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 a closer substitute for your current allocation.
Cheapest Alternatives to NWGSX
NWGSX charges 0.89% annually. There are 65 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | NWGSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | NWGSX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | NWGSX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | NWGSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | NWGSX vs VSMAX |
Best Risk-Adjusted Alternatives to NWGSX
NWGSX has a PortfoliosLab risk / return rank of 5. There are 171 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | NWGSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | NWGSX vs WESCX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | NWGSX vs MOPIX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 90 | — | Nov 2017 | NWGSX vs GQSCX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | NWGSX vs RIVSX |
Top Performing NWGSX Alternatives (YTD)
NWGSX is at 3.33% YTD. There are 172 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 39.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 39.82% | — | Dec 1991 | NWGSX vs RYOTX | |
| Paradigm Micro-cap Fund | 38.99% | — | Dec 2007 | NWGSX vs PVIVX | |
| River Oak Discovery Fund | 31.90% | — | Jun 2005 | NWGSX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 30.90% | — | Apr 1997 | NWGSX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 30.85% | — | Dec 2018 | NWGSX vs FTMSX |
Lowest Volatility Alternatives to NWGSX
NWGSX has 19.96% 1-year volatility. There are 148 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.96% | — | Nov 1996 | NWGSX vs HFCGX | |
| DFA International Small Company Portfolio | 14.31% | 15.72B | Sep 1996 | NWGSX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.58% | — | Feb 2017 | NWGSX vs CSMDX | |
| DWS Small Cap Core Fund | 15.02% | — | Jul 2000 | NWGSX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.11% | — | — | NWGSX vs BOSOX |
Lowest Drawdown Alternatives to NWGSX
NWGSX has a 1-year max drawdown of -16.31%. There are 170 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | NWGSX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | NWGSX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | NWGSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | NWGSX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | NWGSX vs SSCDX |
Other Mutual Funds from Nationwide
The 10 most viewed Nationwide mutual funds shown here include NWXHX, GRISX, NWXEX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | Multisector Bonds | 99 | 2.57% | — | Nov 2015 | NWGSX vs NWXHX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 63 | 10.66% | — | Nov 1998 | NWGSX vs GRISX | |
| Nationwide Strategic Income A | Multisector Bonds | 99 | 2.43% | — | Nov 2015 | NWGSX vs NWXEX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 74 | 24.19% | — | Jun 1996 | NWGSX vs NWJCX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 27 | 21.10% | — | May 2001 | NWGSX vs NWHQX | |
| Nationwide GQG US Quality Equity Fund | Large Cap Blend Equities | 7 | 5.60% | — | Jan 2021 | NWGSX vs NWAUX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 37 | 9.61% | — | Dec 1999 | NWGSX vs GIIAX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 65 | 19.80% | — | Dec 1999 | NWGSX vs GMRAX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 1 | -2.34% | — | Jan 1999 | NWGSX vs NWHVX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 41 | 14.74% | — | Dec 1999 | NWGSX vs GMXAX |
Often Compared With NWGSX
Investors most often compare NWGSX with JHFIX, GBIAX, NDMAX. These 18 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare NWGSX with Any Fund or Stock
Compare NWGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NWGSX with funds that move differently
Nationwide WCM Focused Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NWGSX.
Explore NWGSX Diversifiers