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NAESX vs NWGPX
NAESX vs NWGPX Comparison
Open Charts NAESX vs NWGPX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
Nationwide WCM Focused Sm Cp A
Price$30.97
Change-$1.08 (-3.37%)
VolumeN/A
CapitalizationN/A
NAESX vs NWGPX Comparison Chart
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NAESX vs. NWGPX commentary
Dec 19, 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 Hold and NWGPX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. NWGPX (256M). 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 annual gain was more profitable for investors over the last year : 19.54 vs. NWGPX (11.54). NAESX return over 5 years is better than : 53.79 vs. NWGPX (30.52).
| 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 | 17.994 | 10.365 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 256M | 65,234% |
| Annual Yield % from dividends | 1.31 | 0.51 | 256% |
| Returns for 1 year | 19.54 | 11.54 | 169% |
| Returns for 3 years | 15.71 | 13.43 | 117% |
| Returns for 5 years | 53.79 | 30.52 | 176% |
| Returns for 10 years | 124.30 | 4.78 | 2,603% |
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