GMRCX

Index

Nationwide Small Cap Index Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.38%
Annual Cost per $10K
$138.00
30-Year Fee Drag per $10K
$24,554
at 7% annual return
Fund Type
Mutual Fund
Index
Trailing 12-Month
+1.13%

Asset Allocation

US Equity
81%
Intl Equity
7%
Cash
13%

Fee Comparison

GMRCX
1.38%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

30% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of January 2024 · Updated quarterly

-5.88%3Y
Compare to

Fee Impact Calculator

$
%
GMRCX at 1.38%$257,843
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$122,770
Cost vs index fund−$119,582

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of January 2024

TickerNameER
GMRCXNationwide Small Cap Index Fund1.38%
IWMiShares Russell 2000 ETF0.19%
AICCXInvestment Co of America0.32%
QLDProShares Ultra QQQ0.95%
AFMFXAmerican Mutual Fund0.57%
FCAGXFidelity Small Cap Growth Fund0.92%
SSOProShares Ultra S&P5000.89%
NLSAXNeuberger Berman Long Short Fund1.68%
PEIYXPutnam Large Cap Value Fund0.63%
HRSIXHood River Small-Cap Growth Fund1.07%
FSSNXFidelity Small Cap Index Fund0.03%
TIBOXThornburg Investment Income Builder Fund0.84%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
IWOiShares Russell 2000 Growth ETF0.24%
CALFPacer US Small Cap Cash Cows 100 ETF0.59%
OAKMXOakmark Fund0.91%
GTSAXInvesco Small Cap Growth Fund0.81%
DFSTXU.S. SMALL CAP PORTFOLIO$1M min0.27%
TRMIXT. Rowe Price Mid-Cap Value Fund, Inc.0.71%
CGPAXAmerican Funds Growth Portfolio0.99%
FNITXFidelity Advisor New Insights Fund1.15%
IWNiShares Russell 2000 Value ETF0.24%
VSCAXInvesco Small Cap Value Fund1.35%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
DFASDimensional U.S. Small Cap ETF0.27%
PAFDXT. Rowe Price Equity Income Fund0.98%
FFOJXSelect Technology Portfolio0.91%
DFSVXU.S. SMALL CAP VALUE PORTFOLIO$1M min0.31%
ACSHXInvesco Comstock Fund0.51%
FSCRXFidelity Small Cap Discovery Fund0.91%
PNSAXPutnam Small Cap Growth Fund1.17%
ARANXHorizon Active Risk Assist Fund1.32%
MCPRXMFS Mid Cap Growth Fund1.02%
JDVFXDisciplined Value Fund1.71%
GENIXGotham Enhanced Return Fund$1M min1.50%
BLPAXAmerican Funds Moderate Growth and Income Portfolio0.93%
DFSCXU.S. MICRO CAP PORTFOLIO$1M min0.41%
MRFOXMARSHFIELD CONCENTRATED OPPORTUNITY FUND1.02%
IBBiShares Biotechnology ETF0.44%
WFMDXAllspring Special Mid Cap Value Fund1.05%
FHZTXFidelity Large Cap Stock Fund1.02%
DFFVXU.S. Targeted Value Portfolio$1M min0.29%
DDFIXInvesco Diversified Dividend Fund1.07%
ARZMXAMG River Road Small Cap Value Fund1.02%
GGAFXGuidePath Growth Allocation Fund0.81%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
FGRCXFidelity Mega Cap Stock Fund0.47%
FCPVXFidelity Small Cap Value Fund1.20%
TQAIXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.65%
SOPAXClearBridge Dividend Strategy Fund1.00%
GNNDXGotham Index Plus Fund1.40%
FKMCXFidelity Mid-Cap Stock Fund1.69%
PJARXSmallCap Value Fund II0.94%
DHMAXDIAMOND HILL SMALL-MID CAP FUND1.21%
CCASXCONESTOGA SMALL CAP FUND1.10%
llpfxLongleaf Partners Fund0.79%
IJKiShares S&P Mid-Cap 400 Growth ETF0.17%
DFATDimensional U.S. Targeted Value ETF0.28%
SMEAXInvesco Small Cap Equity Fund0.88%
FDGFXFidelity Dividend Growth Fund1.16%
OSTGXOsterweis Opportunity Fund1.12%
JGLYXJPMorgan Small Cap Growth Fund1.24%
FHCLXSelect Health Care Portfolio
ACGIXInvesco Growth and Income Fund0.78%
BPSCXBoston Partners Small Cap Value Fund II1.09%
CHCCXAB DISCOVERY GROWTH FUND, INC.0.92%
PDPInvesco Dorsey Wright Momentum ETF0.62%
ACRSXColumbia Acorn Fund0.82%
TMSIXTHRIVENT MID CAP STOCK FUND0.74%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
QUACXAB Small Cap Growth Portfolio1.12%
XMHQInvesco S&P MidCap Quality ETF0.25%
FECCXFirst Eagle Small Cap Opportunity Fund1.26%
OFAFXOlstein All Cap Value Fund1.18%
SZCRXDWS Small Cap Core Fund0.81%
TCPWXTransamerica Capital Growth0.74%
VVOAXInvesco Value Opportunities Fund1.27%
TESIXFranklin Mutual Shares Fund1.00%
AASRXAmerican Beacon Small Cap Value Fund0.77%
PCSMXSmallCap Growth Fund I1.44%
JLVMXJPMorgan Large Cap Value Fund0.93%
MCVSXVictory Integrity Small-Cap Value Fund1.43%
ANODXSmall Cap Growth Fund0.79%
IAAEXTransamerica Mid Cap Value Opportunities0.74%
FZAOXFidelity Advisor Small Cap Fund0.90%
BPAVXBoston Partners All-Cap Value Fund0.80%
LAFQXLORD ABBETT AFFILIATED FUND INC1.04%
FSLCXFidelity Small Cap Stock Fund0.87%
RYPNXRoyce Small-Cap Opportunity Fund1.22%
FIAQXFidelity Equity Dividend Income Fund1.08%
SVFLXSmead Value Fund1.05%
JSCZXJPMorgan U.S. Small Company Fund1.19%
HFMSXTHE HARTFORD MIDCAP FUND1.15%
JDERXPGIM Jennison Mid-Cap Growth Fund1.04%
LGLQXLord Abbett Growth Leaders Fund1.25%
POSKXPRIMECAP Odyssey Stock Fund0.67%
NEAIXNeedham Aggressive Growth Fund1.20%
ROMProShares Ultra Technology0.95%
GSCZXSMALL CAP EQUITY FUND1.23%
IFTAXVoya International High Dividend Low Volatility Portfolio1.15%
FSIUXInvesco Dividend Income Fund1.69%

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