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NAESX vs NWGPX
NAESX vs NWGPX Comparison
Open Charts NAESX vs NWGPX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Nationwide WCM Focused Sm Cp A
Price$29.67
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets243.16M
NAESX vs NWGPX Comparison Chart
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NAESX vs. NWGPX commentary
Jan 19, 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 Hold and NWGPX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. NWGPX (243M). 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 : 21.23 vs. NWGPX (8.14). NAESX return over 5 years is better than : 48.81 vs. NWGPX (19.25).
| 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 | 3.370 | 2.914 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 243M | 63,786% |
| Annual Yield % from dividends | 1.31 | 0.51 | 256% |
| Returns for 1 year | 21.23 | 8.14 | 261% |
| Returns for 3 years | 17.16 | 10.08 | 170% |
| Returns for 5 years | 48.81 | 19.25 | 254% |
| Returns for 10 years | 126.44 | -0.55 | -23,146% |
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