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NADCX vs VTMFX
NADCX vs VTMFX Comparison
Open Charts NADCX vs VTMFX
Nationwide Inv Dest Mod Cnsrv A
Price$9.29
Change-$0.14 (-1.48%)
VolumeN/A
Net Assets221.87M
Vanguard Tax-Managed Balanced Adm
Price$43.36
Change-$0.92 (-2.08%)
VolumeN/A
Net Assets10.54B
NADCX vs VTMFX Comparison Chart
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NADCX vs. VTMFX commentary
Apr 05, 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 NADCX is a Sell and VTMFX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 10.5B vs. NADCX (222M). NADCX pays higher dividends than VTMFX: NADCX (3.17) vs VTMFX (2.23). NADCX was incepted earlier than VTMFX: NADCX (25 years) vs VTMFX (31 years). NADCX (0.83) is less costly to investors than VTMFX (0.09). NADCX is a more actively managed with annual turnover of: 35.30 vs. VTMFX (23.00). NADCX has a lower initial minimum investment than VTMFX: NADCX (2000) vs VTMFX (10000). VTMFX annual gain was more profitable for investors over the last year : 5.04 vs. NADCX (-0.49). VTMFX return over 5 years is better than : 56.45 vs. NADCX (26.52).
| NADCX | VTMFX | NADCX / VTMFX | |
| Total Expense Ratio | 0.83 | 0.09 | 922% |
| Annual Report Gross Expense Ratio | 0.83 | 0.09 | 922% |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | 1.131 | -2.074 | -55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 10000 | 20% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 222M | 10.5B | 2% |
| Annual Yield % from dividends | 3.17 | 2.23 | 142% |
| Returns for 1 year | -0.49 | 5.04 | -10% |
| Returns for 3 years | -0.72 | 13.44 | -5% |
| Returns for 5 years | 26.52 | 56.45 | 47% |
| Returns for 10 years | 12.81 | 72.93 | 18% |
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