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NAESX vs NWGPX
NAESX vs NWGPX Comparison
Open Charts NAESX vs NWGPX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Nationwide WCM Focused Sm Cp A
Price$31.94
Change-$0.38 (-1.18%)
VolumeN/A
CapitalizationN/A
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NAESX vs NWGPX Comparison Chart
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NAESX vs. NWGPX commentary
Sep 21, 2024
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 NAESX is a StrongBuy and NWGPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. NWGPX (259M). NAESX pays higher dividends than NWGPX: NAESX (1.31) vs NWGPX (0.51). NAESX was incepted earlier than NWGPX: NAESX (64 years) vs NWGPX (18 years). NWGPX is a more actively managed with annual turnover of: 19.48 vs. NAESX (12.00). NWGPX has a lower initial minimum investment than NAESX: NWGPX (2000) vs NAESX (3000). NAESX (20.72) and NWGPX (19.83) have marching annual gain over last year. NAESX return over 5 years is better than : 51.64 vs. NWGPX (31.65).
| NAESX | NWGPX | NAESX / NWGPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 18 years | - |
| Gain YTD | 9.695 | 9.745 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 259M | 57,529% |
| Annual Yield % from dividends | 1.31 | 0.51 | 256% |
| Returns for 1 year | 20.72 | 19.83 | 104% |
| Returns for 3 years | 5.63 | 17.03 | 33% |
| Returns for 5 years | 51.64 | 31.65 | 163% |
| Returns for 10 years | 113.34 | 9.90 | 1,145% |
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