Nationwide Bailard Cognitive Value Fund (NWHFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to NWHFX
NWHFX charges 1.00% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among NWHFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | NWHFX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | NWHFX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | NWHFX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | NWHFX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | NWHFX vs VSMVX |
Best Risk-Adjusted Alternatives to NWHFX
Among mutual funds in the Small Cap Value 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 | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | NWHFX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | NWHFX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | NWHFX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | NWHFX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | NWHFX vs MMEYX |
Top Performing NWHFX Alternatives (YTD)
NWHFX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | NWHFX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | NWHFX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | NWHFX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | NWHFX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | NWHFX vs MMEYX |
Lowest Volatility Alternatives to NWHFX
NWHFX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | NWHFX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | NWHFX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | NWHFX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | NWHFX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | NWHFX vs TASCX |
Lowest Drawdown Alternatives to NWHFX
NWHFX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | NWHFX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | NWHFX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | NWHFX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | NWHFX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | NWHFX vs JMCRX |
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 | NWHFX vs NWXHX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 43 | -7.15% | Nov 2, 1998 | NWHFX vs GRISX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 66 | -2.18% | Jun 9, 1996 | NWHFX vs NWJCX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 14 | -15.35% | May 29, 2001 | NWHFX vs NWHQX | |
| Nationwide GQG US Quality Equity Fund | Large Cap Blend Equities | 17 | 9.70% | Jan 24, 2021 | NWHFX vs NWAUX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 1 | -11.40% | Jan 4, 1999 | NWHFX vs NWHVX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 46 | -2.61% | Dec 29, 1999 | NWHFX vs GMRAX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 29 | -0.45% | Dec 29, 1999 | NWHFX vs GMXAX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 60 | -2.12% | Dec 29, 1999 | NWHFX vs GIIAX | |
| Nationwide Bond Index Fund | Intermediate Core Bond | 42 | -0.61% | Dec 29, 1999 | NWHFX vs GBIAX |
Often Compared With NWHFX
What investors most often compare with NWHFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PIMCO ETF Trust - PIMCO Multisector Bond Active Ex... | Multisector Bonds | 83 | -0.92% | Jun 21, 2023 | NWHFX vs PYLD | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | NWHFX vs PRVIX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | NWHFX vs VSCAX |
Compare NWHFX with Any Fund or Stock
Compare NWHFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.