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NAESX vs NWGPX
NAESX vs NWGPX Comparison
Open Charts NAESX vs NWGPX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Nationwide WCM Focused Sm Cp A
Price$27.18
Change+$0.15 (+0.55%)
VolumeN/A
Net Assets181.57M
NAESX vs NWGPX Comparison Chart in %
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NAESX vs. NWGPX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. NWGPX (182M). NAESX pays higher dividends than NWGPX: NAESX (1.28) vs NWGPX (0.81). 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 : 12.22 vs. NWGPX (-7.50). NAESX return over 5 years is better than : 69.32 vs. NWGPX (39.53).
| 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 | 1.432 | -5.723 | -25% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 182M | 81,319% |
| Annual Yield % from dividends | 1.28 | 0.81 | 158% |
| Returns for 1 year | 12.22 | -7.50 | -163% |
| Returns for 3 years | 37.83 | 10.38 | 364% |
| Returns for 5 years | 69.32 | 39.53 | 175% |
| Returns for 10 years | 108.83 | -13.03 | -835% |
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