from dividends1.320.00-
Returns for 1 year-4.966.38-78%
Returns for 3 years23.2714.56160%
Returns for 5 years18.13N/A-
Returns for 10 years-3.16N/A-
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