Nationwide Geneva Small Cap Growth Fund (NWKDX) belongs to the Small 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 NWKDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NWKDX
NWKDX charges 0.94% annually. There are 48 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | NWKDX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | NWKDX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | NWKDX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | NWKDX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | NWKDX vs VISGX |
Best Risk-Adjusted Alternatives to NWKDX
NWKDX has a PortfoliosLab risk / return rank of 5. There are 147 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | NWKDX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 89 | — | Dec 2016 | NWKDX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | NWKDX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 87 | — | Nov 2013 | NWKDX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | — | Dec 1995 | NWKDX vs OBMCX |
Top Performing NWKDX Alternatives (YTD)
NWKDX is at 4.78% YTD. There are 150 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 65.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 65.50% | — | Dec 2016 | NWKDX vs NESIX | |
| Needham Small Cap Growth Fund | 64.97% | — | May 2002 | NWKDX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 44.90% | — | Dec 2016 | NWKDX vs NEAIX | |
| Needham Aggressive Growth Fund | 44.61% | — | Sep 2001 | NWKDX vs NEAGX | |
| Oberweis Micro Cap Fund | 42.82% | — | Dec 1995 | NWKDX vs OBMCX |
Lowest Volatility Alternatives to NWKDX
NWKDX has 17.41% 1-year volatility. There are 20 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.64% | — | Nov 1995 | NWKDX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.34% | — | Jul 2011 | NWKDX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | NWKDX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | NWKDX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | NWKDX vs NBGIX |
Lowest Drawdown Alternatives to NWKDX
NWKDX has a 1-year max drawdown of -13.64%. There are 91 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | NWKDX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | NWKDX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | NWKDX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | NWKDX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | NWKDX vs RFIMX |
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 | NWKDX vs NWXHX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 65 | 11.08% | — | Nov 1998 | NWKDX vs GRISX | |
| Nationwide Strategic Income A | Multisector Bonds | 99 | 2.40% | — | Nov 2015 | NWKDX vs NWXEX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 68 | 22.99% | — | Jun 1996 | NWKDX vs NWJCX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 23 | 20.09% | — | May 2001 | NWKDX vs NWHQX | |
| Nationwide GQG US Quality Equity Fund | Large Cap Blend Equities | 8 | 5.45% | — | Jan 2021 | NWKDX vs NWAUX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 41 | 10.29% | — | Dec 1999 | NWKDX vs GIIAX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 71 | 20.26% | — | Dec 1999 | NWKDX vs GMRAX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 1 | -2.52% | — | Jan 1999 | NWKDX vs NWHVX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 46 | 14.81% | — | Dec 1999 | NWKDX vs GMXAX |
Often Compared With NWKDX
Investors most often compare NWKDX with ACMVX, VOO, PXQSX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare NWKDX with Any Fund or Stock
Compare NWKDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NWKDX with funds that move differently
Nationwide Geneva Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NWKDX.
Explore NWKDX Diversifiers