Investment Test Drive

NWSAX Nationwide Small Company Growth A

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund NWSAX Nationwide Small Company Growth A CIPSX Champlain Small Company Adv  
100% 88%
Annual Fees
(1.34% Exp. Ratio)
(1.31% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.61% annual return
$34,339.32 $34,653.96
Est. savings over 30 yrs +$314.64
As of 9/30/16
1 YR RETURN 21.14%
3 YR 9.06%
5 YR --
10 YR --
1 YR RETURN 23.64%
3 YR 9.09%
5 YR 15.56%
10 YR 10.13%
The investment seeks long-term capital appreciation; current income is a secondary consideration in selecting portfolio investments. The fund normally invests at least 80% of its net assets in common stocks of small-cap companies. It employs a "growth" style of investing. In other words, the fund subadviser seeks companies whose earnings are expected to grow consistently faster than those of other companies. In pursuing this approach, the subadviser seeks to build a portfolio of exceptional small companies, purchased early in their corporate life cycle, that have the wherewithal to become exceptional large companies.
The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of small companies. It seeks capital appreciation by investing mainly in common stocks of small companies that the Adviser believes have strong long-term fundamentals, superior capital appreciation potential and attractive valuations.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


Your Feedback has been sent successfully!