Nationwide Bailard International Equities Fund (NWHLX) belongs to the Foreign Large Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NWHLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NWHLX
NWHLX charges 0.93% annually. There are 236 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | NWHLX vs FINVX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | NWHLX vs FHLFX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | NWHLX vs FSGEX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | NWHLX vs FIGSX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | NWHLX vs FSOSX |
Best Risk-Adjusted Alternatives to NWHLX
NWHLX has a PortfoliosLab risk / return rank of 62. There are 67 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 93 | — | Aug 1994 | NWHLX vs TIVFX | |
| Touchstone International Equity Fund | 93 | — | Mar 1993 | NWHLX vs SWRLX | |
| GMO Tax-Managed International Equities Fund | 91 | — | Jul 1998 | NWHLX vs GTMIX | |
| Thornburg Global Opportunities Fund | 91 | — | Jul 2006 | NWHLX vs THOIX | |
| Dunham International Stock Fund | 90 | — | Dec 2004 | NWHLX vs DCINX |
Top Performing NWHLX Alternatives (YTD)
NWHLX is at 15.87% YTD. There are 63 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 38.55%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 38.55% | — | Aug 1994 | NWHLX vs TIVFX | |
| Calamos International Growth Fund | 35.71% | — | Mar 2005 | NWHLX vs CIGIX | |
| Lord Abbett International Growth Fund | 31.62% | — | Jun 2021 | NWHLX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 31.45% | — | Apr 2019 | NWHLX vs FISZX | |
| John Hancock International Dynamic Growth Fund | 30.75% | — | May 2019 | NWHLX vs JIJIX |
Lowest Volatility Alternatives to NWHLX
NWHLX has 14.94% 1-year volatility. There are 149 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class Z | 8.76% | — | Feb 2017 | NWHLX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class C | 8.76% | — | Nov 1997 | NWHLX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class A | 8.76% | — | Sep 1996 | NWHLX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class M | 8.78% | — | Apr 1990 | NWHLX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 8.78% | — | Jul 1995 | NWHLX vs FAOIX |
Lowest Drawdown Alternatives to NWHLX
NWHLX has a 1-year max drawdown of -11.02%. There are 98 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | NWHLX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | NWHLX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | NWHLX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | NWHLX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | -7.29% | — | Apr 1990 | NWHLX vs FAERX |
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 | 2.37% | — | Nov 2015 | NWHLX vs NWXHX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 64 | 10.00% | — | Nov 1998 | NWHLX vs GRISX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 81 | 28.26% | — | Jun 1996 | NWHLX vs NWJCX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 29 | 22.33% | — | May 2001 | NWHLX vs NWHQX | |
| Nationwide GQG US Quality Equity Fund | Large Cap Blend Equities | 4 | 2.29% | — | Jan 2021 | NWHLX vs NWAUX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 34 | 10.19% | — | Dec 1999 | NWHLX vs GIIAX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 67 | 20.34% | — | Dec 1999 | NWHLX vs GMRAX | |
| Nationwide Strategic Income A | Multisector Bonds | 99 | 2.33% | — | Nov 2015 | NWHLX vs NWXEX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 1 | -4.20% | — | Jan 1999 | NWHLX vs NWHVX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 48 | 15.14% | — | Dec 1999 | NWHLX vs GMXAX |
Often Compared With NWHLX
Investors most often compare NWHLX with EPDPX, EPDIX, KGIIX. These 5 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| EuroPac International Dividend Income Fund Class A | Foreign Large Cap Equities, Dividend | 74 | 8.44% | — | Jan 2014 | NWHLX vs EPDPX | |
| EuroPac International Dividend Income Fund | Foreign Large Cap Equities | 75 | 8.59% | — | Jan 2014 | NWHLX vs EPDIX | |
| Kopernik International Fund | Foreign Large Cap Equities | 54 | 5.23% | — | Jun 2015 | NWHLX vs KGIIX | |
| Nationwide Investor Destinations Moderately Aggres... | Diversified Portfolio | 69 | 10.76% | — | Mar 2000 | NWHLX vs NDMAX | |
| SA International Value Fund | Foreign Large Cap Equities | 88 | 10.81% | — | Aug 1999 | NWHLX vs SAHMX |
Compare NWHLX with Any Fund or Stock
Compare NWHLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NWHLX with funds that move differently
Nationwide Bailard International Equities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NWHLX.
Explore NWHLX Diversifiers