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Analysis and predictions NWHGX vs WCMJX
NWHGX vs WCMJX Comparison
Open Charts NWHGX vs WCMJX
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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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).
| NWHGX | WCMJX | NWHGX / WCMJX | |
| Total Expense Ratio | 0.97 | 1.10 | 88% |
| Annual Report Gross Expense Ratio | 0.97 | 1.51 | 64% |
| Fund Existence | 10 years | 4 years | - |
| Gain YTD | 2.763 | 13.516 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.8M | 130M | 70% |
| Annual Yield % from dividends | 1.32 | 0.00 | - |
| Returns for 1 year | -4.96 | 6.38 | -78% |
| Returns for 3 years | 23.27 | 14.56 | 160% |
| Returns for 5 years | 18.13 | N/A | - |
| Returns for 10 years | -3.16 | N/A | - |
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