Nationwide Geneva Mid Cap Growth Fund (NWHVX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NWHVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NWHVX
NWHVX charges 1.07% annually. There are 112 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | NWHVX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | NWHVX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | NWHVX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | NWHVX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | NWHVX vs VMFGX |
Best Risk-Adjusted Alternatives to NWHVX
NWHVX has a PortfoliosLab risk / return rank of 1. There are 156 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 93 | — | Dec 2016 | NWHVX vs NEEIX | |
| Needham Growth Fund | 93 | — | Jan 1996 | NWHVX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 92 | 31.20B | Aug 1995 | NWHVX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 92 | — | Oct 2000 | NWHVX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 86 | — | Nov 2004 | NWHVX vs POAGX |
Top Performing NWHVX Alternatives (YTD)
NWHVX is at -5.23% YTD. There are 151 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 65.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 65.52% | — | Dec 2016 | NWHVX vs NEEIX | |
| Needham Growth Fund | 65.21% | — | Jan 1996 | NWHVX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 42.04% | — | Oct 2000 | NWHVX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 30.42% | — | Jul 2019 | NWHVX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund | 28.52% | — | Nov 2000 | NWHVX vs OEGYX |
Lowest Volatility Alternatives to NWHVX
NWHVX has 14.84% 1-year volatility. There are 23 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.10%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.10% | — | May 2013 | NWHVX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.14% | — | May 2021 | NWHVX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | NWHVX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.72% | — | Dec 1996 | NWHVX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.31% | — | — | NWHVX vs RIPIX |
Lowest Drawdown Alternatives to NWHVX
NWHVX has a 1-year max drawdown of -17.82%. There are 134 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | NWHVX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | NWHVX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | NWHVX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | NWHVX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | NWHVX vs SECUX |
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 | NWHVX vs NWXHX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 63 | 9.61% | — | Nov 1998 | NWHVX vs GRISX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 83 | 28.90% | — | Jun 1996 | NWHVX vs NWJCX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 32 | 22.86% | — | May 2001 | NWHVX vs NWHQX | |
| Nationwide GQG US Quality Equity Fund | Large Cap Blend Equities | 4 | 2.66% | — | Jan 2021 | NWHVX vs NWAUX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 38 | 10.39% | — | Dec 1999 | NWHVX vs GIIAX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 70 | 21.36% | — | Dec 1999 | NWHVX vs GMRAX | |
| Nationwide Strategic Income A | Multisector Bonds | 99 | 2.22% | — | Nov 2015 | NWHVX vs NWXEX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 49 | 15.54% | — | Dec 1999 | NWHVX vs GMXAX | |
| Nationwide Bond Index Fund | Intermediate Core Bond | 14 | -0.18% | — | Dec 1999 | NWHVX vs GBIAX |
Often Compared With NWHVX
Investors most often compare NWHVX with NADCX, MUIGX, NWXVX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare NWHVX with Any Fund or Stock
Compare NWHVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NWHVX with funds that move differently
Nationwide Geneva Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NWHVX.
Explore NWHVX Diversifiers