Interact to see
Advertisement
Advertisement
NWHGX vs WCMJX
NWHGX vs WCMJX Comparison
Open Charts NWHGX vs WCMJX
Nationwide Bailard Cogntv Val R6
Price$15.41
Change+$0.09 (+0.59%)
VolumeN/A
Net Assets103.49M
WCM SMID Quality Val Fd Investor
Price$11.52
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets62.67M
NWHGX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NWHGX vs. WCMJX commentary
Jul 15, 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: 103M vs. WCMJX (62.7M). NWHGX pays higher dividends than WCMJX: NWHGX (1.66) 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 : -4.33 vs. WCMJX (-14.70). NWHGX return over 5 years is better than : 70.87 vs. WCMJX (32.76).
| 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 | 0.131 | -1.952 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 62.7M | 164% |
| Annual Yield % from dividends | 1.66 | 0.00 | - |
| Returns for 1 year | -4.33 | -14.70 | 29% |
| Returns for 3 years | 16.77 | 14.70 | 114% |
| Returns for 5 years | 70.87 | 32.76 | 216% |
| Returns for 10 years | 37.12 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers