NWGPX

Active

Nationwide WCM Focused Small Cap Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.16%
Annual Cost per $10K
$116.00
30-Year Fee Drag per $10K
$21,232
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
-9.07%

Asset Allocation

US Equity
86%
Intl Equity
9%
Cash
5%

Fee Comparison

NWGPX
1.16%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

9% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+19.73%3Y
Compare to

Fee Impact Calculator

$
%
NWGPX at 1.16%$274,451
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$106,162
Cost vs index fund−$102,973

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
NWGPXNationwide WCM Focused Small Cap Fund1.16%
TIACXInvestment Co of America0.63%
AFMFXAmerican Mutual Fund0.57%
CDIRXColumbia Dividend Income Fund1.15%
MEIAXMFS Value Fund0.79%
PEIYXPutnam Large Cap Value Fund0.63%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
FOCKXFidelity OTC Portfolio1.05%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
FRDPXFranklin Rising Dividends Fund0.83%
FNIAXFidelity Advisor New Insights Fund0.90%
FMAEXFidelity Magellan Fund0.62%
FKDNXFranklin Dynatech Fund0.82%
PRDGXT. Rowe Price Dividend Growth Fund, Inc.0.64%
PMBJXMidCap Fund0.80%
CGPAXAmerican Funds Growth Portfolio0.99%
MCPRXMFS Mid Cap Growth Fund1.02%
OAKMXOakmark Fund0.91%
JVMAXDisciplined Value Mid Cap Fund0.74%
TRMIXT. Rowe Price Mid-Cap Value Fund, Inc.0.71%
DDFIXInvesco Diversified Dividend Fund1.07%
FFOJXSelect Technology Portfolio0.91%
TRUZXT. Rowe Price New Horizons Fund, Inc.0.64%
FCPVXFidelity Small Cap Value Fund1.20%
VAFAXInvesco American Franchise Fund0.93%
FAGAXFidelity Advisor Growth Opportunities Fund0.74%
FKGRXFranklin Growth Fund0.79%
MVCAXMFS Mid Cap Value Fund0.99%
IHGIXTHE HARTFORD DIVIDEND AND GROWTH FUND0.96%
CCASXCONESTOGA SMALL CAP FUND1.10%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
TRZQXT. Rowe Price Equity Income Fund0.53%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
JDVFXDisciplined Value Fund1.71%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
CCIFXColumbia Seligman Technology and Information Fund0.91%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
EPGAXFidelity Advisor Equity Growth Fund0.92%
TQAIXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.65%
POLRXPolen Growth Fund1.22%
WFPAXAllspring Special Mid Cap Value Fund1.12%
ACGIXInvesco Growth and Income Fund0.78%
XFBRXVIP Mid Cap Portfolio0.82%
SGRAXAllspring Growth Fund1.15%
JLVMXJPMorgan Large Cap Value Fund0.93%
SBLGXClearBridge Large Cap Growth Fund1.01%
MFRFXMFS Research Fund0.77%
CALFPacer US Small Cap Cash Cows 100 ETF0.59%
QVG2QVIP Growth Portfolio0.66%
FHZTXFidelity Large Cap Stock Fund1.02%
ACRSXColumbia Acorn Fund0.82%
DAGVXBNY Mellon Dynamic Value Fund0.93%
MEFAXMassMutual Mid Cap Growth Fund1.11%
ANODXSmall Cap Growth Fund0.79%
OTCFXT. Rowe Price Small-Cap Stock Fund, Inc.0.90%
FDGFXFidelity Dividend Growth Fund1.16%
AASRXAmerican Beacon Small Cap Value Fund0.77%
FCAGXFidelity Small Cap Growth Fund0.92%
JSVPXJPMorgan Small Cap Value Fund1.19%
FECCXFirst Eagle Small Cap Opportunity Fund1.26%
NLSAXNeuberger Berman Long Short Fund1.68%
HFMVXTHE HARTFORD MIDCAP FUND0.73%
LGLAXLord Abbett Growth Leaders Fund0.90%
MRERXMFS Core Equity Fund0.88%
ACCLXMid Cap Value Fund0.62%
RTOUXTax-Managed U.S. Mid & Small Cap Fund1.11%
BGRUXBARON GROWTH FUND1.09%
POGRXPRIMECAP Odyssey Growth Fund0.66%
TMSIXTHRIVENT MID CAP STOCK FUND0.74%
LAFFXLORD ABBETT AFFILIATED FUND INC0.69%
WGROXWasatch Core Growth Fund1.17%
NICSXNicholas Fund, Inc.0.70%
ASMMXInvesco Summit Fund1.23%
ACFLXFocused Large Cap Value Fund1.09%
EMLPFirst Trust North American Energy Infrastructure Fund0.95%
THLCXTHRIVENT LARGE CAP GROWTH FUND0.76%
FDSVXFidelity Growth Discovery Fund0.62%
JLCFXFundamental Large Cap Core Fund0.91%
FMILXFidelity New Millennium Fund0.76%
PLVJXLargeCap Value Fund III0.94%
JSCHXJPMorgan Small Cap Blend Fund1.24%
JDERXPGIM Jennison Mid-Cap Growth Fund1.04%
PNOBXPutnam Sustainable Leaders Fund0.88%
LCSSXClearBridge Select Fund0.98%
JSECXJPMorgan Small Cap Equity Fund1.24%
NDVAXMFS New Discovery Value Fund1.46%
MGHRXGROWTH PORTFOLIO0.73%
SVFIXSmead Value Fund0.90%
ARGFXAriel Fund1.00%
HQITXTHE HARTFORD EQUITY INCOME FUND0.74%
FGSLXFidelity Growth Strategies Fund0.61%
PMEGXT. Rowe Price Institutional Mid-Cap Equity Growth Fund$1M min0.61%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
FSIUXInvesco Dividend Income Fund1.69%
RYPNXRoyce Small-Cap Opportunity Fund1.22%
PCSMXSmallCap Growth Fund I1.44%
LMPFXClearBridge Growth Fund1.13%
PARWXParnassus Value Equity Fund0.88%
LSSNXLoomis Sayles Small Cap Growth Fund0.83%
FAMEXFAM DIVIDEND FOCUS FUND1.11%

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