NWGSX vs. BOSOX
Compare and contrast key facts about Nationwide WCM Focused Small Cap Fund (NWGSX) and Boston Trust Small Cap Fund (BOSOX).
NWGSX is managed by Nationwide. It was launched on Mar 1, 2007. BOSOX is managed by Boston Trust Walden.
Performance
NWGSX vs. BOSOX - Performance Comparison
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NWGSX vs. BOSOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NWGSX Nationwide WCM Focused Small Cap Fund | -11.14% | -5.72% | 3.23% | 26.14% | -14.72% | 19.18% | 1.19% | 28.90% | -8.64% | 13.95% |
BOSOX Boston Trust Small Cap Fund | -4.10% | -4.04% | 12.52% | 10.09% | -9.05% | 28.10% | 8.27% | 38.35% | -6.01% | 12.24% |
Returns By Period
In the year-to-date period, NWGSX achieves a -11.14% return, which is significantly lower than BOSOX's -4.10% return. Over the past 10 years, NWGSX has underperformed BOSOX with an annualized return of 6.51%, while BOSOX has yielded a comparatively higher 9.28% annualized return.
NWGSX
- 1D
- -2.14%
- 1M
- -11.98%
- YTD
- -11.14%
- 6M
- -11.14%
- 1Y
- -6.87%
- 3Y*
- 0.09%
- 5Y*
- -0.08%
- 10Y*
- 6.51%
BOSOX
- 1D
- -0.25%
- 1M
- -8.25%
- YTD
- -4.10%
- 6M
- -4.75%
- 1Y
- -4.04%
- 3Y*
- 3.34%
- 5Y*
- 3.57%
- 10Y*
- 9.28%
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NWGSX vs. BOSOX - Expense Ratio Comparison
NWGSX has a 0.89% expense ratio, which is lower than BOSOX's 1.00% expense ratio.
Return for Risk
NWGSX vs. BOSOX — Risk / Return Rank
NWGSX
BOSOX
NWGSX vs. BOSOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide WCM Focused Small Cap Fund (NWGSX) and Boston Trust Small Cap Fund (BOSOX). 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.
| NWGSX | BOSOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.29 | -0.13 | -0.16 |
Sortino ratioReturn per unit of downside risk | -0.29 | -0.05 | -0.24 |
Omega ratioGain probability vs. loss probability | 0.97 | 0.99 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | -0.50 | -0.33 | -0.17 |
Martin ratioReturn relative to average drawdown | -1.57 | -1.03 | -0.54 |
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
| NWGSX | BOSOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.29 | -0.13 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.00 | 0.20 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.48 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.41 | -0.10 |
Correlation
The correlation between NWGSX and BOSOX is 0.93, 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
NWGSX vs. BOSOX - Dividend Comparison
NWGSX's dividend yield for the trailing twelve months is around 28.89%, more than BOSOX's 4.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWGSX Nationwide WCM Focused Small Cap Fund | 28.89% | 25.67% | 4.86% | 3.16% | 2.09% | 2.19% | 0.00% | 4.35% | 64.46% | 8.48% | 0.13% | 3.32% |
BOSOX Boston Trust Small Cap Fund | 4.60% | 4.41% | 6.52% | 0.78% | 5.09% | 8.93% | 2.56% | 12.46% | 16.19% | 9.13% | 3.14% | 18.92% |
Drawdowns
NWGSX vs. BOSOX - Drawdown Comparison
The maximum NWGSX drawdown since its inception was -46.36%, smaller than the maximum BOSOX drawdown of -51.32%. Use the drawdown chart below to compare losses from any high point for NWGSX and BOSOX.
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Drawdown Indicators
| NWGSX | BOSOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.36% | -51.32% | +4.96% |
Max Drawdown (1Y)Largest decline over 1 year | -16.31% | -11.89% | -4.42% |
Max Drawdown (5Y)Largest decline over 5 years | -26.66% | -22.36% | -4.30% |
Max Drawdown (10Y)Largest decline over 10 years | -46.36% | -36.79% | -9.57% |
Current DrawdownCurrent decline from peak | -23.83% | -16.07% | -7.76% |
Average DrawdownAverage peak-to-trough decline | -7.31% | -7.26% | -0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.21% | 3.82% | +1.39% |
Volatility
NWGSX vs. BOSOX - Volatility Comparison
Nationwide WCM Focused Small Cap Fund (NWGSX) has a higher volatility of 6.44% compared to Boston Trust Small Cap Fund (BOSOX) at 4.10%. This indicates that NWGSX's price experiences larger fluctuations and is considered to be riskier than BOSOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWGSX | BOSOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.44% | 4.10% | +2.34% |
Volatility (6M)Calculated over the trailing 6-month period | 13.60% | 10.48% | +3.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.64% | 18.96% | +2.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.05% | 17.82% | +2.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.07% | 19.56% | +2.51% |