Nationwide Loomis All Cap Growth Fund (NWZNX) belongs to the Large 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 NWZNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NWZNX
NWZNX charges 1.07% annually. There are 321 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | NWZNX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | NWZNX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | NWZNX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | NWZNX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | NWZNX vs TILIX |
Best Risk-Adjusted Alternatives to NWZNX
NWZNX has a PortfoliosLab risk / return rank of 4. There are 393 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | NWZNX vs POGRX | |
| Vanguard PRIMECAP Fund Investor Shares | 93 | 92.00B | Nov 1984 | NWZNX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 90 | 31.20B | Nov 2001 | NWZNX vs VHCAX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | NWZNX vs FCGSX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | NWZNX vs CHAIX |
Top Performing NWZNX Alternatives (YTD)
NWZNX is at -2.45% YTD. There are 397 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | NWZNX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 31.58% | — | Feb 2004 | NWZNX vs RYGRX | |
| PrimeCap Odyssey Growth Fund | 30.21% | — | Nov 2004 | NWZNX vs POGRX | |
| ICON Equity Fund | 29.13% | — | Oct 2002 | NWZNX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.53% | — | Feb 2017 | NWZNX vs FUMIX |
Lowest Volatility Alternatives to NWZNX
NWZNX has 17.12% 1-year volatility. There are 230 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.03% | — | Sep 2019 | NWZNX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.56% | — | Jan 2005 | NWZNX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.87% | — | Dec 2015 | NWZNX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.11% | — | Apr 2010 | NWZNX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.53% | — | Jan 1991 | NWZNX vs BLUEX |
Lowest Drawdown Alternatives to NWZNX
NWZNX has a 1-year max drawdown of -19.85%. There are 379 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | NWZNX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | NWZNX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | NWZNX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | NWZNX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | NWZNX vs DNVYX |
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 | 2.47% | — | Nov 2015 | NWZNX vs NWXHX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 57 | 9.78% | — | Nov 1998 | NWZNX vs GRISX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 76 | 26.50% | — | Jun 1996 | NWZNX vs NWJCX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 30 | 22.45% | — | May 2001 | NWZNX vs NWHQX | |
| Nationwide Strategic Income A | Multisector Bonds | 99 | 2.33% | — | Nov 2015 | NWZNX vs NWXEX | |
| Nationwide GQG US Quality Equity Fund | Large Cap Blend Equities | 4 | 3.47% | — | Jan 2021 | NWZNX vs NWAUX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 30 | 8.34% | — | Dec 1999 | NWZNX vs GIIAX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 73 | 21.75% | — | Dec 1999 | NWZNX vs GMRAX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 1 | -1.59% | — | Jan 1999 | NWZNX vs NWHVX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 48 | 16.01% | — | Dec 1999 | NWZNX vs GMXAX |
Often Compared With NWZNX
Investors most often compare NWZNX with CHASX, FOCPX, NDMAX. These 10 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare NWZNX with Any Fund or Stock
Compare NWZNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NWZNX with funds that move differently
Nationwide Loomis All Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NWZNX.
Explore NWZNX Diversifiers