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 325 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 | |
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | NWZNX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | NWZNX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | NWZNX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | NWZNX vs VRGWX |
Best Risk-Adjusted Alternatives to NWZNX
NWZNX has a PortfoliosLab risk / return rank of 3. There are 401 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | NWZNX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | NWZNX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | NWZNX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | NWZNX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | NWZNX vs FDSSX |
Top Performing NWZNX Alternatives (YTD)
NWZNX is at -6.11% YTD. There are 403 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | NWZNX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | NWZNX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | NWZNX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | NWZNX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | NWZNX vs VPMCX |
Lowest Volatility Alternatives to NWZNX
NWZNX has 17.51% 1-year volatility. There are 206 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | NWZNX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | NWZNX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | NWZNX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | NWZNX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | NWZNX vs GQEPX |
Lowest Drawdown Alternatives to NWZNX
NWZNX has a 1-year max drawdown of -19.85%. There are 383 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, NWXEX, GRISX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | Multisector Bonds | 99 | 2.57% | — | Nov 2015 | NWZNX vs NWXHX | |
| Nationwide Strategic Income A | Multisector Bonds | 99 | 2.50% | — | Nov 2015 | NWZNX vs NWXEX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 58 | 9.12% | — | Nov 1998 | NWZNX vs GRISX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 70 | 20.98% | — | Jun 1996 | NWZNX vs NWJCX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 63 | 12.14% | — | Dec 1999 | NWZNX vs GIIAX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 19 | 12.92% | — | May 2001 | NWZNX vs NWHQX | |
| Nationwide GQG US Quality Equity Fund | Quality Factor, Large Cap Blend Equities | 13 | 5.53% | — | Jan 2021 | NWZNX vs NWAUX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 76 | 19.02% | — | Dec 1999 | NWZNX vs GMRAX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 1 | -1.87% | — | Jan 1999 | NWZNX vs NWHVX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 50 | 14.41% | — | Dec 1999 | NWZNX vs GMXAX |
Often Compared With NWZNX
Investors most often compare NWZNX with BLUEX, FOCPX, TVRIX. These 15 comparison targets span 4 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