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NAESX vs NWGPX
NAESX vs NWGPX Comparison
Open Charts NAESX vs NWGPX
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
Nationwide WCM Focused Sm Cp A
Price$24.34
Change+$0.19 (+0.79%)
VolumeN/A
Net Assets165.11M
NAESX vs NWGPX Comparison Chart
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NAESX vs. NWGPX commentary
Apr 18, 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: 143B vs. NWGPX (165M). NAESX pays higher dividends than NWGPX: NAESX (1.39) vs NWGPX (0.83). 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 (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 : -2.42 vs. NWGPX (-13.79). NAESX return over 5 years is better than : 66.71 vs. NWGPX (45.94).
| 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 | -14.464 | -16.233 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 165M | 86,667% |
| Annual Yield % from dividends | 1.39 | 0.83 | 169% |
| Returns for 1 year | -2.42 | -13.79 | 18% |
| Returns for 3 years | 0.49 | -6.92 | -7% |
| Returns for 5 years | 66.71 | 45.94 | 145% |
| Returns for 10 years | 73.20 | -24.72 | -296% |
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