NWKDX vs. ACMVX
Compare and contrast key facts about Nationwide Geneva Small Cap Growth Fund (NWKDX) and American Century Mid Cap Value Fund (ACMVX).
NWKDX is managed by Nationwide. It was launched on Jun 12, 2009. ACMVX is managed by American Century Investments. It was launched on Mar 31, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NWKDX or ACMVX.
Correlation
The correlation between NWKDX and ACMVX is 0.81, 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.
Performance
NWKDX vs. ACMVX - Performance Comparison
Loading data...
Key characteristics
NWKDX:
-0.05
ACMVX:
-0.10
NWKDX:
0.11
ACMVX:
-0.01
NWKDX:
1.01
ACMVX:
1.00
NWKDX:
-0.03
ACMVX:
-0.06
NWKDX:
-0.08
ACMVX:
-0.20
NWKDX:
10.25%
ACMVX:
7.90%
NWKDX:
22.11%
ACMVX:
16.67%
NWKDX:
-38.20%
ACMVX:
-55.52%
NWKDX:
-19.54%
ACMVX:
-19.44%
Returns By Period
In the year-to-date period, NWKDX achieves a -5.47% return, which is significantly lower than ACMVX's 0.94% return. Over the past 10 years, NWKDX has outperformed ACMVX with an annualized return of 6.24%, while ACMVX has yielded a comparatively lower 0.82% annualized return.
NWKDX
-5.47%
5.40%
-13.48%
-1.14%
6.57%
6.24%
ACMVX
0.94%
4.47%
-9.21%
-1.74%
5.68%
0.82%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NWKDX vs. ACMVX - Expense Ratio Comparison
NWKDX has a 0.94% expense ratio, which is lower than ACMVX's 0.97% expense ratio.
Risk-Adjusted Performance
NWKDX vs. ACMVX — Risk-Adjusted Performance Rank
NWKDX
ACMVX
NWKDX vs. ACMVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Geneva Small Cap Growth Fund (NWKDX) and American Century Mid Cap Value Fund (ACMVX). 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.
Loading data...
Dividends
NWKDX vs. ACMVX - Dividend Comparison
NWKDX has not paid dividends to shareholders, while ACMVX's dividend yield for the trailing twelve months is around 1.60%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
NWKDX Nationwide Geneva Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ACMVX American Century Mid Cap Value Fund | 1.60% | 1.70% | 1.72% | 1.80% | 1.42% | 1.33% | 1.46% | 1.81% | 1.58% | 1.29% | 1.18% | 1.11% |
Drawdowns
NWKDX vs. ACMVX - Drawdown Comparison
The maximum NWKDX drawdown since its inception was -38.20%, smaller than the maximum ACMVX drawdown of -55.52%. Use the drawdown chart below to compare losses from any high point for NWKDX and ACMVX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
NWKDX vs. ACMVX - Volatility Comparison
Nationwide Geneva Small Cap Growth Fund (NWKDX) has a higher volatility of 6.35% compared to American Century Mid Cap Value Fund (ACMVX) at 4.92%. This indicates that NWKDX's price experiences larger fluctuations and is considered to be riskier than ACMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...