About Nationwide WCM Focused Small Cap Fund Class A (NWGPX) โ Dividend Analysis 2026
The investment seeks long-term capital appreciation. The fund invests primarily in stocks of U.S. small-cap companies that the subadviser believes have improving earnings growth potential and attractive valuation. Under normal circumstances, it will invest at least 80% of its net assets in equity securities of small-cap companies whose capitalization is within the range of the market capitalization of the companies in the Russell 2000ยฎ Index. The fund may invest up to 20% of its net assets in foreign securities.
Is NWGPX a good dividend investment in 2026?
NWGPX offers a 31.51% forward yield with a 50% payout ratio. Strand Safety Score: N/A. The 5-year dividend CAGR of 0% is modest โ investors should weigh current income against growth alternatives.
NWGPX DRIP calculator โ what's the difference?
With DRIP on a $10,000 investment over 10 years, your NWGPX portfolio grows to $154.8K vs $41.5K without reinvestment. This is the compound interest effect in action.
NWGPX dividend growth history & forecast
NWGPX has grown its dividend by 0% over the last year and 0% annually over 5 years. At this pace, an investor who holds for 10+ years will see their yield on cost grow substantially above the current 31.51%.
ETFs do not file income statements or cash flow statements. Their dividend safety depends on the underlying index quality, fund methodology, and holdings composition. Use the Holdings page to analyze individual stocks in this fund.
๐ NWGPX Yield by Country & Account Type
Real after-tax yield depends on where you live and how you hold NWGPX.
Gross yield
31.51%
Tax rate
15.00%
After-tax yield
26.78%
Real yield (โCPI)
23.98%
Account/Country
Tax Rate
After-tax Yield
Real Yield
$10K Annual Income
๐บ๐ธ Roth IRA / 401k
0%
31.51%
28.71%
$3,151 / yr
๐บ๐ธ US Taxable (15%) โ
15%
26.78%
23.98%
$2,678 / yr
๐บ๐ธ US Taxable (20%)
20%
25.21%
22.41%
$2,521 / yr
๐ฌ๐ง UK ISA
0%
31.51%
28.71%
$3,151 / yr
๐ฌ๐ง UK Taxable
8.75%
28.75%
25.95%
$2,875 / yr
๐จ๐ฆ TFSA
0%
31.51%
28.71%
$3,151 / yr
๐จ๐ฆ CA Taxable
25%
23.63%
20.83%
$2,363 / yr
๐ฆ๐บ Super (pension)
15%
26.78%
23.98%
$2,678 / yr
๐ฆ๐บ AU Taxable
30%
22.06%
19.26%
$2,206 / yr
๐ฉ๐ช DE Taxable
26.375%
23.20%
20.40%
$2,320 / yr
๐ซ๐ท FR Taxable
30%
22.06%
19.26%
$2,206 / yr
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
๐ฏ NWGPX Income Goal & Break-Even
Dividend Break-Even
4yr
Years for dividends to fully repay your NWGPX investment of $18.86/share (๐บ๐ธ US Taxable (15%) ยท 15.00% tax)
$10K invested ยท 10 Years
Dividends earned (DRIP)
$97.3K
Lost to inflation (2.8% CPI)
โ$2.5K
Real purchasing power gain
$94.9K
12-month CPI (US BLS via FMP economic-indicators).
How much do I need to invest in NWGPX for:
Shares needed
4,751
Capital required
$89,604
Monthly income
$2,000
Based on current dividend of $5.94/share/yr ยท ๐บ๐ธ US Taxable (15%) ยท static projection (no growth assumed).
๐ NWGPX Dividend Payment Schedule
NWGPX pays quarterly โ 4 times per year. Next ex-div: TBD.
Jan
Feb
Mar
๐ฐ
Apr
May
Jun
๐ฐ
Jul
Aug
Sep
๐ฐ
Oct
Nov
Dec
๐ฐ
10 shares
$12.63 / payment
$50.52 / year after tax
100 shares
$126.30 / payment
$505.18 / year after tax
1,000 shares
$1262.96 / payment
$5051.82 / year after tax
๐ NWGPX vs Financial Services Benchmarks
How NWGPX compares to typical Financial Services averages.
Benchmark: Financial Services
Dividend Yieldโฒ+28.61% vs sectorBetter
NWGPX
31.51%
avg
2.90%
5Y Dividend CAGRโผ-7.10% vs sectorBelow avg
NWGPX
0.00%
avg
7.10%
Payout Ratioโผ+12.00% vs sectorBelow avg
NWGPX
50.00%
avg
38.00%
Benchmarks: S&P 500 sector averages (2024โ2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for NWGPX sourced from FMP /financial-growth endpoint โ real data, not estimates.
๐๏ธ NWGPX Insider Activity
No recent SEC filings reported in the last 90 days.
๐ About This Data
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the NWGPX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer โ