GRMCX

Index

Nationwide S&P 500 Index Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.24%
Annual Cost per $10K
$124.00
30-Year Fee Drag per $10K
$22,463
at 7% annual return
Fund Type
Mutual Fund
Index
Trailing 12-Month
+19.35%

Asset Allocation

US Equity
96%
Intl Equity
3%
Cash
2%

Fee Comparison

GRMCX
1.24%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

17% more expensive than category average

Historical Returns

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

+31.79%3Y
Compare to

Fee Impact Calculator

$
%
GRMCX at 1.24%$268,295
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$112,317
Cost vs index fund−$109,129

Similar Funds (100)

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

TickerNameER
GRMCXNationwide S&P 500 Index Fund1.24%
JLGMXJPMorgan Large Cap Growth Fund0.94%
QCGRFXCollege Retirement Equities Fund - Growth Account
PABGXT. Rowe Price Blue Chip Growth Fund, Inc.0.95%
TRSAXT. Rowe Price Growth Stock Fund, Inc.0.91%
MEGRXMFS Growth Fund1.08%
OIEFXJPMorgan Equity Income Fund0.95%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
HRCAXHarbor Capital Appreciation Fund0.92%
JGACXJPMorgan Growth Advantage Fund0.99%
FLMVXJPMorgan Mid Cap Value Fund1.09%
RRTCXT. Rowe Price Retirement 2030 Fund1.06%
EGFSXEdgewood Growth Fund1.25%
PAVLXT. Rowe Price Value Fund, Inc.0.94%
TWCUXUltra Fund0.89%
PLFMXLargeCap S&P 500 Index Fund1.29%
APGAXAB LARGE CAP GROWTH FUND INC0.82%
RRTPXT. Rowe Price Retirement 2035 Fund1.09%
PRBLXParnassus Core Equity Fund0.82%
QCEQFXCollege Retirement Equities Fund - Equity Index Account
JENIXThe Jensen Quality Growth Fund Inc1.26%
RRTNXT. Rowe Price Retirement 2025 Fund1.04%
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
PARDXT. Rowe Price Retirement 2040 Fund0.85%
PAULXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.96%
RRTBXT. Rowe Price Retirement 2020 Fund1.02%
PLCGXLargeCap Growth Fund I0.94%
TRGOXT. Rowe Price Large-Cap Growth Fund0.70%
JHQAXJPMorgan Hedged Equity Fund0.82%
PARLXT. Rowe Price Retirement 2045 Fund0.86%
PACOXT. Rowe Price U.S. Equity Research Fund0.83%
PARFXT. Rowe Price Retirement 2050 Fund0.88%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
ERASXEaton Vance Atlanta Capital SMID-Cap Fund0.81%
MLRRXNYLI Winslow Large Cap Growth Fund0.79%
PGORXPutnam Large Cap Growth Fund0.93%
JGAQXJPMorgan Value Advantage Fund0.99%
GATEXGateway Fund0.94%
SHAPXClearBridge Appreciation Fund0.91%
CGWRXColumbia Cornerstone Growth Fund0.97%
HGISXHARTFORD CORE EQUITY FUND0.76%
ILGRXMacquarie Large Cap Growth Fund0.89%
LMPLXClearBridge Large Cap Growth Fund1.33%
HAGAXCarillon Eagle Mid Cap Growth Fund1.03%
VVIPXVoya VACS Index Series S Portfolio
PRSCXT. Rowe Price Science & Technology Fund, Inc.0.79%
PAROXT. Rowe Price Retirement 2055 Fund0.89%
JHLGXMultimanager Lifestyle Growth Portfolio0.97%
JGAVXJPMorgan U.S. Value Fund0.94%
RETSXTax-Managed U.S. Large Cap Fund0.91%
CIPMXChamplain MidCap Fund1.09%
CREFXCohen & Steers Real Estate Securities Fund0.75%
ESPAXAllspring Special Small Cap Value Fund1.17%
RRTMXT. Rowe Price Retirement 2015 Fund1.00%
OAYLXOakmark Select Fund0.86%
DCZRXMacquarie Small Cap Core Fund0.68%
FKUQXFranklin Utilities Fund0.81%
AQEAXColumbia Disciplined Core Fund0.94%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
TWCIXSelect Fund0.90%
JAJAXManaged Volatility Growth Portfolio1.02%
OWACXOld Westbury All Cap Core Fund0.96%
IEOPXVOYA LARGE CAP GROWTH PORTFOLIO0.92%
SUWAXDWS Core Equity Fund0.83%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
JHDAXJPMorgan Hedged Equity 2 Fund0.85%
FMGGXFranklin Small-Mid Cap Growth Fund0.84%
ATHGXHeritage Fund0.80%
CSRSXCohen & Steers Realty Shares0.88%
JSECXJPMorgan Small Cap Equity Fund1.24%
CSIEXCalvert Equity Fund0.90%
TIRTXNuveen Large Cap Growth Fund0.74%
FFEIXNuveen Dividend Value Fund0.95%
SVFFXSmead Value Fund0.95%
SCSCXTouchstone Strategic Trust-Touchstone Large Cap Focused Fund0.98%
OALGXOptimum Large Cap Growth Fund1.20%
VVSVXVenerable US Large Cap Strategic Equity Fund0.86%
DVZRXMacquarie Small Cap Value Fund0.70%
IAVGXVOYA GROWTH AND INCOME PORTFOLIO1.12%
BMDSXBaird Mid Cap Growth Fund1.06%
JAJRXManaged Volatility Balanced Portfolio1.00%
TRRYXT. Rowe Price Retirement 2060 Fund0.89%
FGRAXFranklin Growth Opportunities Fund0.94%
RRTAXT. Rowe Price Retirement 2010 Fund0.99%
VCSTXScience & Technology Fund0.91%
TADAXTransamerica US Growth1.03%
SDGAXDWS Capital Growth Fund1.30%
AFDIXLarge Cap Equity Fund0.79%
CZMGXMulti-Manager Growth Strategies Fund$1M min0.72%
EABLXEaton Vance Floating-Rate Fund1.06%
DDVAXMacquarie Value Fund0.97%
FMIMXFMI Common Stock Fund0.98%
SAMVXVirtus Ceredex Mid-Cap Value Equity Fund1.29%
CIPSXChamplain Small Company Fund1.24%
SAGWXTouchstone Strategic Trust-Touchstone Small Company Fund1.15%
CSMVXCongress Small Cap Growth Fund1.25%
JDPAXJanus Henderson Mid Cap Value Fund1.20%
RYOCXNASDAQ-100 Fund1.27%
INDCXVictory Pioneer Disciplined Growth Fund0.98%
HBGIXHARTFORD DISCIPLINED EQUITY HLS FUND0.84%
PMDAXSmall-MidCap Dividend Income Fund1.12%

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