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GMSRX vs NAESX
GMSRX vs NAESX Comparison
Open Charts GMSRX vs NAESX
Nationwide Small Cap Index R
Price$11.62
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets238.35M
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
GMSRX vs NAESX Comparison Chart
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GMSRX vs. NAESX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is GMSRX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. GMSRX (238M). NAESX pays higher dividends than GMSRX: NAESX (1.31) vs GMSRX (0.73). GMSRX was incepted earlier than NAESX: GMSRX (18 years) vs NAESX (64 years). GMSRX is a more actively managed with annual turnover of: 15.43 vs. NAESX (12.00). GMSRX has a lower initial minimum investment than NAESX: GMSRX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 21.23 vs. GMSRX (14.60). NAESX return over 5 years is better than : 48.81 vs. GMSRX (23.07).
| GMSRX | NAESX | GMSRX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 64 years | - |
| Gain YTD | 2.019 | 3.370 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238M | 155B | 0% |
| Annual Yield % from dividends | 0.73 | 1.31 | 56% |
| Returns for 1 year | 14.60 | 21.23 | 69% |
| Returns for 3 years | 5.81 | 17.16 | 34% |
| Returns for 5 years | 23.07 | 48.81 | 47% |
| Returns for 10 years | -14.43 | 126.44 | -11% |