Nationwide Bailard Cognitive Value Fund (NWHFX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NWHFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NWHFX
NWHFX charges 1.00% annually. There are 54 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | NWHFX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | NWHFX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 64.90B | Sep 2011 | NWHFX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | NWHFX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | NWHFX vs VSMVX |
Best Risk-Adjusted Alternatives to NWHFX
NWHFX has a PortfoliosLab risk / return rank of 71. There are 25 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 94 | — | May 1998 | NWHFX vs AVALX | |
| Invesco Small Cap Value Fund | 89 | — | Jun 1999 | NWHFX vs VSCAX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | NWHFX vs MMEYX | |
| Transamerica Small Cap Value | 86 | — | Jan 2003 | NWHFX vs TSLTX | |
| Walthausen Small Cap Value Fund | 84 | — | Feb 2008 | NWHFX vs WSCVX |
Top Performing NWHFX Alternatives (YTD)
NWHFX is at 18.47% YTD. There are 36 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 31.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 31.33% | — | Jun 1999 | NWHFX vs VSCAX | |
| Victory Integrity Discovery Fund | 30.40% | — | Dec 1996 | NWHFX vs MMEYX | |
| Royce Opportunity Fund | 29.63% | — | Nov 1996 | NWHFX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 25.67% | — | Apr 2021 | NWHFX vs FESCX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 25.02% | — | Jun 2002 | NWHFX vs QRSVX |
Lowest Volatility Alternatives to NWHFX
NWHFX has 16.64% 1-year volatility. There are 35 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 1.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 1.07% | — | Sep 2017 | NWHFX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.20% | — | Apr 2019 | NWHFX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.23% | — | Apr 1997 | NWHFX vs TASCX | |
| VELA Small Cap Fund | 14.38% | — | Sep 2020 | NWHFX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.38% | — | Mar 2007 | NWHFX vs ARSMX |
Lowest Drawdown Alternatives to NWHFX
NWHFX has a 1-year max drawdown of -8.50%. There are 19 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | NWHFX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | NWHFX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | NWHFX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | NWHFX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | NWHFX vs TSLTX |
Other Mutual Funds from Nationwide
The 10 most viewed Nationwide mutual funds shown here include NWXHX, GRISX, NWJCX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | Multisector Bonds | 99 | 2.29% | — | Nov 2015 | NWHFX vs NWXHX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 71 | 11.55% | — | Nov 1998 | NWHFX vs GRISX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 81 | 27.01% | — | Jun 1996 | NWHFX vs NWJCX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 38 | 25.03% | — | May 2001 | NWHFX vs NWHQX | |
| Nationwide GQG US Quality Equity Fund | Large Cap Blend Equities | 6 | 7.43% | — | Jan 2021 | NWHFX vs NWAUX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 25 | 9.14% | — | Dec 1999 | NWHFX vs GIIAX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 1 | -2.90% | — | Jan 1999 | NWHFX vs NWHVX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 62 | 18.35% | — | Dec 1999 | NWHFX vs GMRAX | |
| Nationwide Strategic Income A | Multisector Bonds | 99 | 2.17% | — | Nov 2015 | NWHFX vs NWXEX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 44 | 13.94% | — | Dec 1999 | NWHFX vs GMXAX |
Often Compared With NWHFX
Investors most often compare NWHFX with PYLD, GBIAX, BRSIX. These 14 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare NWHFX with Any Fund or Stock
Compare NWHFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NWHFX with funds that move differently
Nationwide Bailard Cognitive Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NWHFX.
Explore NWHFX Diversifiers