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NAESX vs NWGPX
NAESX vs NWGPX Comparison
Open Charts NAESX vs NWGPX
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
Nationwide WCM Focused Sm Cp A
Price$26.00
Change+$0.60 (+2.36%)
VolumeN/A
Net Assets173.78M
NAESX vs NWGPX Comparison Chart
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NAESX vs. NWGPX commentary
May 09, 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 NAESX is a Buy and NWGPX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. NWGPX (174M). NAESX pays higher dividends than NWGPX: NAESX (1.43) vs NWGPX (0.86). NAESX was incepted earlier than NWGPX: NAESX (65 years) vs NWGPX (18 years). NWGPX (1.22) is less costly to investors than NAESX (0.17). NWGPX is a more actively managed with annual turnover of: 17.79 vs. NAESX (13.00). 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 : -0.09 vs. NWGPX (-14.14). NAESX return over 5 years is better than : 65.08 vs. NWGPX (38.72).
| NAESX | NWGPX | NAESX / NWGPX | |
| Total Expense Ratio | 0.17 | 1.16 | 15% |
| Annual Report Gross Expense Ratio | 0.17 | 1.22 | 14% |
| Fund Existence | 65 years | 18 years | - |
| Gain YTD | -8.414 | -12.730 | 66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 174M | 80,460% |
| Annual Yield % from dividends | 1.43 | 0.86 | 166% |
| Returns for 1 year | -0.09 | -14.14 | 1% |
| Returns for 3 years | 20.27 | 0.37 | 5,519% |
| Returns for 5 years | 65.08 | 38.72 | 168% |
| Returns for 10 years | 87.81 | -19.37 | -453% |
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