Nationwide WCM Focused Small Cap Fund (NWGSX) Alternatives
Nationwide WCM Focused Small Cap Fund (NWGSX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NWGSX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to NWGSX
NWGSX charges 0.89% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among NWGSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | NWGSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | NWGSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | NWGSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | NWGSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | NWGSX vs VSMAX |
Best Risk-Adjusted Alternatives to NWGSX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | NWGSX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | NWGSX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | NWGSX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | NWGSX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | NWGSX vs PRSVX |
Top Performing NWGSX Alternatives (YTD)
NWGSX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | NWGSX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | NWGSX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | NWGSX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | NWGSX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | NWGSX vs RIVSX |
Lowest Volatility Alternatives to NWGSX
NWGSX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | NWGSX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | NWGSX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | NWGSX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | NWGSX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | NWGSX vs CSMDX |
Lowest Drawdown Alternatives to NWGSX
NWGSX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | NWGSX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | NWGSX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | NWGSX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | NWGSX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | NWGSX vs BOSOX |
Other Mutual Funds from Nationwide
Most popular Nationwide mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | Multisector Bonds | 99 | 0.76% | Nov 1, 2015 | NWGSX vs NWXHX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 43 | -7.15% | Nov 2, 1998 | NWGSX vs GRISX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 66 | -2.18% | Jun 9, 1996 | NWGSX vs NWJCX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 14 | -15.35% | May 29, 2001 | NWGSX vs NWHQX | |
| Nationwide GQG US Quality Equity Fund | Large Cap Blend Equities | 17 | 9.70% | Jan 24, 2021 | NWGSX vs NWAUX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 1 | -11.40% | Jan 4, 1999 | NWGSX vs NWHVX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 46 | -2.61% | Dec 29, 1999 | NWGSX vs GMRAX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 29 | -0.45% | Dec 29, 1999 | NWGSX vs GMXAX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 60 | -2.12% | Dec 29, 1999 | NWGSX vs GIIAX | |
| Nationwide Bond Index Fund | Intermediate Core Bond | 42 | -0.61% | Dec 29, 1999 | NWGSX vs GBIAX |
Often Compared With NWGSX
What investors most often compare with NWGSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| John Hancock Income Fund | Multisector Bonds | 78 | -0.99% | Aug 17, 1986 | NWGSX vs JHFIX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 47 | -2.48% | Oct 1, 2002 | NWGSX vs TISBX | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | NWGSX vs TNVIX |
Compare NWGSX with Any Fund or Stock
Compare NWGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.