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NAESX vs NWGPX
NAESX vs NWGPX Comparison
Open Charts NAESX vs NWGPX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Nationwide WCM Focused Sm Cp A
Price$25.87
Change-$0.56 (-2.12%)
VolumeN/A
Net Assets174.05M
NAESX vs NWGPX Comparison Chart
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NAESX vs. NWGPX commentary
Jun 16, 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 StrongBuy and NWGPX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. NWGPX (174M). NAESX pays higher dividends than NWGPX: NAESX (1.35) vs NWGPX (0.82). 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 : 5.19 vs. NWGPX (-11.72). NAESX return over 5 years is better than : 63.19 vs. NWGPX (34.86).
| 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 | -4.390 | -10.267 | 43% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 174M | 85,057% |
| Annual Yield % from dividends | 1.35 | 0.82 | 164% |
| Returns for 1 year | 5.19 | -11.72 | -44% |
| Returns for 3 years | 31.28 | 7.52 | 416% |
| Returns for 5 years | 63.19 | 34.86 | 181% |
| Returns for 10 years | 92.88 | -18.69 | -497% |
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