MUIFX vs. NWHVX
Compare and contrast key facts about Nationwide Fund (MUIFX) and Nationwide Geneva Mid Cap Growth Fund (NWHVX).
MUIFX is managed by Nationwide. It was launched on May 11, 1933. NWHVX is managed by Nationwide. It was launched on Jan 4, 1999.
Performance
MUIFX vs. NWHVX - Performance Comparison
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MUIFX vs. NWHVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MUIFX Nationwide Fund | -5.87% | 14.21% | 21.61% | 25.72% | -19.09% | 25.37% | 22.59% | 30.95% | -6.06% | 19.79% |
NWHVX Nationwide Geneva Mid Cap Growth Fund | -9.25% | -2.38% | 9.89% | 23.84% | -28.32% | 25.03% | 31.17% | 29.96% | -2.97% | 23.11% |
Returns By Period
In the year-to-date period, MUIFX achieves a -5.87% return, which is significantly higher than NWHVX's -9.25% return. Over the past 10 years, MUIFX has outperformed NWHVX with an annualized return of 12.80%, while NWHVX has yielded a comparatively lower 8.39% annualized return.
MUIFX
- 1D
- 3.05%
- 1M
- -4.94%
- YTD
- -5.87%
- 6M
- -4.36%
- 1Y
- 12.70%
- 3Y*
- 15.24%
- 5Y*
- 9.39%
- 10Y*
- 12.80%
NWHVX
- 1D
- 2.43%
- 1M
- -8.74%
- YTD
- -9.25%
- 6M
- -12.74%
- 1Y
- -9.82%
- 3Y*
- 3.69%
- 5Y*
- 0.77%
- 10Y*
- 8.39%
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MUIFX vs. NWHVX - Expense Ratio Comparison
MUIFX has a 0.65% expense ratio, which is lower than NWHVX's 1.07% expense ratio.
Return for Risk
MUIFX vs. NWHVX — Risk / Return Rank
MUIFX
NWHVX
MUIFX vs. NWHVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Fund (MUIFX) and Nationwide Geneva Mid Cap Growth Fund (NWHVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MUIFX | NWHVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | -0.52 | +1.25 |
Sortino ratioReturn per unit of downside risk | 1.17 | -0.66 | +1.83 |
Omega ratioGain probability vs. loss probability | 1.18 | 0.92 | +0.26 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | -0.51 | +1.67 |
Martin ratioReturn relative to average drawdown | 4.84 | -1.46 | +6.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MUIFX | NWHVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | -0.52 | +1.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.04 | +0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.43 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.42 | +0.10 |
Correlation
The correlation between MUIFX and NWHVX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MUIFX vs. NWHVX - Dividend Comparison
MUIFX's dividend yield for the trailing twelve months is around 28.06%, more than NWHVX's 8.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUIFX Nationwide Fund | 28.06% | 26.23% | 11.10% | 3.28% | 4.19% | 14.53% | 3.15% | 2.94% | 27.39% | 9.55% | 4.40% | 3.85% |
NWHVX Nationwide Geneva Mid Cap Growth Fund | 8.77% | 7.96% | 11.93% | 16.14% | 36.45% | 34.64% | 6.16% | 18.85% | 38.53% | 11.37% | 8.97% | 13.54% |
Drawdowns
MUIFX vs. NWHVX - Drawdown Comparison
The maximum MUIFX drawdown since its inception was -58.31%, which is greater than NWHVX's maximum drawdown of -37.12%. Use the drawdown chart below to compare losses from any high point for MUIFX and NWHVX.
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Drawdown Indicators
| MUIFX | NWHVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.31% | -37.12% | -21.19% |
Max Drawdown (1Y)Largest decline over 1 year | -11.68% | -17.82% | +6.14% |
Max Drawdown (5Y)Largest decline over 5 years | -25.44% | -37.12% | +11.68% |
Max Drawdown (10Y)Largest decline over 10 years | -34.37% | -37.12% | +2.75% |
Current DrawdownCurrent decline from peak | -7.54% | -17.86% | +10.32% |
Average DrawdownAverage peak-to-trough decline | -9.22% | -7.74% | -1.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 6.21% | -3.39% |
Volatility
MUIFX vs. NWHVX - Volatility Comparison
Nationwide Fund (MUIFX) and Nationwide Geneva Mid Cap Growth Fund (NWHVX) have volatilities of 5.59% and 5.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MUIFX | NWHVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.59% | 5.44% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 9.36% | 11.19% | -1.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.04% | 18.29% | -0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.41% | 19.88% | -2.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.28% | 19.65% | -1.37% |